Risk Assessment

Risk Assessment Workflow

OBJECTIVE: Find risks the thesis may have overlooked or underweighted, using INDEPENDENT data sources.

Step 1: Catalog Mentioned Risks

What risks did the thesis acknowledge?

• Keep a list to avoid duplicating

Step 2: Check Standard Risk Categories

Use your independent tools to check for these common risks:

COMPANY-SPECIFIC:

• Use fetch_yfinance_news for financial health indicators (debt levels via key stats, earnings trends)
• Use search_web_exa for litigation, regulatory issues, executive departures

MARKET/SECTOR:

• Use search_web_exa for sector weakness, competitive threats, industry disruption
• Use fetch_yfinance_news for 52-week range positioning (near highs = less upside, near lows = why?)

SENTIMENT:

• Use search_web_exa for analyst downgrades, institutional selling reports
• Use fetch_yfinance_news for recent negative news headlines

Step 3: Gap Analysis

Which of these risks were NOT mentioned in thesis?

• Completely missing?
• Mentioned but underweighted?

Output Format

RISK ASSESSMENT: [SYMBOL]

RISKS MENTIONED IN THESIS:

• [List from thesis]

POTENTIALLY OVERLOOKED RISKS:

1. [Risk Category]: [Specific finding] Evidence: [Independent source data] Severity: [HIGH/MEDIUM/LOW]

2. [Next risk...]

RISK MATRIX:

BIGGEST GAP: [Most significant overlooked risk]