Company One-Pager
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About this skill
Problem
Investment notes often read like marketing copy: full of concepts, light on numbers, inconsistent valuation metrics, and difficult to turn into a position decision. Company One-Pager turns that into a concrete artifact: given a company name and ticker, it produces a 1000–1200-word HTML page focused on business model, moat, capital competition pressure, and market-share risk under new entrants.
How It Works
- Four-question frame: answers why the company earns money, why customers choose it, why other capital has not eroded profit, and whether it can defend share if well-funded competitors enter; each answer must include data and judgment.
- No-data hallucination: prefers live data-source queries or user-supplied primary materials; derived figures must be marked as estimates; missing metrics should be labeled data unavailable with reason instead of filled by model knowledge.
- Valuation matrix: selects methods by industry, such as PE percentile for consumer, PB for banks, PS/PEG for tech, cycle-type analysis for cyclical stocks, and DCF plus rNPV split for innovative drugs.
- Catalysts and risks: includes recent events, forward catalysts, tracking indicators with thresholds, and 3–5 key risks with probability and impact.
- Printable HTML: renders a
max-width: 780pxsingle-page layout from a template or inline CSS, suitable for browser viewing and A4 printing.
Boundaries
- It needs verifiable data; without a data source, provide financial reports, IR, exchange, or SEC materials, otherwise the output may be more qualitative.
- Valuation depends on industry assumptions; cyclicals, biotech, and distressed stocks need extra parameters and sensitivity checks.
- The output is research support, not investment advice; verify position anchors, catalyst thresholds, and risk notes before use.
Use Cases
- Equity analysts condense A-share fundamentals and valuation logic into a printable one-page HTML report before morning meetings.
- Portfolio managers evaluating biotech pipelines require DCF and rNPV splits, along with catalysts and risk thresholds.
- Buy-side researchers analyzing cyclicals need to determine cycle drivers before calculating PE/PB percentiles to avoid distortion.
- Investment managers reviewing holdings need a dashboard of recent events and 6-12 month catalysts with tracking indicators.
Best For
- Equity analysts: quickly convert multi-source financial data into a one-page investment summary with valuation percentiles and moat assessment.
- Portfolio managers: seek clear position anchors, catalyst thresholds, and probability-weighted risk alerts when evaluating holdings.
- Buy-side researchers: require automatic valuation matrix adaptation and rNPV splits for complex sectors like cyclicals or biotech.
- Independent investors: generate structured, data-accurate, and printable HTML reports from public IR materials without professional data feeds.
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