Notes

Growth

Revenue Acceleration Earnings Beat Margin Expansion Story TAM Expansion New Product Launch

Innovation

AI / ML Exposure Defense / National Security Biotech Pipeline Platform / Network Effect Disruptive Model Patent / IP Strength

Income

Dividend Growth High Yield / Income Buyback / Capital Return

Value

Sum-of-Parts Discount Deep Value / Asset Play Low P/E vs Peers

Special Situation

Turnaround New Management Spin-Off / Corp Action Merger Arbitrage / M&A Activist Involved Bankruptcy Exit / Restructured

Macro/Thematic

Rate Beneficiary Commodity Leverage Infrastructure / Govt Spend Reshoring / Supply Chain Aging / Demographics EM Growth Exposure Energy Transition

Technical

Technical Breakout Price / EPS Momentum Short Squeeze Setup Insider Buying Signal

External

Analyst Upgrade / PT Raise High-Conviction Analyst Conference / Investor Day Regulatory Approval

Contrarian

Beaten-Down Leader Sector Rotation Play Fear-Driven Selloff Misunderstood Model Activist Potential Short Squeeze Candidate

Event-Driven

Spin-Off / Carve-Out Rights Offering Insider Cluster Buying Aggressive Buyback Imminent Catalyst