references/v2/workflow-index.md

# Optimized Workflow Index

- full-company-initiation: full institutional public-company initiation research and complete underwriting
- quarterly-update: update an existing thesis, model, evidence graph, and valuation after a quarter
- earnings-preview: prepare a point-in-time earnings preview with expectations, scenarios, and decision-relevant watch items
- earnings-postmortem: analyze earnings, attribute forecast errors, update the model, and record process lessons
- ten-k-deep-read: perform a complete 10-K and footnote deep read with cross-filing comparisons
- forensic-screen: run an accounting-forensics and earnings-quality screen before deeper underwriting
- management-review: evaluate management credibility, incentives, capital allocation, governance, and prediction history
- industry-map: map industry structure, value chain, market size, competition, technology transitions, and leading indicators
- peer-comparison: build a definition-normalized operating, accounting, valuation, and risk peer comparison
- reverse-dcf: solve for market-implied operating expectations and test their plausibility
- risk-stress-test: build coherent operating, liquidity, covenant, refinancing, and dilution stress cases
- thesis-red-team: independently challenge a long or neutral thesis without defending the base case
- short-thesis-red-team: challenge a proposed short thesis, identify squeeze and timing risks, and separate bad business from bad short