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Analysis Lens

Regulatory Reader

Is the company exposed to material regulatory risk?

4
Stages
2
Core Signals
2
Related

Additional derived signals may emerge during analysis based on company-specific findings.

The Regulatory Reader identifies companies with material exposure to regulatory, legal, or policy changes that could significantly impact the business model.

This lens asks: "What regulatory changes are pending or plausible that could materially affect this business?" The goal is to read the regulatory landscape and surface events that could trigger significant business impact.

Signals Produced

What This Lens Catches

Pending adverse legislation

Example: Bill in committee targeting business model

Look for: Congress.gov, industry news

Active enforcement action

Example: FTC investigation, SEC subpoena

Look for: 8-K filings, news reports

Regulatory arbitrage

Example: Business exploiting gaps between regimes

Look for: Business model description, risk factors

Licensing dependency

Example: Operating under license that could be revoked

Look for: License disclosures, renewal requirements

Reimbursement risk

Example: Healthcare company with CMS billing code under review

Look for: CMS announcements, billing code exposure

Standard compliance

Example: Normal industry regulation, no special exposure

Look for: Compliance costs in financials

Analysis Stages

1

Regulatory Landscape Mapping

What regulatory frameworks apply to this business?

2

Company-Specific Exposure

How exposed is this company vs. peers?

3

Pending/Proposed Rules

What changes are in the pipeline?

4

Enforcement Pattern Analysis

What is the regulatory enforcement history?

When This Lens Applies

Apply When

  • Operates in regulated industry (healthcare, financial services, energy, telecom)
  • Revenue dependent on specific regulatory treatment
  • Material regulatory risk mentioned in 10-K Risk Factors
  • Active regulatory scrutiny or enforcement
  • Business model involves regulatory arbitrage

Skip When

  • Operates in unregulated industry with standard compliance only
  • No material regulatory dependencies identified
  • Generic regulatory risk only (no specific concerns)
What This Lens Does NOT Do
  • Assess accounting quality (that's Fugazi Filter)
  • Predict regulatory outcomes
  • Provide legal advice
  • Make buy/sell recommendations
  • Assess non-regulatory business risks

Technical Details

Complexity:4 stages
Type:llm heavy

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