STATIMRESEARCH

Education — how to read our reports
Request a report →

A Statim Research report is built to be read critically, not just believed. This guide explains, in plain English, how a report is organized, what each section tells you, how our verification system works, and how to use the analysis responsibly. Ten minutes here will change how much you get out of every report.

Our approach: evidence first

Most market commentary works backwards — it starts with an opinion and collects facts to support it. A Statim Research report works forwards: it starts with primary sources — exchange price data and the company's own SEC filings — and builds only the conclusions that evidence supports. Where the evidence runs out, the report says so, plainly, instead of papering over the gap.

That discipline shows up in three habits you'll notice in every report: every meaningful number is tagged with how well it was verified (next section); every price level comes with the reason it matters, not just the number; and every analytical read comes with the specific conditions that would prove it wrong. Research that can't tell you what would break it isn't research — it's a sales pitch.

The verification system — how much to trust each number

Near the top of every report sits a verification table listing the report's key figures, each tagged with one of three statuses. This is the single most useful habit to build: check the tag before you lean on a number.

TagWhat it meansHow to treat it
Verified Checked directly against the original source — the SEC filing itself, or exchange price records. Example: a share count read from the latest 10-Q. Solid ground. These are the numbers the report's core claims stand on.
Estimate Calculated or derived — a moving average, a pattern's implied target, an approximate market value. Correct arithmetic, but built on assumptions the report states. Useful for context and comparison. Understand the assumption before relying on it.
Unverified Reported somewhere credible (press, data vendors) but not independently confirmed against a primary source — sometimes because no primary source exists yet. Treat as a claim, not a fact. The report includes it because it matters, and labels it because it couldn't be proven.

Why this matters: data vendors are wrong more often than most investors realize. We have flagged cases where a major vendor's reported market value disagreed with the company's own prospectus share count by hundreds of billions of dollars. A report that tags its sources lets you see those conflicts instead of inheriting them silently.

Anatomy of a report — what each section tells you

A Full Equity Research Report contains up to seventeen sections. Read them in order the first time; afterwards you'll develop favorites. Here is what each one is for, and what to look for.

Executive Summary read this first
The whole report in two paragraphs — what the stock did, why it moved, and what matters next. If you read nothing else, read this and the verification table.
Data Verification Table
The trust map explained above. Look for: how many core figures are Verified vs. Unverified — that ratio tells you how well-documented the situation is.
Price Charts
Daily candlesticks with volume, momentum, moving averages, volume-weighted average price lines anchored to key events, and shaded support/resistance zones. See the chart guide below.
Trend & Moving Averages
Whether the stock is in an uptrend or downtrend, and where price sits versus its average over the last 20, 50, 100, and 200 trading days. Look for: whether price is above or below the long averages — that single fact frames everything else.
Support & Resistance Levels
The prices where the stock has repeatedly stopped falling (support) or rising (resistance) — each with the reason it exists. Look for: levels with multiple reasons stacked at the same price; those matter most.
Momentum
How strong the current move is and whether it's accelerating or fading — an overbought/oversold gauge, volatility, and what volume is doing. Look for: price rising while volume shrinks — moves without participation are fragile.
Chart Patterns
Named formations (bull flag, double top, breakout from a range), each with the exact price event that confirms it, the target the pattern implies, and what invalidates it. Look for: the word "forming" vs. "confirmed" — an unconfirmed pattern is a possibility, not a signal.
Catalyst & News Analysis
The WHY: the specific event that caused the move, confirmed against primary sources, plus a judgment on whether the driver is durable or already priced in. Look for: whether the catalyst is confirmed fact or market narrative — the report distinguishes them.
Event Calendar
Dated upcoming events that could move the stock — earnings, court dates, lockup expirations, debt deadlines — each marked Confirmed or Estimated. Look for: the nearest confirmed binary event; that's usually the clock the situation runs on.
Insider Activity (SEC Form 4)
What executives did with their own shares, from the filings themselves, with a graded read: routine vs. concerning. See the insider guide below.
Capital Structure
Share count, cash, debt — plus anything that could create NEW shares (warrants, convertibles, offering programs). The plumbing that decides whether shareholders get diluted. Look for: the gap between shares outstanding today and shares possible tomorrow.
Equity & Dilution Screen
A twelve-point check of the filing's stockholders'-equity section: how many new shares were created and where each came from, graded Clean / Watch / Concerning. Calibrated to company size — small companies get the dilution lens, the largest get the borrow-to-grow lens (debt growing faster than cash flow). Look for: the grade, then the single largest source of new shares.
Risk Levels — What Breaks the Read
The honest section: specific prices or events that would prove the report's read wrong. Look for: read this BEFORE the scenarios. Knowing the exit matters more than knowing the thesis.
Scenario Analysis
Mapped upside, downside, and sideways paths with the price zones and conditions defining each. These are analytical possibilities with the math shown — see the scenarios guide below.
Options Framework informational only
If the analysis were expressed with options: which strike and expiration align with the key dates, whether the option chain is liquid enough to trade without losing money to wide spreads, and the risk math.
Prediction Log
Every specific, checkable call the report makes, written down with its trigger and time horizon — so accuracy can be scored later against what actually happened. This is our accountability mechanism; few research providers keep one.
Caveats & Sources
What the report did NOT verify, data limitations, and what a deeper review would add. Look for: if your question appears here, the honest answer is that it needs a deeper look — not that it doesn't matter.

Reading the price chart

high low close open buyers won high low open close sellers won
One candle = one trading day. The thick body spans the open and close; the thin wicks mark the day's extremes. A green body closed higher than it opened; a red body closed lower. Long wicks show prices the market visited and rejected.

The overlays, in plain English

Moving averages (SMA 20/50/100/200) are the stock's average price over the last N trading days — smooth lines that show the trend without the daily noise. Price above a rising long-term average is the picture of an uptrend; price below all of them is a downtrend, whatever the day-to-day bounces look like. These averages also act as widely-watched reference levels because so many investors anchor decisions to them.

Anchored VWAP is the average price actually paid, weighted by volume, since a specific event — an earnings gap, a breakout, a peak. Why you should care: it tells you where the average buyer since that event sits. If price is below the VWAP anchored to a peak, the average person who bought since the top is losing money — and trapped holders hoping to "get back to even" become sellers on every rally. It converts crowd psychology into a line on a chart.

The RSI panel (relative strength index) is an overbought/oversold gauge from 0 to 100. Above ~70 the move is stretched; below ~30 it's washed out. Stretched is not the same as finished — strong trends can stay overbought for weeks — which is why the report reads RSI together with volume, never alone.

The volume panel shows conviction. A breakout on heavy volume has participation behind it; the same breakout on thin volume is a rumor. The most useful single question to ask of any chart: is volume confirming what price is doing, or quietly disagreeing?

Support & resistance — levels with reasons

A support zone is a price area where buying has repeatedly overwhelmed selling; resistance is the reverse. On our charts they appear as shaded horizontal bands — green for support, red for resistance — and every band in the chart also appears in the Support & Resistance section with its basis: the reason it exists (a prior low tested three times, a heavy-volume shelf, a widely-watched average, the price where a large offering was sold).

The reason matters more than the number. A level defended repeatedly on high volume is structurally meaningful; a round number someone drew on a chart is not. When several independent reasons stack at the same price — a prior low, plus a long-term average, plus an anchored VWAP — that confluence is the strongest kind of level. And when a strong support level finally breaks, it often flips roles and becomes resistance, because everyone who bought there is now hoping to exit flat.

Scenarios are not predictions — how to use them

The Scenario Analysis section maps the paths the situation could plausibly take — upside, downside, sideways — with the price zones and conditions that define each. It is the section most easily misread, so let's be precise about what it is:

A scenario is an if-then statement with the math shown, not a forecast. "If price reclaims and holds the 200-day average on expanding volume, the next resistance sits at X" is a conditional map. It becomes relevant only if its condition triggers. Reading the scenarios as "the report says it's going to X" is exactly the mistake the format exists to prevent.

That's also why the Risk Levels section exists and why we suggest reading it first: every analytical read in the report comes with the specific price or event that would prove it wrong. The pairing is deliberate — a scenario tells you what could happen; the invalidation level tells you when to stop believing it. Research that offers the first without the second should make you suspicious, wherever you find it.

Insider activity — routine or concerning?

Company executives must report trades in their own stock to the SEC on Form 4, usually within two business days. Raw headlines ("CEO sells $5M of stock!") are nearly useless without context — most insider selling is routine. The report's job is to decompose the filings and separate signal from housekeeping.

Usually routine: shares automatically withheld to cover taxes when stock grants vest (these are marked with their own transaction code on the filing); sales under 10b5-1 plans — schedules set months in advance precisely so the executive is NOT timing the market; small periodic diversification by long-tenured holders.

Worth attention: multiple executives selling in a cluster shortly before bad news or a dilutive offering; a first-ever large discretionary sale by a founder; selling into a spike that the company itself helped create. And the rarest, most informative signal in the whole category: open-market buying with the executive's own cash — nobody buys because they expect the price to fall.

The report grades the observed pattern explicitly and plots the transactions on the price chart, so you can see with your own eyes whether executives sold the top or simply sell every quarter.

Dilution & capital structure — the silent tax

If a company doubles its share count, your slice of the company is half as big — even if the business didn't change. That's dilution, and it's the most underestimated force in small-cap investing. It rarely announces itself; it accumulates through mechanisms most investors never read: convertible notes turning into shares, warrants being exercised, at-the-market programs quietly selling stock into the market, and dividends paid in shares instead of cash.

The report reads the part of the filing where these mechanisms leave fingerprints — the stockholders' equity statement — and reconstructs where every new share came from. The result is graded Clean, Watch, or Concerning, with the calibration matched to company size: for a small company the question is whether financing mechanics are eating shareholders alive; for a giant, the question becomes whether growth is being funded by debt rising faster than the cash flow that must service it.

Rule of thumb: before believing any per-share number, check the Capital Structure section for what the share count could become — not just what it is today. "Fully diluted" is the honest denominator.

Choosing a report type

ReportChoose it when…
Full Equity Research ReportYou want the complete workup — every section above. The default choice, and the best value for a first look at any stock.
Technical Analysis ReportYou care about the chart: trend, levels, momentum, patterns, scenarios — without the filing-level financial sections.
Catalyst & News ReportThe stock moved and you want to know why, whether the driver is durable, and what dated events come next.
Price Levels SheetYou just need the map: chart, support/resistance with reasons, active patterns. The quick reference.
Momentum & Catalyst CheckThe "is this move real?" read — momentum strength plus the catalyst behind it.
Insider Activity ReportYou saw insider-trading headlines and want the filings decomposed and graded properly.
Capital Structure & Dilution ReviewYou suspect the share count, debt, or financing mechanics are the real story — common in small caps and turnarounds.

FAQ

How long does a report take?

Up to 48 hours from request to delivery at the email you provide. Turnaround is shortening as we scale.

What format do reports come in?

PDF by default; Word (.docx) on request — you choose on the request form.

Can I ask the report to focus on something specific?

Yes — the request form has a field for exactly this. Name the thing you're wondering about ("the upcoming earnings," "that offering announcement," "unusual insider selling") and the analysis will address it directly.

Is this financial advice?

No. Statim Research reports are independent research for informational and educational purposes only — not investment advice, not a recommendation to buy or sell any security. We show evidence and analysis; decisions are yours, ideally with a licensed financial professional involved.

What data do reports use?

Exchange price data and SEC filings as primary sources, clearly cited, with every key figure verification-tagged. Price data may be delayed; the report's caveats state its data limitations explicitly.

Request your report →