I will write an institutional grade equity research report from sec data
institutional grade financial analysis for confident decision making
About this Gig
I build institutional-style equity research on US-listed companies, using audited data pulled directly from SEC EDGAR (XBRL) not third-party summaries.
Every report uses the framework long-term value investors rely on: return on invested capital (ROIC), free cash flow quality, forensic accounting checks (Beneish M-Score, Altman Z, Sloan accruals) and a discounted cash flow valuation with an explicit margin of safety.
What makes this different:
Data traced line-by-line to official SEC filings
A forensic layer that flags aggressive accounting most reports miss
Honest output when a figure isnt disclosed its marked n/d, never invented
A Buy / Hold / Avoid verdict with a valuation range, not a single fake price target
Ideal for investors doing due diligence, newsletter writers who need weekly deep-dives, and anyone wanting a rigorous second opinion before taking a position.
Note: the framework covers non-financial companies only. Banks, insurers and pure financial holdings are out of scope.
Send me a ticker and Ill tell you honestly what the numbers say.
REQUIREMENTS
Company name + ticker (US-listed)
Which package / level of depth you need
Any specific
My Portfolio
FAQ
Where does the data come from?
Directly from official SEC EDGAR filings (10-K/10-Q, XBRL). Every number is traceable to source.
Can you cover any company?
Any US-listed non-financial company. Banks, insurers and financial holdings are excluded — the valuation framework doesn’t fit them.
Is this financial advice?
No. It’s independent research for your own decision-making, not a recommendation or investment advice.
Can you use my branding?
Yes, white-label delivery is available so the report carries your name instead of mine.
How fast?
3 to 7 days depending on package. Message me first if you need a specific deadline.

