For any investor analyzing a stock, this is a game changer.

Here’s how to get a clean, structured analyst report built entirely from the company’s own filings. A summary you’ll actually read.

1. Open a new Notebook in NotebookLM

2. Upload the last 5–10 annual reports

3. Click “Create Report → Custom Report”

4. Paste this prompt into the instructions box :

Create a professional equity analyst report for long-term investors.


The tone should be analytical, factual, and concise.
Structure the report so it starts with an Executive Summary, then expands into the detailed sections below.

Report Structure:

Executive Summary (150–200 words)

Explain how the company makes money, the quality of its economics, and its key risks or advantages.

End with one sentence that sums up the business in plain English, as you’d describe it to an investor.

What They Sell and Who Buys

Summarize the main products or services and who the target customers are (type, segment, geography).

Clarify the core need or motivation driving customer purchases.

How They Make Money

Explain the revenue model (recurring, one-time, transaction-based, hybrid).

Mention key revenue segments and their relative size if available.

Revenue Quality

Evaluate how predictable and diversified revenues are.

Break down recurring vs one-off exposure and identify any concentration risks.

Cost Structure

Outline the major cost components (COGS, labor, marketing, logistics).

Note gross and operating margins where possible and discuss scalability.

Capital Intensity

Describe asset requirements, capex, and working-capital needs.

Comment on cash conversion and efficiency.

Growth Drivers

Identify the main levers of growth (pricing, volume, new products, acquisitions, geography).

Distinguish between structural vs cyclical growth factors.

Competitive Edge

Explain what protects the company’s economics (brand, cost advantage, switching cost, regulation, network effects, IP).

Assess how durable the moat appears using financial evidence (margins, ROIC, retention).

Goal:
Produce a clear, structured report that lets an investor quickly understand how this business operates, earns money, and sustains its performance over time.