Equity Research

Analyze earnings, generate investment ideas, and draft initiating coverage reports

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Analyze earnings, generate investment ideas, and draft initiating coverage reports using structured equity research workflows.

You can use Equity Research to:

Earnings Analysis:
"Analyze AAPL earnings results vs consensus estimates and highlight key takeaways"

Initiating Coverage:
"Draft an initiating coverage report for Shopify with a bull/bear framework"

Idea Generation:
"Screen for high-conviction investment ideas in the enterprise software sector"

Morning Note:
"Generate a morning note summarizing overnight developments and key catalysts"