Equity research
Structure an equity research note - thesis, business, financials, valuation, risks, and a rating - with required disclaimers/disclosures. Use when writing a research report or investment thesis.From its SKILL.md
npx -y skills add m-binimran/finance-pack --skill equity-researchAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
One thing to look at
- 2 stars2 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.
SKILL.md
1.4 KB, 280 tokens by cl100k_base, as published. Nobody here has run it
equity-research
A disciplined, balanced note: a clear thesis backed by sourced analysis - with the compliance scaffolding.
Structure
- Thesis (1-2 lines): the variant view - what you believe the market is mispricing and why.
- Business: what the company does, model, moat, market, competitive position.
- Financials: the key trends (
financial-statement-analysis/ratio-analysis), sourced. - Valuation: DCF + comps -> a value range (
dcf-valuation/comps-valuation). - Bull / bear / base: the cases, with what drives each.
- Risks & catalysts: quantified, both directions.
- Rating / target: if you give one, it is an opinion - with a disclaimer + conflict disclosure.
Output
- The note (thesis, business, financials, valuation range, scenarios, risks, rating) - every figure sourced, projections labeled, a "not investment advice" disclaimer + any position/conflict disclosure.
Guardrails
- A recommendation/target requires a disclaimer + disclosure (
no-investment-advice/disclaimer-guard). - Balanced (bull AND bear); figures sourced; projections labeled. Public info only (no MNPI).
What ships with it
Read from the repository
Just SKILL.md. No reference files, no scripts.