Derived SignalEmerges from analysis

Constraint Timeline

If the constraint triggers, how fast does revenue disappear?

Seen in MOH

Assessment Spectrum

GRADUAL

MIXED

RAPID

BestWorst

About Derived Signals

Derived signals emerge from analysis synthesis when company-specific patterns warrant additional categorization beyond the core 11 signals. They capture nuances that the standard framework surfaces through rigorous multi-model debate.

Assessment Labels

Every analysis assigns one of 3 categorical labels to this signal. Labels represent a spectrum from best to worst assessment.

GRADUALBest outcome

Constraints manifest slowly over multiple quarters or years. Company has time to adapt, diversify, or mitigate. Impact is manageable with planning.

MIXEDPositive outcome

Some constraints are rapid while others are gradual. Overall timeline provides some adaptation room but requires careful monitoring.

RAPIDWorst outcome

Constraints can materialize within 1-2 quarters. Limited time to adapt. Revenue impact is swift once triggered.

What This Signal Captures

Policy implementation speedContract renewal cyclesRegulatory transition periodsMarket shift velocity

Emerges From

This derived signal emerges from analysis synthesis within these lenses when company-specific patterns warrant the additional categorization.

Gravy Gauge

Is this revenue durable, or does it depend on conditions that could change?

How to Interpret

Understanding the timeline of constraints helps investors assess adaptation potential. Gradual constraints allow for strategic response; rapid constraints require immediate action or preemptive positioning.

All Concepts Learn about Evidence Levels