Product analysis
What the company sells, how differentiated it is, pricing power, roadmap and customer evidence.
Describe the product portfolio and revenue mix. Assess differentiation, switching costs, pricing power, product velocity and customer sentiment using reviews, filings and independent coverage. Identify the product-level risks and the upcoming catalysts. Distinguish between company claims and third-party evidence. Cite every number you use. Prefer primary data (financial statements, filings, official statistics) over commentary. When you show a time series, put it in a chart block via a dataRef and let the stats engine describe its shape; then interpret the shape in the bullets. State plainly what you could not verify.
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