How deep do you actually go when researching a stock and how do you monitor it after buying?
Hey everyone,
I'm doing research on how self-directed investors actually do their stock research/discovery, and I'd love to hear from people here. Curious how deeply people here actually go when researching a stock before buying.
Specifically two things I'm trying to understand:
-
When you're evaluating a company, do you go into the actual SEC filings (10-Ks, 10-Qs, MD&A etc) or do you mostly rely on summaries, screeners, and news? If you do read filings, what are you actually looking for?
-
Once you own a stock, how do you stay on top of it? Do you have a system for tracking new filings, or does something have to happen first a price move, an earnings miss before you go look?
I ask because I talked to a lot of investors who are serious about research but admit the filing side is either too time-consuming or too hard to do consistently. Wondering if that matches people's experience here or if I'm talking to the wrong people.
Not selling anything. Building something in this space and want to understand the real workflow before writing a line of code.
If you're willing to chat for 20 minutes I'd genuinely appreciate it drop a comment or DM me. Happy to share what I learn with anyone who's interested.
Thanks!
Posted Mar 10, 2026, 11:27 AM UTC