AI Agent Skills

Create a structured post-earnings equity research update with key metrics, estimate changes, charts, and thesis review.

Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries.

Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks.

Estimate a public companys intrinsic value through DCF, relative, and sum-of-the-parts valuation methods.

Prepare a pre-earnings briefing with consensus estimates, beat-miss history, and current market context.

Assess business quality, economic moats, management, competitive positioning, and durable value creation.