Same company either way — type the name once. Live data never costs a report; only the deep-dive research does.
Start with a company
Type a company name or ticker above, matches appear as you type. Picking one pulls live price, financials, and news, then you work through the CFA-style deep-dive report and the Secret Checklist on the next two pages. Everything you write is saved automatically to your account.
Business & Investment Thesis
Investment Thesis
Written after the business above, not before it — the thesis is the conclusion the description earns.
Environmental, Social & Governance
Industry Overview
Moat
Management Deep-Dive
Competitive Positioning
Long-Term Potential
Can you hold this for ten years? Judged on runway, growth potential, reinvestment, durability, disruption risk and alignment — each evidenced from the filed annual report, the open web, and recent news, so you can see where the three disagree.
Multi-Perspective View
The same ten-year question read from several vantage points at once — where they disagree is usually where the real risk to holding sits.
Investment Risks
Valuation
What are WACC and terminal growth?
These two numbers move the target price more than anything else on this page. It is worth knowing what they mean before you change them — and worth knowing that small edits to either can swing a valuation by tens of percent.
WACC — what the money costs
Weighted Average Cost of Capital. The blended annual return the company must earn just to satisfy everyone who funded it — shareholders and lenders together, weighted by how much of the funding each provides.
In the DCF it is the discount rate: it converts future cash into what that cash is worth today. A dollar arriving in ten years is worth far less than a dollar today, and WACC sets how much less.
Higher WACC means a lower valuation. A riskier business, or one carrying expensive debt, has to clear a higher bar, so its future cash is discounted harder.
Typical range: roughly 7–9% for a large, stable, cash-generative business; 9–12% for an average listed company; 12%+ for something small, cyclical, or heavily indebted. Below 6% or above 15%, check your reasoning rather than the spreadsheet.
Terminal growth — the forever number
A DCF projects cash flows for ten years. The company does not stop existing in year eleven, so everything after that is collapsed into a single terminal value. Terminal growth is the rate you assume those cash flows grow at, every year, permanently.
The discipline: nothing can outgrow the economy forever. A company compounding faster than global GDP in perpetuity would eventually become the entire economy. That is why this number stays small no matter how fast the business is growing today.
Typical range: 2–3%, roughly long-run inflation. Use 0–2% for a business in structural decline. Anything above 4% is claiming this company outgrows the world economy for ever.
Not sure? Leave them as suggested. The figures are pre-filled from the company’s own capital structure and long-run inflation, and the sensitivity table below shows what happens across a range rather than betting everything on one guess.
Valuation Methods & Weighting
A separate worksheet from the Valuation section above — blend your valuation methods into one target price, CFA-report style: each method gets a weight and a value, and the weighted average becomes the Target Price for the Valuation section.
Cost of Equity = Risk-Free Rate + Beta × Market Risk Premium. An input for your own WACC judgment in the Valuation section — not auto-applied there.
Financial Analysis
Quarterly Report
Annual Report
Quarterly Report
Annual Report
Quarterly Report
Annual Report
Peter Lynch Value Tests
Computed from live price and filed financials — no automation. Lynch's own arithmetic for deciding whether you are paying a sensible price for the growth you are getting.
Financial Ratios
Earnings Call Analysis
Company Website
Recommended Videos
Recent News & Developments
Discipline & Monitoring
The part of research that examines you, not the company. Written when you buy, checked later. Nothing here is generated for you — every judgment is yours and every number is computed from real data.
Investment Lens
Which style are you underwriting this as? It changes which evidence should carry the most weight below.
Thesis Tripwires
The specific, measurable things that would prove you wrong. Write them now, while you are calm and unanchored — a thesis you cannot falsify is a hope, not a thesis.
Position Sizing & Risk
Sized off ATR (Average True Range — the stock's own typical daily swing), so the stop sits outside normal noise instead of at a round number. Computed from the price history already loaded, with no extra data needed.
Kelly Sizing — Sizing by Edge
Pabrai's "heads I win, tails I don't lose much". The ATR sizing above asks how volatile the stock is; this asks how good the bet is. Estimate your own odds — the output is only as honest as those inputs.
Pre-Mortem — Invert
Munger: "Invert, always invert." It is three years from now and this position has lost half its value. Write the obituary before you buy — imagining a failure that has already happened surfaces risks that asking "what could go wrong?" does not.
Bias Check
From Munger's Psychology of Human Misjudgment. Tick anything you honestly recognise in your own thinking on this position. The point is not to score well — it is to notice.
Decision Journal
Dalio's Pain + Reflection = Progress. Recorded at the time of the decision, when you cannot yet know the outcome. Memory rewrites itself after the fact; a contemporaneous note does not.
Graham Test
Benjamin Graham's own numeric screens, computed directly from SEC EDGAR filing history rather than researched automatically — the defensive-investor test (seven criteria, ten to twenty years of data) and the stricter-on-price, looser-on-everything-else enterprising screen, plus the net-current-asset-value ("net-net") test. US SEC filers only.
Euphoria Check
After Galbraith's A Short History of Financial Euphoria and Chancellor's Devil Take the Hindmost — checks this company, its sector, and the market against the specific pattern that recurs across three centuries of manias, rather than a valuation call. Includes a computed profit-composition test (operating income vs. net income) for the company-level "zaitech" marker.
Macroeconomics
The economic backdrop every company sits in front of — not specific to this ticker. Live market data, refreshed on demand.
Market Temperature (Howard Marks' Cycle Framework)
Read off live data — VIX and the S&P 500's trailing P/E for price psychology, plus the high-yield credit spread and bank lending standards for the credit cycle, which Marks says he watches most closely. Not specific to this ticker; a heuristic reading of where the market stands, not a timing signal.
For research and educational use only, not investment advice. Market data comes from third parties and may be delayed or inaccurate; verify anything important against primary sources before acting on it.
Choose the plan that opens what you need
Every plan unlocks whole groups of the report. Live data and your saved work stay free on any plan, and you can change or cancel whenever you like.
every month
For building a real watchlist — a couple of companies a week
- Everything in Free
- 10 company reports a month
- Added with Starter
- The Company — business & thesis, industry, moat, management, competitive position, risks
- Evidence — financials, earnings call, website, videos, recent news
- The 108-question Secret Checklist, plus your own questions
- Saved reports, snapshots & thesis-drift over time
every month
For research you act on — valuation, Graham and the euphoria check
- Everything in Starter
- 30 company reports a month — three times Starter
- Added with Plus
- Advanced Report — long-term potential, valuation and the market-cycle tools
- Two-stage DCF, editable WACC and terminal growth
- Graham Test and Euphoria Check
every month
For running a portfolio with discipline — everything, every section
- Everything in Plus
- 50 company reports a month, then pay as you go
- Added with Pro
- The complete report — all 18 sections, nothing held back
- Discipline & Monitoring — the part that manages you, not the company
- Weighted valuation methods blended into one defensible target price
- Thesis tripwires, ATR position sizing and Kelly sizing
- Lowest top-up rate: extra reports at $1.20 (vs $1.80 on Starter)
A report is one company researched in a calendar month — run every section you have access to on it, reopen it any time, still one report. Quotas reset monthly and unused reports do not roll over.
Saved Reports
Appearance
Dark is the default theme. Light uses a warm, paper-toned background.
Language
Switches the site's interface. Your own written notes and auto-drafted report text are not translated.
Help & Feedback
Something broken, confusing, or missing? Tell us and it goes straight to the person who builds this.
We'll also record which company and section you were viewing, plus your browser version, so the problem can be reproduced.
Plan & Billing
Checking your plan…
Change Password
Leave a review
Tell us how Corva is working for your research. Reviews are read before anything is published, and nothing appears publicly without your name and words exactly as you wrote them.