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Category: Equity Research

How Equity Analysts Map Which Companies in Their Coverage Are Actually

April 10, 2026 GenRPT Finance

How Equity Analysts Map Which Companies in Their Coverage Are Actually

Not every company is affected by every risk in the...

The Four Channels Through Which Downstream Companies Feel the Impact

April 10, 2026 GenRPT Finance

The Four Channels Through Which Downstream Companies Feel the Impact

When something changes upstream in a value chain, downstream companies...

From direct to Second-Order impact: How to predict consequences like an analyst

April 10, 2026 GenRPT Finance

From direct to Second-Order impact: How to predict consequences like an analyst

In financial markets, most reactions start with direct impact. This...

From risks to second-order dangers in financial markets

April 10, 2026 GenRPT Finance

From risks to second-order dangers in financial markets

In financial markets, risk is usually defined as the immediate...

Second-Order Effects Explained for Equity Analysts

April 10, 2026 GenRPT Finance

Second-Order Effects Explained for Equity Analysts

Second-order effects are the indirect consequences that follow an initial...

Downgrade Reports: Why They Are Harder to Write Than Any Other Research Output

April 10, 2026 GenRPT Finance

Downgrade Reports: Why They Are Harder to Write Than Any Other Research Output

A downgrade report is when an analyst lowers their recommendation...

Catalyst-Driven Notes vs Thesis-Driven Notes: How Experienced Analysts Separate Them

April 10, 2026 GenRPT Finance

Catalyst-Driven Notes vs Thesis-Driven Notes: How Experienced Analysts Separate Them

Analyst notes are not all built for the same purpose....

What an Initiation Report Is Actually Trying to Achieve Beyond the Rating

April 10, 2026 GenRPT Finance

What an Initiation Report Is Actually Trying to Achieve Beyond the Rating

An initiation report is often seen as a starting point...

How Update Notes Work When Markets Are Moving Faster Than the Model

April 10, 2026 GenRPT Finance

How Update Notes Work When Markets Are Moving Faster Than the Model

Update notes are designed to react to new information, but...

Analyst Initiation vs Update Reports: Why Each Serves a Completely Different Purpose

April 10, 2026 GenRPT Finance

Analyst Initiation vs Update Reports: Why Each Serves a Completely Different Purpose

Analyst initiation and update reports are two core outputs in...

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