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Category: Artificial Intelligence

How Analysts Normalize Financial Statements

January 12, 2026 GenRPT Finance

How Analysts Normalize Financial Statements

Why do two equity research reports on the same company...

Understanding One-Time Items and Adjustments

January 12, 2026 GenRPT Finance

Understanding One-Time Items and Adjustments

Why do some companies report sharp profit jumps or sudden...

Why Cash Flow Often Tells a Different Story Than Earnings

January 12, 2026 GenRPT Finance

Why Cash Flow Often Tells a Different Story Than Earnings

In equity research and investment research, earnings often grab attention....

How Analysts Connect Income Statement, Balance Sheet, and Cash Flow

January 12, 2026 GenRPT Finance

How Analysts Connect Income Statement, Balance Sheet, and Cash Flow

Why do experienced investment analysts always look at all three...

Understanding Financial Statements in Equity Research

January 12, 2026 GenRPT Finance

Understanding Financial Statements in Equity Research

At the core of equity research and investment research lies...

How Analysts Decide What Not to Include in a Report

January 9, 2026 GenRPT Finance

How Analysts Decide What Not to Include in a Report

Equity research is often judged by what it includes. In...

The Difference Between Forecasting and Analysis in Equity Research

January 9, 2026 GenRPT Finance

The Difference Between Forecasting and Analysis in Equity Research

Equity research often blends forecasting and analysis, but they serve...

How Equity Research Has Evolved Over Time

January 9, 2026 GenRPT Finance

How Equity Research Has Evolved Over Time

Equity research has never been static. It evolves with markets,...

Why Assumptions Matter More Than Numbers in Equity Research

January 9, 2026 GenRPT Finance

Why Assumptions Matter More Than Numbers in Equity Research

Equity research often looks precise. Models show exact values, clean...

What Information Goes Into an Equity Research Model

January 9, 2026 GenRPT Finance

What Information Goes Into an Equity Research Model

An equity research model looks like a set of numbers...

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