Public equity research
A public-equity research workstation built on analyst manual. It enforces current primary-source research, point-in-time provenance, evidence and claim graphs, deterministic accounting and valuation calculations, dependency gates, independent red teams, management prediction scoring, forecast-error attribution, evidence freshness, research-confidence scoring, EVoI prioritization, 36 sector models, and automated audits. More
Skills 28 in the ChatGPT listing
Accounting Analysis Use for three-statement accounting, revenue recognition, margins, working capital, capex, stock compensation, leases, goodwill, taxes, pensions, and accounting normalization. Alternative Data Use for expert calls, customer or supplier diligence, web and app data, hiring signals, pricing and inventory scraping, channel checks, and validation of alternative data. Analyst Training Use for zero-to-expert analyst training, deliberate practice, certification, drills, casebooks, reviewer question banks, and mastery assessment. Business Quality Use for business-model deconstruction, unit economics, cohorts, pricing power, recurring revenue, retention, capital intensity, and reinvestment runway. Earnings and Events Use for earnings previews and post-earnings reviews, guidance math, estimate revisions, M&A, restructurings, activism, bankruptcy, distress, and event-driven company analysis. Earnings Postmortem Use to analyze earnings, attribute forecast errors, update the model, and record process lessons. Earnings Preview Use to prepare a point-in-time earnings preview with expectations, scenarios, and decision-relevant watch items. Filings and Primary Sources Use for SEC filing retrieval, 10-K or 10-Q deep reads, 8-K triage, proxy research, filing comparison, XBRL reconciliation, and primary-source evidence work. Financial Modeling Use for historical normalization, revenue driver forecasts, margin forecasts, integrated balance sheet and cash flow modeling, scenarios, model architecture, and model QA. Forensic Accounting Use for earnings-quality analysis, accrual tests, cash conversion, non-GAAP reconstruction, fraud red flags, management estimate bias, and forensic accounting diligence. Forensic Screen Use to run an accounting-forensics and earnings-quality screen before deeper underwriting. Full Company Analysis Use for full public-company initiations, deep stock research, maximum-depth underwriting, or requests to follow the complete institutional analyst manual end to end. Full Company Initiation Use to full institutional public-company initiation research and complete underwriting. Industry and Competition Use for industry structure, value chains, market sizing, TAM, competitive advantage, peer benchmarking, technology transitions, disruption, and competitive strategy. Industry Map Use to map industry structure, value chain, market size, competition, technology transitions, and leading indicators. Management and Governance Use for management quality, capital allocation, executive incentives, insider transactions, board structure, governance risk, and management accountability. Management Review Use to evaluate management credibility, incentives, capital allocation, governance, and prediction history. Peer Comparison Use to build a definition-normalized operating, accounting, valuation, and risk peer comparison. Quarterly Update Use to update an existing thesis, model, evidence graph, and valuation after a quarter. Research Communication Use for investment memos, evidence design, charts and tables, investment committee defense, analyst communication, monitoring systems, and AI-assisted research controls. Reverse Dcf Use to solve for market-implied operating expectations and test their plausibility. Risk and Decision Process Use for risk registers, balance-sheet stress, liquidity and covenant analysis, research sizing inputs, pre-mortems, decision journals, post-mortems, and error taxonomy. Risk Stress Test Use to build coherent operating, liquidity, covenant, refinancing, and dilution stress cases. Sector Analysis Use when research depends on sector-specific KPIs, accounting traps, primary sources, leading indicators, valuation methods, stress tests, or sector failure modes across the manual sector playbooks. Short Thesis Red Team Use to challenge a proposed short thesis, identify squeeze and timing risks, and separate bad business from bad short. Ten K Deep Read Use to perform a complete 10-K and footnote deep read with cross-filing comparisons. Thesis Red Team Use to independently challenge a long or neutral thesis without defending the base case. Valuation Use for DCF, multiples, reverse DCF, market-implied expectations, sum-of-the-parts, valuation sensitivities, scenarios, and probability weighting. 
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