Note Template Examples

Save time and effort by standardizing repeatable tasks, such as note taking, by creating note templates in your Notebook. Below are some examples to help get you started.

Sell-side call template:

Analyst: Bank:

Stock specific discussion:

  • Ticker # 1
  • Ticker # 2
  • Ticker # 3

Top Long

  1. Stock 1
  2. Stock 2
  3. Stock 3

Top Shorts

  1. Stock 1
  2. Stock 2
  3. Stock 3

How are hedge funds positioned

How are long only funds positioned

Favorite pair trade

  • Long
  • Short

Earnings call template:

Comments from prepared remarks

Guidance

Item: Current quarter guidance: Full year guidance:

Things to add to model

Follow up questions for sell-side

Follow up questions for management

Management meeting template:

Management members present:

Names:

Overall meeting tone:positive or negative

Body language: positive or negative

Prepared questions:

Question:

Answer:

Question:

Answer:

Question:

Answer:

Question:

Answer:

Question:

Answer:

Meeting notes:

 

Updated on September 1, 2020

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