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Investing Glossary

LightView Report Terms Terms

Explains the sections and verdict method used in LightView reports. If you are reading a report for the first time, start with this category. 10 terms in total.

BUY · HOLD · SELL (Overall Verdict)

The conclusion reached in a LightView report's AI debate by weighing the bullish and bearish evidence issue by issue. It is a reference opinion compiled from public data, not investment advice.

Bull vs. Bear Debate

A process in which, using the same data, the bull side argues for a rising share price and the bear side argues the downside risks, trading claims and rebuttals on each issue. A manager then rules on which side's evidence is stronger for each issue. On the report screen these are shown as positive and negative views.

ISSUE NOW

A section placed at the very top of a report when a recent event has had a major effect on the share price or earnings. It first shows what happened and what it means for the stock price and earnings.

Card View and Summary

Card view condenses a report into 14 images, and the summary is a 2-page write-up with only the essentials. The full report is the original.

Weighted Issue Tally

The method for reaching the overall verdict of a LightView debate. Among 6 issues, 1 or 2 key issues count as 2 votes, and if 2 or more issues are put on hold, the leading side gets 1 extra vote. A gap of 2 or more votes between bull and bear gives BUY or SELL; a smaller gap gives HOLD.

e.g. Bull 5 votes, bear 3 votes: a 2-vote gap, so BUY

Closing Price Date

The date showing whose market-close price the report's share price and indicators are based on. It is displayed at the top of the report to help readers avoid mistaking an older report for current information.

Four Key Data Points

A section that picks the four numbers that most affect the investment decision in a report and shows them split into positive and negative ones. It lets you quickly see the basis for the conclusion before reading the whole report.

Economic Moat

A strength that keeps other companies from easily copying a business. Examples include technology, customer relationships, economies of scale and switching costs, and LightView reports rate each item as strong, medium or weak.

Checkpoints

A list of numbers and dates to watch after reading the report, with their importance. They serve as the basis for re-checking the verdict when the next earnings release or key indicator comes out.

Open Questions

A section listing questions that are still unanswered but could affect the share price, along with the evidence for checking the answer. It does not hide the limits of the analysis and shows what remains uncertain.

e.g. Will third-quarter operating profit reach market expectations?

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