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Institutional Equity Analyst · 687 files · 2.93 MB · Oct 3, 2026 · 06:37 UTC

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.codex-plugin/assets/composer-icon.png
SHA-25650f18d2c3d35b7d766adb2290d664f5f325c571f48d3d42da61f59cdd4201548
20.3 KB
.codex-plugin/assets/logo.png
SHA-2568042e116c87d410613e6c12966453d91780196deba7ac36277c20c1bc9a3310e
59.1 KB
.codex-plugin/plugin.json
SHA-256a8ed839772c855bc27f6508bfc486531972ee99f563512d36bde02266756fa5f
2 KB
.pytest_cache/.gitignore
SHA-2563ed731b65d06150c138e2dadb0be0697550888a6b47eb8c45ecc9adba8b8e9bd
37 Bytes
.pytest_cache/CACHEDIR.TAG
SHA-25637dc88ef9a0abeddbe81053a6dd8fdfb13afb613045ea1eb4a5c815a74a3bde4
191 Bytes
.pytest_cache/README.md
SHA-25673fd6fccdd802c419a6b2d983d6c3173b7da97558ac4b589edec2dfe443db9ad
302 Bytes
.pytest_cache/v/cache/nodeids
SHA-256d857355c047a4abd72b43f174db409b4eceffc20aea6ecd6fe6debba00757715
296 Bytes
ARCHITECTURE.md
SHA-256ee427cd17fdd3edb7d8b9feb639d4e12a528f1da16b7633aa8f17c9b56e05700
1.72 KB
ARCHITECTURE_V2.md
SHA-2565fecf7427338a145bd6fd29f0538ee1c354af3c61a2a6dd9fffd014eb806904e
1.18 KB
CHANGELOG.md
SHA-256283319a1eec3830f695ab83ece136a42992b459b73d5b20e41dbd3aae53ac530
967 Bytes
CONTENT_MANIFEST.json
SHA-25672993dde7f211da3c8b8760fb5e7afd0d868d0e01c70dc867b561f1ab071b6a7
99 KB
INTEGRITY_REPORT.md
SHA-25624ecffcc09feff2ae927811c3374182387293dda16a394b48c3bd7c3ddf05b33
1.29 KB
MCP_V2_SPEC.md
SHA-2567736203281694f859c14b8978d724606ac4aa60cb4a8dc3e8d8ba490bf113b77
1.52 KB
README.md
SHA-2564ceb2688a29c5333d4081cc6ea86cf646bdea1c6a338de4e9ecb6c61e363925d
3.27 KB
README_V2.md
SHA-256dd1536a17f5249266449327d78a0df634e39cf9726c8d0ca8ba9ab233a91d1f3
561 Bytes
RELEASE_VALIDATION.md
SHA-256ed15962a4a6913cf3e3ca48176dbf6489f428b293de7f2062a72d8f884b620bd
1.48 KB
assets/ASSET_PROVENANCE.md
SHA-2563880549158c5261b937507689a45871841a1aee195f38e22210bf11468ecb422
790 Bytes
assets/composer-icon.png
SHA-25650f18d2c3d35b7d766adb2290d664f5f325c571f48d3d42da61f59cdd4201548
20.3 KB
assets/logo.png
SHA-2568042e116c87d410613e6c12966453d91780196deba7ac36277c20c1bc9a3310e
59.1 KB
assets/source-logo-2048.png
SHA-2563bf1c81230c53634560d56d80a2b9a022be0d126206aaea7782f6fb714025a9f
276 KB
canonical/God_Level_Public_Company_Financial_Analyst_Job_Guide_V6_99_ALL_SUB70_FIXED.docx
SHA-25629ea3e38288ef618c5598d8958891c24947668a39f93d8852b6b528a8432bcc3
290 KB
canonical/INDEX.md
SHA-2567f45e024c7e13116dc3695912b08a96a3d99f67d439a979f3724d4e084b569c0
9.49 KB
canonical/appendices/Appendix-A-zero-to-expert-foundation-boot-camp.md
SHA-25647dbdefccded2d8c6d4de25b5efb47d05a8872e410d9a39746c5777d7b01b627
4.04 KB
canonical/appendices/Appendix-B-institutional-model-build-standard.md
SHA-25688700bb003fecd04a2660c930a59caf0399e6030d0c49005b0585ea1eef11664
3.45 KB
canonical/appendices/Appendix-C-formula-and-concept-encyclopedia.md
SHA-25613317d20f897acfa184b9555c6c0cbd7ecfb58c70a959d9f34cf0ce908dd711b
5.72 KB
canonical/appendices/Appendix-D-forensic-accounting-red-flag-encyclopedia.md
SHA-2563bceb95cb998748d3101088a4e5ff85e74eaae5e7d068be1deab7efaf1e9bcf2
3.72 KB
canonical/appendices/Appendix-E-primary-source-and-regulatory-verification-system.md
SHA-256d5236e681913b5d0bf920b817e711a260a52231148cb882eee5871043e6f76ed
2.53 KB
canonical/appendices/Appendix-F-ai-and-automation-control-framework.md
SHA-2561a816a391c5e50ffd8977e7d8d134ff2451982ad555b57c0ca7bb1487c236bd4
3.09 KB
canonical/appendices/Appendix-G-full-initiation-workflow-and-deliverable-pack.md
SHA-2566ea480ee7bebafc177a0c5d6d858ff7f1397051e20e3daa17eb302a45af10d4c
4.18 KB
canonical/appendices/Appendix-H-investment-memo-template.md
SHA-25650aab0bc58c10e40f367e6dc6f3aa76a115bba38d690af3c58a606076a62c10e
4.64 KB
canonical/appendices/Appendix-I-earnings-preview-post-earnings-template.md
SHA-2564c792e110c811cd805f5b737be8469c2745aae45012dad4207105fa31bb1ac6b
4.33 KB
canonical/appendices/Appendix-J-12-month-analyst-training-program.md
SHA-256df9558fd3602c773b4005d509f54db5497f21f0b768b8156f50e9d66d16f5654
7.62 KB
canonical/appendices/Appendix-K-senior-review-and-investment-committee-question-bank.md
SHA-2566821e23a41d56f299d149f925f605be0b4ebe5a4668f213f1a7809ff142e5aa2
4.49 KB
canonical/appendices/Appendix-L-integrated-worked-company-case.md
SHA-2563cc8b06b98922602b8f3a1ac6e029b4cae8da713d86b55d444d29e950ac147c5
10.8 KB
canonical/appendices/Appendix-M-final-99-point-self-audit.md
SHA-256cc2da04d6a7c3e9a5bce6dcb79e66e458b948cfbd1a34317f43f7a7ae88cc5af
5.15 KB
canonical/manual-full-text.md
SHA-2561cb32567fc02e2b32eaa5ade95325ddaa30ab965fe58dc0879ae9912c79bc70a
1.03 MB
canonical/manual-raw-blocks.jsonl
SHA-2565394da7b6339914b7c19d0b2cd1c60faae2294d27cb9bf182311fd21aa5d5ec0
1.59 MB
canonical/master-labs/Master-Lab-01-accounting-mechanics-journal-entries-and-footnote-reconstruction.md
SHA-256982f9190a6b34cef0a7e3a2d0846ce798a6ca3fbaf972b4248489ad1d5de1bee
22.4 KB
canonical/master-labs/Master-Lab-02-integrated-three-statement-model-build-from-raw-filings.md
SHA-25643494ec947024275eafbd017cc47e39c04fa6f94f2312d4bc8e6c5ea3b4cf241
21.7 KB
canonical/master-labs/Master-Lab-03-valuation-from-first-principles-reverse-expectations-and-special-cases.md
SHA-2563b4b3bb11e409408742e8a793f8f19cf93c350a25cbf71105e6ea2864cbfadcc
25 KB
canonical/master-labs/Master-Lab-04-forensic-accounting-earnings-quality-and-manipulation-detection.md
SHA-25680e91d138e7f776bdc5803416c4d283ed37f4d37a9611e93ccaa77ecc24e1cd6
17.9 KB
canonical/master-labs/Master-Lab-05-industry-structure-competitive-advantage-market-sizing-and-technology-transition.md
SHA-25629a76bc429aa1f8df9bb844d8467a8f3a82c8356919555beb45e05ad7ea4aa62
17.9 KB
canonical/master-labs/Master-Lab-06-management-governance-incentives-and-capital-allocation.md
SHA-256f242f8b42ffba4d03180227d6ebd2599aad0b465617f353e0fdfaaf385c13cfb
14.3 KB
canonical/master-labs/Master-Lab-07-alternative-data-expert-calls-channel-checks-and-signal-validation.md
SHA-256aed4065157ec5f5e52f01b8bfe1f7ebc1adc86f79d141fb43b41e54be08e4fee
13.1 KB
canonical/master-labs/Master-Lab-08-ai-research-engineering-automation-evaluation-and-model-risk.md
SHA-256f049cc6350160ae0e1b42ee3f810f2b3b7dd4168e864546cc9a37cfafd4d2703
22.4 KB
canonical/master-labs/Master-Lab-09-risk-liquidity-distress-decision-journaling-and-research-sizing-inputs.md
SHA-2568c7b2d2d50ce8a9166556d0292bb9201c02045dbf7eed5acb9eede8d18ce01bc
14.5 KB
canonical/master-labs/Master-Lab-10-investment-memos-investment-committee-defense-charts-and-continuous-review.md
SHA-2568ab55361b5aefbbccc4f349dc6606b04068730d6b3bceb2f716ccedf3d84fe22
13.5 KB
canonical/master-labs/Master-Lab-11-sector-specific-driver-leading-indicator-and-failure-mode-encyclopedia.md
SHA-256f3ab88b1a0931241b6e5319fec630fca9c96855f9d5ab1199a0051be5133650b
33 KB
canonical/master-labs/Master-Lab-12-zero-to-expert-training-certification-deliberate-practice-and-answer-rubrics.md
SHA-2569979b5301c97f30a344e131256e5f603750f903987163462dafa8ce1f385ce38
15.9 KB
canonical/master-labs/Master-Lab-13-multi-sector-worked-casebook-with-answer-keys.md
SHA-256082469c60b44e6369e69f57e3a073ca549b6a8054b3393cd1ba50696d258127b
13.7 KB
canonical/master-labs/Master-Lab-14-formula-modeling-and-analytical-reference-encyclopedia.md
SHA-256acd4133c0e861f8b5ec9423134ab7bb60d6bd157490dc0e0456541bb5c1a2a4c
11.6 KB
canonical/module-router.json
SHA-25637f1ee6685a8c8773b03c68faff200e7caf0994eebbee094deac1a1946df1141
42.8 KB
canonical/modules/M001-mission-ethics-and-the-analyst-charter.md
SHA-256d9929fc4a77ec376cc37612ef0bc2b4c863dc8c1958d56566577beef2e3cd411
6.58 KB
canonical/modules/M002-the-research-audit-trail.md
SHA-2560d16139b401829e54a294bb087bfc20baf8dc67bbba411f03c62bcbaa82723b9
5.96 KB
canonical/modules/M003-daily-weekly-monthly-and-quarterly-cadence.md
SHA-256ccd9de1e25af94442c1d96dbd02a42dd40f63502fd34a1b0561590da3ea0249d
6.2 KB
canonical/modules/M004-hypothesis-driven-research.md
SHA-2568c2038aed3d5cbf2c0aeb23eef4fd1c34fa57b9af143f1c909b6795cd60d43ed
6.18 KB
canonical/modules/M005-time-allocation-and-research-roi.md
SHA-256ea315a64d759d4c93d4800fd15dbbfcdb54780f7837e381d71fd2b899367820b
6.06 KB
canonical/modules/M006-edgar-mastery-and-filing-retrieval.md
SHA-256d1b1909fb03a3a3a4f09a0af8f85b07df15f8fa457b8923a3e25454d99ea4b97
6.14 KB
canonical/modules/M007-10-k-deep-read-procedure.md
SHA-2564babc64ad1a7675bace29f36be942168313ef0be92247f7f67ae57c0f89989f8
6.07 KB
canonical/modules/M008-10-q-and-interim-update-procedure.md
SHA-256f79517f63185b64c7af0709d673b84d791c3146cee2f016f7f5cb32e3b8f87b8
6.16 KB
canonical/modules/M009-8-k-and-event-filing-triage.md
SHA-2569acbf25803a86c1467dd2bcd209e82f06798842d0442033a2b90bfb536160ab9
5.91 KB
canonical/modules/M010-proxy-statement-and-governance-mining.md
SHA-2569637ea39300de6e50b0ec13f2a370f3acc8b58919c9bcf73538c57062046db41
6.22 KB
canonical/modules/M011-three-statement-mastery.md
SHA-25629cca9688459f4df7c8e3b818cfd53bea2e29d52067664bc79b52ca4b1d1c701
6.6 KB
canonical/modules/M012-revenue-recognition-analysis.md
SHA-2566a04f63515957e2398634c6bba557949167441e6a3bf325d5d86b937689400d7
6.9 KB
canonical/modules/M013-cost-structure-and-margin-architecture.md
SHA-2566ae94e715f996e4490ca051ae04bd8c5f4752e4501c9abae159ab5c42424a9c8
6.04 KB
canonical/modules/M014-working-capital-mechanics.md
SHA-256b1502150cbe1fc8bb2d6432e536b5867735dfcc00ae063d7fe0ab345ac3c55cb
6.38 KB
canonical/modules/M015-capital-expenditures-depreciation-and-asset-intensity.md
SHA-256ad79a8f81f0e9ac84cd35717ac4ea646372f48b86415ec8e8132d36f21334f49
6.21 KB
canonical/modules/M016-stock-based-compensation.md
SHA-256c1d5b9d4c022f7c21d0cfa6e1a91dfe78049f0ec053118db639739197820d788
6.95 KB
canonical/modules/M017-leases-and-off-balance-sheet-commitments.md
SHA-2561e74bbc6ca08e8ce6921c1239608b69ab63d45bce26ae70948fcf4b0983731c5
6.05 KB
canonical/modules/M018-goodwill-intangibles-and-impairment.md
SHA-256f4d7ab034045bbfc03a1e9f47233586786086edf3377102f0c6725226839c11d
6.08 KB
canonical/modules/M019-taxes-and-deferred-taxes.md
SHA-25649e174def8c755ea61b3dc70232491d3e71d805e618dd27f11a871e1a58020ca
6.49 KB
canonical/modules/M020-pensions-and-postretirement-obligations.md
SHA-256ee27c44b6d4702594dba8694b173631b18c31103dea4926233ed8d1279b39906
5.89 KB
canonical/modules/M021-earnings-quality-framework.md
SHA-256abf242a31856826ebbe7073ddb05989df9bb32034f0fcf3e2493e7224ee30dbb
5.9 KB
canonical/modules/M022-accrual-and-cash-conversion-tests.md
SHA-256d21b2ce5bd8b145fa2212ea128a350e6694beec8aacdf612de870f76e09cc908
6.58 KB
canonical/modules/M023-non-gaap-reconstruction.md
SHA-256ac20dd766649a246d151932ee8ed71d6496b4062cc7e96653d6f07609c72d53e
6.61 KB
canonical/modules/M024-fraud-and-manipulation-red-flags.md
SHA-2567ff78b0683d705b1be278fc0ffe55973395b941403f318ee4f0f3189a52b43b3
6.25 KB
canonical/modules/M025-accounting-estimates-and-management-bias.md
SHA-25683837bebe80c310a7e5b5cccf8a0136534dcf747d7b0942f29317b20a3a88e09
6.2 KB
canonical/modules/M026-business-model-deconstruction.md
SHA-256d74e3cc733beb85516b0f2031804aa641be3f0f6ae7b0c3d641749d6ae48c1a5
6.01 KB
canonical/modules/M027-unit-economics-and-cohort-thinking.md
SHA-256981725b3d179bcb6af1e84ae4e303e22490ce25e39aa6f528071bb5c222457b9
6.37 KB
canonical/modules/M028-pricing-power-and-price-volume-mix.md
SHA-25601aefe9ab9127bfdb9dc7d2ce5dc87cde149e9574f85f8aa022d9f1127a91854
5.86 KB
canonical/modules/M029-recurring-revenue-and-retention-quality.md
SHA-2561b0e2416435af6082b66d58fdbd0a9aecf7d5e2c73cf959643e26dee81183691
6 KB
canonical/modules/M030-capital-intensity-and-reinvestment-runway.md
SHA-25644534966f48058afa7cbbe657f3c9723ba1227a2de1a1752b48bf30f2ae75188
6.34 KB
canonical/modules/M031-industry-structure-mapping.md
SHA-2564505d06506852044ee3b67d17bd6dc42a2754716716ab089490d4c519c66c07b
5.89 KB
canonical/modules/M032-market-sizing-and-tam-discipline.md
SHA-2569713f93172a0653bf8518bf90b083282d9a4ba6ca5b937336ea794dc8d3762aa
5.99 KB
canonical/modules/M033-competitive-advantage-and-moat-testing.md
SHA-256e5225801415572e03abb37a571d4c8c09c85f74ce6b0f29349c887796c93e181
6.03 KB
canonical/modules/M034-competitor-benchmarking.md
SHA-25687e4ce7507c4869441632d25a2ced014095ec0e3ba06a4a6eaf85195e8667e95
5.97 KB
canonical/modules/M035-disruption-and-technology-s-curves.md
SHA-2569c1ffefb71a59648e83346104afaf98efcf6debcd14e245afc1635dffdc1ed44
6.05 KB
canonical/modules/M036-management-quality-assessment.md
SHA-2568bd2dbc96391dff6de1f81c6c8e25eaed211d1ece6eb842a6a4a7e6ea05fab46
5.97 KB
canonical/modules/M037-capital-allocation-scorecard.md
SHA-25640ba46284eb11444d024e6a5271dd963549f6b35e43b03801d5a85bda64e5e98
6.24 KB
canonical/modules/M038-compensation-and-incentive-analysis.md
SHA-2567e295488b61f2afc5235f291180377a2d3798524c6efcfa08ed2638f57063fd8
5.98 KB
canonical/modules/M039-insider-ownership-and-transactions.md
SHA-256b84296b32fdbba248e29e81a516fa0ec5311f7995aeebffeb183bb9479810eed
6.06 KB
canonical/modules/M040-board-and-governance-risk.md
SHA-2567b8ef77bd4d56870cb5a70fed259b02f704295de79ff824a10b08ee4a72c71de
5.86 KB
canonical/modules/M041-model-architecture-and-standards.md
SHA-2561015aad922cf19a92ec4ffcd3d8edc3755e2aff9171176ef0496da1fb6682e7d
6.67 KB
canonical/modules/M042-historical-data-normalization.md
SHA-256c6abf68e88821ee9ddca945c9338d2d46b7fd8bd1ed112df32b335cceee3c45c
6.28 KB
canonical/modules/M043-revenue-forecasting-by-driver.md
SHA-256f99f85f85fe49dbd6959e6abd368d8a6b57b5b5ef196c4962ac1c5c5b7b91c4d
6.53 KB
canonical/modules/M044-margin-and-cost-forecasting.md
SHA-256f4b60221a9063a2fe916e5591bd5ad8a6d84e8b555d7e1c4c4dc8b82eed5e051
6.2 KB
canonical/modules/M045-balance-sheet-and-cash-flow-forecasting.md
SHA-2562fa54588d56004c4d9546f632b5b899e365081add371a12b05bc68a3a398b25e
6.57 KB
canonical/modules/M046-dcf-from-first-principles.md
SHA-2569fa9444b00361994c5396c93c3530d6f0cb6cbec7458b1ff5eab33ea1b132d0d
7.4 KB
canonical/modules/M047-multiples-and-relative-valuation.md
SHA-2567ed481c1571a58ef4fff35fe0cb2c5ba8ac137dbfa8e77d5c98fe4def6dc3c93
6.85 KB
canonical/modules/M048-reverse-dcf-and-expectations-investing.md
SHA-256aa40f3d1ed336fb89b79dbdffbdd96031e56832eff63667bcfc5b65320764710
6.56 KB
canonical/modules/M049-sum-of-the-parts-and-conglomerate-analysis.md
SHA-256fc4d9d3e1ba5216902c532b82c5cd722114b55f9acb1eb32be29ac44b8713d16
6.55 KB
canonical/modules/M050-scenario-sensitivity-and-probability-weighting.md
SHA-2566b92e6297f2daf390475cb3b4e0b326ea46f6080101b079dde6119cb9fe3a2db
6.76 KB
canonical/modules/M051-earnings-preview-and-post-earnings-procedure.md
SHA-2569d913024daa62ef1221d1096159c77bf79094f6f7ab05adc9bb96ba3fd550e37
6.03 KB
canonical/modules/M052-guidance-analysis-and-estimate-revisions.md
SHA-256e9cb7f2e091801bfc54be7a92ef49b2caba4690dbca68efe96e05447ab3798b2
6.06 KB
canonical/modules/M053-m-a-and-strategic-transactions.md
SHA-256982f45b3a11b016398bacd716c288c347f1feeaa2f965318736d841c319ced61
5.92 KB
canonical/modules/M054-activism-spin-offs-and-restructurings.md
SHA-256f4de139917e97b2a0c0c89fb4e90b453fd998f6cc2ed48fc1291a7d21ccbb130
6.12 KB
canonical/modules/M055-bankruptcy-distress-and-liquidity-events.md
SHA-2566762e1d5b66b8bfd041784c13324d0d6ff44477fb2c42cc65036e9ee4b346b7f
6.96 KB
canonical/modules/M056-expert-calls-and-channel-checks.md
SHA-256f8c60bef122988e0356bf17bfa45e45d66b75e105af0ae0e6a8825c0b4a3706a
6.06 KB
canonical/modules/M057-customer-and-supplier-diligence.md
SHA-256ca5270d92cd2e7a52653c43b493a38b38f3c1951703c23ad7ca8a75735865bed
6.01 KB
canonical/modules/M058-web-app-hiring-and-product-data.md
SHA-2564a762b8ec7e7c85453b4ecdad460029f2cdb5f6b310e4cc7e109a047227943e1
5.96 KB
canonical/modules/M059-pricing-and-inventory-scraping.md
SHA-256c6b198380d4d0f2ed725810911b6c02adfe05cb671a2df6279956c14b5e98466
5.95 KB
canonical/modules/M060-alternative-data-validation.md
SHA-2569f3576e9adfb1ae60670cb280f3307368db40d6b20ea17d518fee159d14e876a
5.96 KB
canonical/modules/M061-risk-register-and-thesis-break-conditions.md
SHA-25614d6850cd4ea9705278b54fe0d9d05ca350ba86bbdfefa266652ba1e45d9fa2e
6.09 KB
canonical/modules/M062-balance-sheet-and-liquidity-stress-testing.md
SHA-2569c1c2f8fa091b5db26f32e4a18be6e2d383ef738aeb89809390944e660ee4a49
6.78 KB
canonical/modules/M063-position-sizing-inputs-for-research-teams.md
SHA-2560aacefb644e40ee19dde748b8191395c0b24a31caa4bf8dece0c4bdd8b38ffe4
6.18 KB
canonical/modules/M064-decision-journaling-and-pre-mortems.md
SHA-2566ed746fb0477f01b68efed3e66c6bf2330e0ae51bca47de7a148fd68d9920569
6.05 KB
canonical/modules/M065-post-mortems-and-error-taxonomy.md
SHA-256cfc197cc42b6ebbb5dcab29a2ec23c3bc802b6402043d1fb5288dc26173559bb
5.94 KB
canonical/modules/M066-investment-memo-writing.md
SHA-256aa94c378ed49b16f56ac68a66598c2497293c59c2ae5af9dc0a989060bb6a2c7
5.87 KB
canonical/modules/M067-charts-tables-and-evidence-design.md
SHA-2560293de0d69df433dadb86130b5c00575f81efe762c55851dacdd2e4ed4debb56
5.88 KB
canonical/modules/M068-investment-committee-defense.md
SHA-25630fabc26ae72b40aec63fe6bd44fa3191d1e079bda56de9f63b16a15e26ea654
5.99 KB
canonical/modules/M069-analyst-training-and-deliberate-practice.md
SHA-25648d82d214b1f6e4c6d20a4b69c8a244d8276bdebd7d12facfa662e91db5b4f47
6.17 KB
canonical/modules/M070-research-system-automation-and-ai-assistance.md
SHA-256e94f29d3cc2253cc3894a10543f4ebd8b611f7967c2006c2c2b7ee19e35fe67e
8.89 KB
canonical/modules/M071-software-and-saas-analyst-playbook.md
SHA-256401c5a382787775e31c3f368b2c875cad658ce099f0521e726c4fe71d9e93a84
7.4 KB
canonical/modules/M072-semiconductors-analyst-playbook.md
SHA-2564bb2ce7b284be007dbd73e63b17fca13e0215b5e16281bf4f330b7772e603b1d
7.81 KB
canonical/modules/M073-ai-accelerators-and-compute-analyst-playbook.md
SHA-2565cc455e0e218dfc2a97efbe7d30aa1c6d793d25240bee5791b4d577d284d2cc6
8.51 KB
canonical/modules/M074-cloud-and-data-centers-analyst-playbook.md
SHA-256a6af05568011ec39292d48897da30ebd8b0a85af94024b9f68f90a78bee79837
8.24 KB
canonical/modules/M075-industrial-machinery-analyst-playbook.md
SHA-256ef54d7d7bdc3ddaf57b334610d6f518d45c810fc50ddeb0af9b42031ced381b7
7.63 KB
canonical/modules/M076-aerospace-and-defense-analyst-playbook.md
SHA-256d08cd7ff0a9737983041d2d0c234136f0b2ded2ccc7c5b6beeb94b9ac4851727
7.67 KB
canonical/modules/M077-airlines-analyst-playbook.md
SHA-256b9a39f5c4a033e5c9b30f3e8b2fcaa7842c281c4d4dca4d6418f385a3da670a3
6.62 KB
canonical/modules/M078-automotive-oems-analyst-playbook.md
SHA-2563380f56dfd236b62e31de67ff33a45cbe10df097a55b2ed21042281f26d34b1f
7.66 KB
canonical/modules/M079-ev-and-battery-manufacturers-analyst-playbook.md
SHA-256914769085dffdb768a8891e1005584f848d43355bdcb027b04e03feeb9871fbd
7.79 KB
canonical/modules/M080-bess-electrical-balance-of-system-analyst-playbook.md
SHA-25638c9857291d16349dd4ce13a0edf0f1974a5a5535d0533c480678c6dfd9221c4
7.86 KB
canonical/modules/M081-grid-equipment-and-electrification-analyst-playbook.md
SHA-256ae8c718842ed6a1ab711889ce80054233ba49ec9cdc55b0864a1a99c08b745d5
8.26 KB
canonical/modules/M082-electric-utilities-analyst-playbook.md
SHA-256a718c5f4fd86c6f17c92d3aa9918e8484d0a95948749f1fcdb5a0b752c3b183a
7.68 KB
canonical/modules/M083-renewable-developers-analyst-playbook.md
SHA-2562ae9063c40f06c3449845dd0d7cccc1081fd4bf9820136d6ed4c470801929a18
8.07 KB
canonical/modules/M084-oil-and-gas-e-p-analyst-playbook.md
SHA-2567b2add060dd6bfdb0e2ff7716fd8e9a4eb1b5d3d357ef2e2d15b045b40ee7cde
7.94 KB
canonical/modules/M085-midstream-energy-analyst-playbook.md
SHA-2564f095579ed4765b32747d4c882b82a8af8336be2ac092bf808e4def7e26b0aec
7.77 KB
canonical/modules/M086-refiners-analyst-playbook.md
SHA-2560955d9ba448d5ac3820f6192976eb2c861f9b78c9d03fe828562f3557aa6ac66
7.42 KB
canonical/modules/M087-chemicals-analyst-playbook.md
SHA-25658152955b1f6fdda32fb6db415aa539b88626535193c87c2c7637f3d5645ccd7
7.1 KB
canonical/modules/M088-mining-and-metals-analyst-playbook.md
SHA-256dd4026e26375a3924cc0f21148a5b3f7c5a653b21f6a81a0822c348751a6903e
7.84 KB
canonical/modules/M089-banks-analyst-playbook.md
SHA-25645ad808e108d912ade0156864b9856340a16d44dad5f82aa6b96f7673bc96be1
7.52 KB
canonical/modules/M090-property-and-casualty-insurance-analyst-playbook.md
SHA-2562b817d2bbf872b3f7ca18e92493e0e20da529105acfa5556aab9103c931b3b4d
6.49 KB
canonical/modules/M091-life-insurance-analyst-playbook.md
SHA-25694cc8afe2a9649ae5571b72c6491b873544824ae8a3820a1324b6d7c665ea3de
7.69 KB
canonical/modules/M092-asset-managers-and-brokers-analyst-playbook.md
SHA-256ad79da52020a590a9fed8e4a8976efca26c41e6ff5ffb9eb69bd053dbab57f39
7.72 KB
canonical/modules/M093-payments-and-fintech-analyst-playbook.md
SHA-2569b561b95c934c463c2c2cfa283beb5e97536e7f95629d9083bb41175861005f6
7.78 KB
canonical/modules/M094-reits-analyst-playbook.md
SHA-2561ddb4aef9b1d4ba723895a9eb547ab7cd236bc1cc971e574b836af9049767281
6.97 KB
canonical/modules/M095-homebuilders-analyst-playbook.md
SHA-2567b0f1ec0cbf0d3b32b3565dd14eccf1e1c06c4425d6e740b15e288f469f35304
7.44 KB
canonical/modules/M096-restaurants-analyst-playbook.md
SHA-2568cdda9e89f282e44d91df9548b583df9da72188e023106a4a9531c11b8855492
7.22 KB
canonical/modules/M097-retail-analyst-playbook.md
SHA-2561e329048adfdf5a682166b3366ea8f70536db0b727d7472dcad5571763fa0393
7.44 KB
canonical/modules/M098-consumer-packaged-goods-analyst-playbook.md
SHA-25677722cd300fa337be1d26918a1f98dd49025683a6c386ba32091f6f5ae02075f
6.92 KB
canonical/modules/M099-pharmaceuticals-analyst-playbook.md
SHA-2566cf82640b95ef1b4ef331c21aedb0ace00aa35aa4a319b00d29a79e725168382
7.71 KB
canonical/modules/M100-biotechnology-analyst-playbook.md
SHA-25676470ae197de8e83011de08f5940867dd44030e7f0480487389929d3df7ad161
7.53 KB
canonical/modules/M101-medical-devices-analyst-playbook.md
SHA-2565da58488f167182b1973fe8635340772a03533adc32f530f98a8ac8c79028453
7.49 KB
canonical/modules/M102-managed-care-analyst-playbook.md
SHA-256970687f5a2f5b62b0f90808018c547a1e68badcf0846d4de90a912647e349dfe
7.64 KB
canonical/modules/M103-telecom-analyst-playbook.md
SHA-256fd34945786bb5d74cafc6e9f84af76588db7333c768c0e86f38dd6a48606532a
7.24 KB
canonical/modules/M104-internet-platforms-and-marketplaces-analyst-playbook.md
SHA-2567d2b4de110ab16e624198e0c71d243824147800306eade177beb58a23c9ae925
7.64 KB
canonical/modules/M105-cybersecurity-analyst-playbook.md
SHA-2561680fc7b15cc7edd684b27d385de636965fe8c5e93e05f8b8c836aa7e68c5b7f
7.29 KB
canonical/modules/M106-railroads-and-logistics-analyst-playbook.md
SHA-256df0f24a2d0a936acaee4e731aa6034fe60787c078aeb66e3de90d5921079bfe0
7.6 KB
canonical/schemas/assumption-register.schema.json
SHA-2567c2ebf2b5839909c681ccd38533125f6b9b74a37e779dca724d57bdf96b1b341
1.28 KB
canonical/schemas/decision-journal.schema.json
SHA-2566452216e124652dfa6d6f49ca34ef372d68b8bfe228a0070cd0a9a053dec2299
1.03 KB
canonical/schemas/model-change-log.schema.json
SHA-256598c66d8e5e155a595bc927f3c2dbf50080565c29cfbf6164b7d9aea93249573
904 Bytes
canonical/schemas/research-state.schema.json
SHA-256af70f8225b67f252e2137165e3c1530cc41838a3333ccd7c016c12a471649f4c
1.48 KB
canonical/schemas/risk-register.schema.json
SHA-2568a80cfd0d8e980debd564b228daf1c7c1832f408495f2d687d088d01dcdfefa0
1.3 KB
canonical/schemas/source-log.schema.json
SHA-256e0d1b8456ee5671decc9c1987999e28f37326374ccd57123112968e2f48b5be5
1.5 KB
canonical/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
canonical/universal/sector-playbooks-common-protocol.md
SHA-256cd79a9abe8e39766628e7932c44710446fc77d795ce553dec9ad0ecc1b8f6807
1.26 KB
developer-tools/build_release.py
SHA-2567f893dd1511e93aa8050728a8aa6c4cf7c5cd14487fff2f665b06cf0fc2de5ad
7.2 KB
developer-tools/build_v2_assets.py
SHA-256e8e66d9ab9430985b9f4f864672d351a1d978987435c8e5ead9f73c3ec9172ff
59 KB
developer-tools/finance_engine.py
SHA-25636060821175154f3e1797bed46ce7110a66a6ca5eb928c0ffb1101833a63eb78
7.95 KB
developer-tools/integrity_check.py
SHA-25697f70db5cb99623d78a301589a7e6175cc9db8b51e10f72b5f7d1c52d2d65255
4.1 KB
developer-tools/package_audit.py
SHA-256b1f05c8eda4bc0543926a316e88e78fb3f947282830c04dcd5f69a729d067c18
2.54 KB
developer-tools/research_state_validator.py
SHA-256f94eb62907b804ef8c5f715a6995c0115efdb754591f7d907cbc589f3d8a75b5
1.12 KB
developer-tools/run_v2_tests.py
SHA-2569f21bff10e30ca1e89e6c66d6eafb0d341b0d75d482a3ff393cc12cc81c6199a
409 Bytes
developer-tools/tests/test_finance_engine.py
SHA-2569d9f80c8a6f97c4cad5933682c7330ce4eb9a748fccd6bb029080e999edf4295
1.05 KB
evals/README.md
SHA-25691dffb209b8db0cf39c7ca6b2e7bb2bf1f2aa4e966dc9415dab6dcc5c11a4b43
481 Bytes
evals/cases.json
SHA-256fa39f1debed9dff2332482b97d96647e5a19baad95ab22ccadbbb6c856a0a696
41.6 KB
marketplace/MARKETPLACE_SUBMISSION.md
SHA-256ba9bba868f5d02bcf71fc8dc5e58c5320eeba1f3a472f4cd263cf5cb8e1eaf7e
2.45 KB
marketplace/PUBLISHER_TODOS.md
SHA-256c262777a9cde33c5bbd619dcefee002d867f55f1bf8445d2691de69ca97364c8
879 Bytes
marketplace/RELEASE_NOTES.md
SHA-256bb0d61575bbac417a132d5e1cd88e44a94559c72e6f6eb12005c71aa017273b3
882 Bytes
marketplace/USE_CASE_INVENTORY.md
SHA-256f1a0617eab7fd2275d85dcbe23f48a19c2387d0ec2fa4375b77a90e0cd9e05a1
1.58 KB
marketplace/starter-prompts.json
SHA-2560fdadb3e9a20bd03979cef638f6e7c15ab131783255370780d2b2f9a9ad6ff9c
493 Bytes
marketplace/tests/negative-tests.json
SHA-25610540728ff2771c737061753c6a40083d1c653a86003675f81b2787b40e088e8
2 KB
marketplace/tests/positive-tests.json
SHA-2566456e56136bbd65c859afdf0b8d2a0f33c24211c9010ef7a3b430203280a6e13
5.7 KB
plugin.json
SHA-256a07efca9f67326f75076ab39a83fd79ac6b81f51ca7be4cb9887e87416979e56
629 Bytes
provenance/CONTENT_MANIFEST.v1.0.0.json
SHA-256639fbd0df7b30c90cb7b484606e485a52ff85e36cebf4d44de03dc7c0e949266
81.8 KB
references/v2/README.md
SHA-256fbdbc5a6912fadc64fd5e46a54089926d3aa409fa598bad1930329eaacb6bd61
336 Bytes
references/v2/audit-protocol.md
SHA-25633d6981438fb956776c319e21bc817503a19c0e9022fc3dcd581366cbb6ed4cd
985 Bytes
references/v2/confidence-scoring.md
SHA-2564cdc5953024f625f6cba3efea57dba06fdc128c5e2eae86fecc0dd8cebb363c8
1.2 KB
references/v2/evidence-system.md
SHA-256c7d5db25c9dc76d7ea6d4353c612c0ca7627504bb52bcc2c06946a39e5d16e72
1.24 KB
references/v2/research-budget-evoi.md
SHA-256f2396d24a641a87d70ea66ce4ccf30bffdb61298f550b86707714f4b60e3be9e
857 Bytes
references/v2/sector-model-index.md
SHA-2562e3f2003a1d3325b4b6dbaf41fac63079fff7278423f06f1b11229305923e71e
282 Bytes
references/v2/source-policy.md
SHA-256f17fd8fdaf84eabaec5d71fd11f75cb49767286ecfa092314bade9a4e0ad5916
2.31 KB
references/v2/state-and-gates.md
SHA-256d0aedd08b0779b1f37856eb560506a6000b7a7ad73a65ee72a7a2ba58a59c36c
1.04 KB
references/v2/workflow-index.md
SHA-256de8cd82d690e1225497d23e18b4887d80f396f8cfc45e3d3b8f0087c21be3951
1.44 KB
schemas/v2/audit-result.schema.json
SHA-2568399c9cf56142cc44d4fe7401bc2abc71d520389fa5d24ac56ae294f1b4e3a63
594 Bytes
schemas/v2/claim-graph.schema.json
SHA-2565b6883c9ede9a40c6d888833ae0bea3847cc5380bc5d509e21375a24638e907d
2.3 KB
schemas/v2/confidence-score.schema.json
SHA-256927b0dd948464446406d8cffa17767ae117bc1c65017954297538a13c8e589f9
560 Bytes
schemas/v2/contradiction-register.schema.json
SHA-256b5cde5f5c5704297b50dc61af72130072a5e2ad1514547c125aef92387601e88
1.29 KB
schemas/v2/definition-register.schema.json
SHA-256c338ddaeac071718e186ff64570775a77f78a6273d3cfdb2d5f77c0fd06512f0
1.24 KB
schemas/v2/evidence-ledger.schema.json
SHA-2561186e1034c4e62ca3938c43bfacae4fec2af0b61a649f23db8603b8e7a0d1859
2.24 KB
schemas/v2/forecast-error.schema.json
SHA-25610602bb0bbd750d48c0ff894d50b77d5a060af6479c449e0919461beff806e94
1.87 KB
schemas/v2/management-scorecard.schema.json
SHA-256ea09e719766fab178d7b56004648cd13c54f9e34efcf9f60cece6761ef78eac7
1.89 KB
schemas/v2/research-budget.schema.json
SHA-2564e39d4c9f5ae7fde7a54510546c7165ffee05b38efbe7ab2502ef3faaa3eb369
1.6 KB
schemas/v2/research-state-v2.schema.json
SHA-25642ce43cd3a086621b0728f7728a2199d3419fd16d6b87f1165bbf7dd128fba5d
2.36 KB
scripts/README.md
SHA-2561241c0d8773abbb08031174849afd9fb6ceee6b2549eef1234e20a60c9fe9720
487 Bytes
scripts/accounting/cash_flow_reconcile.py
SHA-256b6bbe8f20c9dad533228129c2ed460dc4f35cd034f1939f8f3ddc09b1201b8e7
523 Bytes
scripts/accounting/lease_normalization.py
SHA-2563f1b819a0c9ad5206fc8389b481dc55ac05f864b729e04f5d81b5225d09bf59a
523 Bytes
scripts/accounting/sbc_dilution.py
SHA-256d40e347dee1256343a47157542a8e92cad82a2e981692285ee0dbf19a0112b22
495 Bytes
scripts/accounting/share_count_bridge.py
SHA-2564e792a9f3bd8bd6cba02667c51f752c39adbbe228964f57075296d4cd29fa32d
519 Bytes
scripts/accounting/tax_normalization.py
SHA-256ad186202cf46a3b93d72ddce525709aeacac1bfd99799424e64cad9c0f0af51c
515 Bytes
scripts/accounting/three_statement_reconcile.py
SHA-25625644a3a80af7a5f0c6f1f7c089d2f1ce1b75a6bbb0b0fd01420322c15f337c9
547 Bytes
scripts/accounting/working_capital_metrics.py
SHA-256262e1bf667202cbe119537315e26f3a9cb91e9e63e5b4a13c7ef4d555be8a98b
539 Bytes
scripts/finance_core.py
SHA-256023802a3afe2669e37d8ab512ef32b64492641d9596164012f18ad85ed0acb48
20.8 KB
scripts/forensics/accruals.py
SHA-256be0d9590fb11219b13d54cbd749ffbb38a6005f5b4bddc764c7215804ced1b49
479 Bytes
scripts/forensics/beneish_m_score.py
SHA-256e21cda2f88f120d97ae63d9232b48be502fdca9d83a0c76691906d4e49cc8de4
507 Bytes
scripts/forensics/cash_conversion.py
SHA-256df5e72fd60527f17e6a11fd672effd928c72abaf77b1408b9040ef24c857b956
507 Bytes
scripts/forensics/disclosure_drift.py
SHA-25636d0daf6b1d2c5a6aa6e0420a175e8965492fdca4e11e3756dc9cba01b90c0f1
511 Bytes
scripts/forensics/working_capital_anomalies.py
SHA-2563073fd98e46367e57a1f228e21a2d817d4d0273c931a3672fb096436d4f259e1
547 Bytes
scripts/research/evidence_freshness.py
SHA-2564fdb1b18f567b9b7f7b6363480dc22f5d499ad6fe59f5f7237ca8a1f0602a0a9
519 Bytes
scripts/research/evoi_priority.py
SHA-25690ed1f9f287a65f869e74908fc67f42689bfd5501035b189b99305c4f1623aa1
499 Bytes
scripts/research/forecast_bias.py
SHA-256a720ca91dd357651b3b82cfd3e51372c489f9631d6d26ab8baebe4a9383119e5
499 Bytes
scripts/research/forecast_error.py
SHA-25614e7b0dd50893b6c26248d002d24f2b6d14428753c7ec58eae0ed43fe0e239ec
503 Bytes
scripts/research/management_credibility.py
SHA-256b4d9897679eed06c0abe0708c87bf500ee93a8550b9b22ed8fe7d841f80adcac
535 Bytes
scripts/research/research_confidence.py
SHA-2568e008335f8ddd9183ad69342d7444d408752c536e437cae6dad131605d7ed189
523 Bytes
scripts/research_audit.py
SHA-2565ed9a9e02d18166135fffd12e5cfa9513561d73f6e5c27d63c45d51cab0941cb
4.24 KB
scripts/risk/covenant_headroom.py
SHA-2562b65036e6b4073d990e7b3d51a631a3798a4903f02c7776a90cadbb126857d2d
515 Bytes
scripts/risk/debt_maturity_schedule.py
SHA-256384c084afac785b67d2d5db06b1ece24496312392cf1183440706bae26e5c44d
535 Bytes
scripts/risk/dilution_stress.py
SHA-256b8216cb1d9bac6f9d6aaf828dd379cc43882d94adbfed43f4fa3b465fc1a9197
507 Bytes
scripts/risk/liquidity_runway.py
SHA-2565dd76684b8fbb7de28e21e13fa93f02d76f839a2a0136de333a035f0ef5144d4
511 Bytes
scripts/risk/refinancing_stress.py
SHA-25627a1c83a30818d0d2d96f0b61412e73b3befa2f224a588e7e941d933bccf8497
519 Bytes
scripts/run_calculation.py
SHA-25609768c90f7d47659893d988d29a235c193f6fcd305e64e37a70f193c32e8301b
905 Bytes
scripts/state_gate.py
SHA-2562b8b1f71cb1fc6176a202768750dfbd91e55a9d0a50fe4fe123c9a4196f0a2ed
2.76 KB
scripts/valuation/dcf.py
SHA-2567c6a89662fe16f5a855dbabc158d847e2d802c7694c8d8c97632ee4342a468d0
459 Bytes
scripts/valuation/multiples_valuation.py
SHA-25621aab63168f1d491ab8ba5a593055aacf1a2dba52654b5eabf80c1a432166d7f
523 Bytes
scripts/valuation/residual_income.py
SHA-25697d92b3bf154c21b75a29eb26caa8882c7483098e7d622b70aecdc562a605c23
507 Bytes
scripts/valuation/reverse_dcf_implied_growth.py
SHA-25650c8e9097cf30a65114f533deb5b75c35172a7e00fa964b89a98b2f62586fc91
551 Bytes
scripts/valuation/scenario_valuation.py
SHA-256d4d2ffa56770dfb81da8660fbf9277a741b95d56898a0c18f00b9880a94bacf3
519 Bytes
scripts/valuation/sum_of_parts.py
SHA-2567292038f7c85b764fda5e5c74ca14f45024e168bc3edd169f01c90fe8053a467
495 Bytes
sector-models/M071-software-and-saas.model.json
SHA-25689498b62bb9b3df3e4644b1f30ad00431ae770a1243dfd2e68d335d12dbd875a
1.47 KB
sector-models/M072-semiconductors.model.json
SHA-256171ed40387f871f5d9af39742eba6c8cd4bd7ba4dd03a43b011178884383311d
1.46 KB
sector-models/M073-ai-accelerators-and-compute.model.json
SHA-256def6f54daba944eeb29bd446a12c4bf4bbe352aff93400367e8e3de4d52822c1
1.5 KB
sector-models/M074-cloud-and-data-centers.model.json
SHA-25665ba1d76dbd07a7ae7d401de09c9405f0c835852427c420651fe5f08730aa2f1
1.49 KB
sector-models/M075-industrial-machinery.model.json
SHA-25626b5bd5f4839331fd9b7c129ef5cd72600f7f0b8a0ed2a198af2a993731978af
1.47 KB
sector-models/M076-aerospace-and-defense.model.json
SHA-256ef3dc2f94722f0c5c78e6ce6de198c0d664e93615935c0a0643991cdfc16f86d
1.47 KB
sector-models/M077-airlines.model.json
SHA-256be40ecfea5f9cc9d703074078d745094af7396a7855ac0783e3e3ae84fe40be9
1.43 KB
sector-models/M078-automotive-oems.model.json
SHA-256d93557d8a894f525e34499162610f6347b86f3cc7485858dae99d1978a6dc624
1.47 KB
sector-models/M079-ev-and-battery-manufacturers.model.json
SHA-256c6b3e75a56fa537046620f5ab2ec29a6b363ef6ebef64c1d05785cf8a7ce3b62
1.48 KB
sector-models/M080-bess-electrical-balance-of-system.model.json
SHA-25610a1413b482505ed2efef6c9c3701335271f3d1ecd801f0ca566e93d20fd6f64
1.51 KB
sector-models/M081-grid-equipment-and-electrification.model.json
SHA-25606853bc5bf5a47a974fd22b9c2587bea62604c3748f03db479e4b59e176d2937
1.5 KB
sector-models/M082-electric-utilities.model.json
SHA-256d25e1f4de159aea7c90932ba8f8e395df31815b90c278930de3b02ca66bc7413
1.45 KB
sector-models/M083-renewable-developers.model.json
SHA-2560ac07b0423c619a517ee7a6e779f4a3663a40c082737ec672e469ef8b3ae5f99
1.46 KB
sector-models/M084-oil-and-gas-e-p.model.json
SHA-2560a0e1cee9e23f469885c5f54eb6d85459b98fb924c92bd56e26d1484a377b0fc
1.48 KB
sector-models/M085-midstream-energy.model.json
SHA-25650dafd62081e0c9f14d0c216f0dce3b735f523ab9ed3fbee681ebb1764e3fdd8
1.48 KB
sector-models/M086-refiners.model.json
SHA-256f96a674ee338cc9ec109e87d1d53ea80f0096d7cad458991fe2c60c54b2e4325
1.48 KB
sector-models/M087-chemicals.model.json
SHA-2569b918abb781664d834e6b0ec9cc108f764bad8d5e7ed4a649f46b886f13fda2c
1.47 KB
sector-models/M088-mining-and-metals.model.json
SHA-256056e00a82f27fce28fdeba2a9bd685274e202c33aee52c58bb965bbdd3108755
1.45 KB
sector-models/M089-banks.model.json
SHA-2563f8781583a79068e0225ef42d87dc6c0f57946dfcf6acd1ab8a743ae99b8fe79
1.44 KB
sector-models/M090-property-and-casualty-insurance.model.json
SHA-256ea7e4e11600557398a8fda6dc19e033f75560449fdac70649c5693e366af35d8
1.52 KB
sector-models/M091-life-insurance.model.json
SHA-2566a6e1eaf6ee0ac37c09dc7a8919a00186f87d06b1ee1719cc20cae2d81c1281a
1.45 KB
sector-models/M092-asset-managers-and-brokers.model.json
SHA-25651da830f01ffce4b1f5d6053a671f5e62d3e5acfd7c945ccaebde301bd18c60f
1.49 KB
sector-models/M093-payments-and-fintech.model.json
SHA-256348354b86cc36d0f271ae3a2e897001fbaab7f3572ca069ae1dfd17cc2a667f7
1.48 KB
sector-models/M094-reits.model.json
SHA-256516a839ee05d3919bf149efcfc1dbea589d1174d7112e311542336825dd52a62
1.44 KB
sector-models/M095-homebuilders.model.json
SHA-25651d0d8574f22705ceda93fb2f52c6c0ce956bae2a2a5d42863772be6afcdc09e
1.46 KB
sector-models/M096-restaurants.model.json
SHA-2564d430c36c265d574281c04dcea27e62fefff5db3b3bc8a707c3155a5c8bd292e
1.46 KB
sector-models/M097-retail.model.json
SHA-2563f41e6f1136140eee1837c10834870dcf4c3ff3a4ca58c114e7be0a102bc87ce
1.45 KB
sector-models/M098-consumer-packaged-goods.model.json
SHA-2569c01506c20187c2e940fae59276520dcc203c2929f87e3344a4533ed34316981
1.49 KB
sector-models/M099-pharmaceuticals.model.json
SHA-25688736a53981d7d9638f0ce59301450e45aae3185f74f6ae15d828fa1708a9d32
1.48 KB
sector-models/M100-biotechnology.model.json
SHA-256014359923ce29597095bcdf04f387483f53218429c75efc78a76352af2073c15
1.5 KB
sector-models/M101-medical-devices.model.json
SHA-2564b971bd7e06d9dae9ceb3cab3eba8954ecd83f1f6eaf8110115ad8fcaeee4e38
1.46 KB
sector-models/M102-managed-care.model.json
SHA-25660c6451348753ecd4a2cf6f2f70ab34d1eaa938e65835d381b9d40089f25ba59
1.46 KB
sector-models/M103-telecom.model.json
SHA-2569bc5f3b50fcf4a2f037dac8b6596e171c7df4ea4218535e3c8e1f8c449be6dca
1.41 KB
sector-models/M104-internet-platforms-and-marketplaces.model.json
SHA-2569cec39665706cc78ba5904311d39124ecdcd32943994f4c0b479a16b47fde43b
1.5 KB
sector-models/M105-cybersecurity.model.json
SHA-2562bcdc13c06952dfa8026e03d380673d995378a60f07d00e01172344ec779e2d6
1.46 KB
sector-models/M106-railroads-and-logistics.model.json
SHA-2562336bc764ab4b757b112290c8157979d3edba31763fc9e02821cfb982b8e28fa
1.45 KB
sector-models/index.json
SHA-256ca6647c214cacd4f3f5c03725d2eb39505f7313731450c9bb098fe140ff82f8b
8.07 KB
skills/accounting-analysis/SKILL.md
SHA-256b1c696b64c8b82aa0fb4a747c62c6fb55467f3eec594beec734022b1f4ba5103
2.7 KB
skills/accounting-analysis/agents/openai.yaml
SHA-2569bcd4ef59d20b3fea690bc166acd78037d30477f7b4c6981eca8e661767dd7bc
305 Bytes
skills/accounting-analysis/references/appendices/Appendix-B-institutional-model-build-standard.md
SHA-25688700bb003fecd04a2660c930a59caf0399e6030d0c49005b0585ea1eef11664
3.45 KB
skills/accounting-analysis/references/appendices/Appendix-C-formula-and-concept-encyclopedia.md
SHA-25613317d20f897acfa184b9555c6c0cbd7ecfb58c70a959d9f34cf0ce908dd711b
5.72 KB
skills/accounting-analysis/references/master-labs/Master-Lab-01-accounting-mechanics-journal-entries-and-footnote-reconstruction.md
SHA-256982f9190a6b34cef0a7e3a2d0846ce798a6ca3fbaf972b4248489ad1d5de1bee
22.4 KB
skills/accounting-analysis/references/master-labs/Master-Lab-02-integrated-three-statement-model-build-from-raw-filings.md
SHA-25643494ec947024275eafbd017cc47e39c04fa6f94f2312d4bc8e6c5ea3b4cf241
21.7 KB
skills/accounting-analysis/references/master-labs/Master-Lab-14-formula-modeling-and-analytical-reference-encyclopedia.md
SHA-256acd4133c0e861f8b5ec9423134ab7bb60d6bd157490dc0e0456541bb5c1a2a4c
11.6 KB
skills/accounting-analysis/references/modules/M011-three-statement-mastery.md
SHA-25629cca9688459f4df7c8e3b818cfd53bea2e29d52067664bc79b52ca4b1d1c701
6.6 KB
skills/accounting-analysis/references/modules/M012-revenue-recognition-analysis.md
SHA-2566a04f63515957e2398634c6bba557949167441e6a3bf325d5d86b937689400d7
6.9 KB
skills/accounting-analysis/references/modules/M013-cost-structure-and-margin-architecture.md
SHA-2566ae94e715f996e4490ca051ae04bd8c5f4752e4501c9abae159ab5c42424a9c8
6.04 KB
skills/accounting-analysis/references/modules/M014-working-capital-mechanics.md
SHA-256b1502150cbe1fc8bb2d6432e536b5867735dfcc00ae063d7fe0ab345ac3c55cb
6.38 KB
skills/accounting-analysis/references/modules/M015-capital-expenditures-depreciation-and-asset-intensity.md
SHA-256ad79a8f81f0e9ac84cd35717ac4ea646372f48b86415ec8e8132d36f21334f49
6.21 KB
skills/accounting-analysis/references/modules/M016-stock-based-compensation.md
SHA-256c1d5b9d4c022f7c21d0cfa6e1a91dfe78049f0ec053118db639739197820d788
6.95 KB
skills/accounting-analysis/references/modules/M017-leases-and-off-balance-sheet-commitments.md
SHA-2561e74bbc6ca08e8ce6921c1239608b69ab63d45bce26ae70948fcf4b0983731c5
6.05 KB
skills/accounting-analysis/references/modules/M018-goodwill-intangibles-and-impairment.md
SHA-256f4d7ab034045bbfc03a1e9f47233586786086edf3377102f0c6725226839c11d
6.08 KB
skills/accounting-analysis/references/modules/M019-taxes-and-deferred-taxes.md
SHA-25649e174def8c755ea61b3dc70232491d3e71d805e618dd27f11a871e1a58020ca
6.49 KB
skills/accounting-analysis/references/modules/M020-pensions-and-postretirement-obligations.md
SHA-256ee27c44b6d4702594dba8694b173631b18c31103dea4926233ed8d1279b39906
5.89 KB
skills/accounting-analysis/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/accounting-analysis/references/reference-index.json
SHA-256d03efb5dc82c3d6b58aec8a6ecb91cea09ef9bb34825df5d125f35e91e25ac00
2.54 KB
skills/accounting-analysis/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/alternative-data/SKILL.md
SHA-2563b3d3927312cc07e2d9c67a831f5844f454da764c86b8d8141ac8bdee25846b0
2.64 KB
skills/alternative-data/agents/openai.yaml
SHA-256bd0ec879b96245b9d114c9a1eb815d8701afb1dced9a2d51cb30e365473ea7dd
322 Bytes
skills/alternative-data/references/appendices/Appendix-F-ai-and-automation-control-framework.md
SHA-2561a816a391c5e50ffd8977e7d8d134ff2451982ad555b57c0ca7bb1487c236bd4
3.09 KB
skills/alternative-data/references/master-labs/Master-Lab-07-alternative-data-expert-calls-channel-checks-and-signal-validation.md
SHA-256aed4065157ec5f5e52f01b8bfe1f7ebc1adc86f79d141fb43b41e54be08e4fee
13.1 KB
skills/alternative-data/references/master-labs/Master-Lab-08-ai-research-engineering-automation-evaluation-and-model-risk.md
SHA-256f049cc6350160ae0e1b42ee3f810f2b3b7dd4168e864546cc9a37cfafd4d2703
22.4 KB
skills/alternative-data/references/modules/M056-expert-calls-and-channel-checks.md
SHA-256f8c60bef122988e0356bf17bfa45e45d66b75e105af0ae0e6a8825c0b4a3706a
6.06 KB
skills/alternative-data/references/modules/M057-customer-and-supplier-diligence.md
SHA-256ca5270d92cd2e7a52653c43b493a38b38f3c1951703c23ad7ca8a75735865bed
6.01 KB
skills/alternative-data/references/modules/M058-web-app-hiring-and-product-data.md
SHA-2564a762b8ec7e7c85453b4ecdad460029f2cdb5f6b310e4cc7e109a047227943e1
5.96 KB
skills/alternative-data/references/modules/M059-pricing-and-inventory-scraping.md
SHA-256c6b198380d4d0f2ed725810911b6c02adfe05cb671a2df6279956c14b5e98466
5.95 KB
skills/alternative-data/references/modules/M060-alternative-data-validation.md
SHA-2569f3576e9adfb1ae60670cb280f3307368db40d6b20ea17d518fee159d14e876a
5.96 KB
skills/alternative-data/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/alternative-data/references/reference-index.json
SHA-256dfb08efe66495bf65cce98cccee66583461c89fddff0c821ea5dd63445175150
1.43 KB
skills/alternative-data/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/analyst-training/SKILL.md
SHA-2569d835378653834a0af0be163b5ec87d61d9bd453ddf0b8565af3e6454952dab4
2.54 KB
skills/analyst-training/agents/openai.yaml
SHA-25629344d508ca520416004cba07558f103b5af9b3562559505b71d58997e157ca1
309 Bytes
skills/analyst-training/references/appendices/Appendix-A-zero-to-expert-foundation-boot-camp.md
SHA-25647dbdefccded2d8c6d4de25b5efb47d05a8872e410d9a39746c5777d7b01b627
4.04 KB
skills/analyst-training/references/appendices/Appendix-J-12-month-analyst-training-program.md
SHA-256df9558fd3602c773b4005d509f54db5497f21f0b768b8156f50e9d66d16f5654
7.62 KB
skills/analyst-training/references/appendices/Appendix-K-senior-review-and-investment-committee-question-bank.md
SHA-2566821e23a41d56f299d149f925f605be0b4ebe5a4668f213f1a7809ff142e5aa2
4.49 KB
skills/analyst-training/references/appendices/Appendix-M-final-99-point-self-audit.md
SHA-256cc2da04d6a7c3e9a5bce6dcb79e66e458b948cfbd1a34317f43f7a7ae88cc5af
5.15 KB
skills/analyst-training/references/master-labs/Master-Lab-12-zero-to-expert-training-certification-deliberate-practice-and-answer-rubrics.md
SHA-2569979b5301c97f30a344e131256e5f603750f903987163462dafa8ce1f385ce38
15.9 KB
skills/analyst-training/references/master-labs/Master-Lab-13-multi-sector-worked-casebook-with-answer-keys.md
SHA-256082469c60b44e6369e69f57e3a073ca549b6a8054b3393cd1ba50696d258127b
13.7 KB
skills/analyst-training/references/master-labs/Master-Lab-14-formula-modeling-and-analytical-reference-encyclopedia.md
SHA-256acd4133c0e861f8b5ec9423134ab7bb60d6bd157490dc0e0456541bb5c1a2a4c
11.6 KB
skills/analyst-training/references/modules/M069-analyst-training-and-deliberate-practice.md
SHA-25648d82d214b1f6e4c6d20a4b69c8a244d8276bdebd7d12facfa662e91db5b4f47
6.17 KB
skills/analyst-training/references/modules/M070-research-system-automation-and-ai-assistance.md
SHA-256e94f29d3cc2253cc3894a10543f4ebd8b611f7967c2006c2c2b7ee19e35fe67e
8.89 KB
skills/analyst-training/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/analyst-training/references/reference-index.json
SHA-256757ee75d8bc276b2fac28191ab5810f9c4409a68824ce4a3681472cc3c30f137
1.74 KB
skills/analyst-training/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/business-quality/SKILL.md
SHA-2565c67f67ed13e0d6158acdfaabda3de074c420b8834be86c812621107c693e0cf
2.6 KB
skills/business-quality/agents/openai.yaml
SHA-256cfcd10ca9b65470eef978d4972e5deb102f8263b995e4836cf0c4db39b1fe594
299 Bytes
skills/business-quality/references/master-labs/Master-Lab-05-industry-structure-competitive-advantage-market-sizing-and-technology-transition.md
SHA-25629a76bc429aa1f8df9bb844d8467a8f3a82c8356919555beb45e05ad7ea4aa62
17.9 KB
skills/business-quality/references/modules/M026-business-model-deconstruction.md
SHA-256d74e3cc733beb85516b0f2031804aa641be3f0f6ae7b0c3d641749d6ae48c1a5
6.01 KB
skills/business-quality/references/modules/M027-unit-economics-and-cohort-thinking.md
SHA-256981725b3d179bcb6af1e84ae4e303e22490ce25e39aa6f528071bb5c222457b9
6.37 KB
skills/business-quality/references/modules/M028-pricing-power-and-price-volume-mix.md
SHA-25601aefe9ab9127bfdb9dc7d2ce5dc87cde149e9574f85f8aa022d9f1127a91854
5.86 KB
skills/business-quality/references/modules/M029-recurring-revenue-and-retention-quality.md
SHA-2561b0e2416435af6082b66d58fdbd0a9aecf7d5e2c73cf959643e26dee81183691
6 KB
skills/business-quality/references/modules/M030-capital-intensity-and-reinvestment-runway.md
SHA-25644534966f48058afa7cbbe657f3c9723ba1227a2de1a1752b48bf30f2ae75188
6.34 KB
skills/business-quality/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/business-quality/references/reference-index.json
SHA-25636eac8dda3b7cff89e10f1e853e36ba62dcb2cd413ac6d3956b0105d70c51a27
1.13 KB
skills/business-quality/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/earnings-events/SKILL.md
SHA-2568b37b3c0e4ad3cbf0e8a23f32ef17e615b20278faf935fe8070c21b385c97fc4
2.47 KB
skills/earnings-events/agents/openai.yaml
SHA-256f310ab9fa4611b092bca1956131f27b5698df17cf15628cc8c43924a628e5e7f
298 Bytes
skills/earnings-events/references/appendices/Appendix-I-earnings-preview-post-earnings-template.md
SHA-2564c792e110c811cd805f5b737be8469c2745aae45012dad4207105fa31bb1ac6b
4.33 KB
skills/earnings-events/references/master-labs/Master-Lab-09-risk-liquidity-distress-decision-journaling-and-research-sizing-inputs.md
SHA-2568c7b2d2d50ce8a9166556d0292bb9201c02045dbf7eed5acb9eede8d18ce01bc
14.5 KB
skills/earnings-events/references/master-labs/Master-Lab-10-investment-memos-investment-committee-defense-charts-and-continuous-review.md
SHA-2568ab55361b5aefbbccc4f349dc6606b04068730d6b3bceb2f716ccedf3d84fe22
13.5 KB
skills/earnings-events/references/modules/M008-10-q-and-interim-update-procedure.md
SHA-256f79517f63185b64c7af0709d673b84d791c3146cee2f016f7f5cb32e3b8f87b8
6.16 KB
skills/earnings-events/references/modules/M009-8-k-and-event-filing-triage.md
SHA-2569acbf25803a86c1467dd2bcd209e82f06798842d0442033a2b90bfb536160ab9
5.91 KB
skills/earnings-events/references/modules/M051-earnings-preview-and-post-earnings-procedure.md
SHA-2569d913024daa62ef1221d1096159c77bf79094f6f7ab05adc9bb96ba3fd550e37
6.03 KB
skills/earnings-events/references/modules/M052-guidance-analysis-and-estimate-revisions.md
SHA-256e9cb7f2e091801bfc54be7a92ef49b2caba4690dbca68efe96e05447ab3798b2
6.06 KB
skills/earnings-events/references/modules/M053-m-a-and-strategic-transactions.md
SHA-256982f45b3a11b016398bacd716c288c347f1feeaa2f965318736d841c319ced61
5.92 KB
skills/earnings-events/references/modules/M054-activism-spin-offs-and-restructurings.md
SHA-256f4de139917e97b2a0c0c89fb4e90b453fd998f6cc2ed48fc1291a7d21ccbb130
6.12 KB
skills/earnings-events/references/modules/M055-bankruptcy-distress-and-liquidity-events.md
SHA-2566762e1d5b66b8bfd041784c13324d0d6ff44477fb2c42cc65036e9ee4b346b7f
6.96 KB
skills/earnings-events/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/earnings-events/references/reference-index.json
SHA-2563583ff6c42e254d8f84417c1a94e98bf7a3db097000fc937957abb3bb40008a0
1.84 KB
skills/earnings-events/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/earnings-postmortem/SKILL.md
SHA-256e96fdcffe07fbc00e403b2a91ce9a02bf66129b32cc1e89741950ce83a5ebc08
1.62 KB
skills/earnings-postmortem/agents/openai.yaml
SHA-2560f1169c4fba482ab56fb8903fd327f5302256a207bdc3339b2a43719c2e85df7
221 Bytes
skills/earnings-preview/SKILL.md
SHA-2569b1b5b290b431b21cad3a87bb3ad43c81972e115e0ecc4f79d225ae405a9264e
1.62 KB
skills/earnings-preview/agents/openai.yaml
SHA-2566584d455d88f73da3f81fd4b431a16b82c4e3cf141bca1af805384f4526cdb12
215 Bytes
skills/filings-primary-sources/SKILL.md
SHA-256c3afc3dc20b0d74fe013364fbb355987a2c11b63a2b79908f224b03dc370c27f
2.64 KB
skills/filings-primary-sources/agents/openai.yaml
SHA-256c1e4bfc1562fda058c521dcba130626c2944786c55913c459a09285316b189d8
298 Bytes
skills/filings-primary-sources/references/appendices/Appendix-E-primary-source-and-regulatory-verification-system.md
SHA-256d5236e681913b5d0bf920b817e711a260a52231148cb882eee5871043e6f76ed
2.53 KB
skills/filings-primary-sources/references/master-labs/Master-Lab-08-ai-research-engineering-automation-evaluation-and-model-risk.md
SHA-256f049cc6350160ae0e1b42ee3f810f2b3b7dd4168e864546cc9a37cfafd4d2703
22.4 KB
skills/filings-primary-sources/references/modules/M002-the-research-audit-trail.md
SHA-2560d16139b401829e54a294bb087bfc20baf8dc67bbba411f03c62bcbaa82723b9
5.96 KB
skills/filings-primary-sources/references/modules/M004-hypothesis-driven-research.md
SHA-2568c2038aed3d5cbf2c0aeb23eef4fd1c34fa57b9af143f1c909b6795cd60d43ed
6.18 KB
skills/filings-primary-sources/references/modules/M006-edgar-mastery-and-filing-retrieval.md
SHA-256d1b1909fb03a3a3a4f09a0af8f85b07df15f8fa457b8923a3e25454d99ea4b97
6.14 KB
skills/filings-primary-sources/references/modules/M007-10-k-deep-read-procedure.md
SHA-2564babc64ad1a7675bace29f36be942168313ef0be92247f7f67ae57c0f89989f8
6.07 KB
skills/filings-primary-sources/references/modules/M008-10-q-and-interim-update-procedure.md
SHA-256f79517f63185b64c7af0709d673b84d791c3146cee2f016f7f5cb32e3b8f87b8
6.16 KB
skills/filings-primary-sources/references/modules/M009-8-k-and-event-filing-triage.md
SHA-2569acbf25803a86c1467dd2bcd209e82f06798842d0442033a2b90bfb536160ab9
5.91 KB
skills/filings-primary-sources/references/modules/M010-proxy-statement-and-governance-mining.md
SHA-2569637ea39300de6e50b0ec13f2a370f3acc8b58919c9bcf73538c57062046db41
6.22 KB
skills/filings-primary-sources/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/filings-primary-sources/references/reference-index.json
SHA-2562643f793ff9ba0f92197fedd8b33d9c5f66be371115ba84f7e127fffa30029fb
1.51 KB
skills/filings-primary-sources/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/financial-modeling/SKILL.md
SHA-2565f1cde11a7409d37daa6b8a0d47dcc4795a474d9b5bd5d2ef3f1fa90d22f5520
2.7 KB
skills/financial-modeling/agents/openai.yaml
SHA-25662c5fbc76aad44a0b3d6b8eca667d5134f471b341ab0f27ff9c997eccc35db87
320 Bytes
skills/financial-modeling/references/appendices/Appendix-B-institutional-model-build-standard.md
SHA-25688700bb003fecd04a2660c930a59caf0399e6030d0c49005b0585ea1eef11664
3.45 KB
skills/financial-modeling/references/appendices/Appendix-C-formula-and-concept-encyclopedia.md
SHA-25613317d20f897acfa184b9555c6c0cbd7ecfb58c70a959d9f34cf0ce908dd711b
5.72 KB
skills/financial-modeling/references/master-labs/Master-Lab-02-integrated-three-statement-model-build-from-raw-filings.md
SHA-25643494ec947024275eafbd017cc47e39c04fa6f94f2312d4bc8e6c5ea3b4cf241
21.7 KB
skills/financial-modeling/references/master-labs/Master-Lab-14-formula-modeling-and-analytical-reference-encyclopedia.md
SHA-256acd4133c0e861f8b5ec9423134ab7bb60d6bd157490dc0e0456541bb5c1a2a4c
11.6 KB
skills/financial-modeling/references/modules/M041-model-architecture-and-standards.md
SHA-2561015aad922cf19a92ec4ffcd3d8edc3755e2aff9171176ef0496da1fb6682e7d
6.67 KB
skills/financial-modeling/references/modules/M042-historical-data-normalization.md
SHA-256c6abf68e88821ee9ddca945c9338d2d46b7fd8bd1ed112df32b335cceee3c45c
6.28 KB
skills/financial-modeling/references/modules/M043-revenue-forecasting-by-driver.md
SHA-256f99f85f85fe49dbd6959e6abd368d8a6b57b5b5ef196c4962ac1c5c5b7b91c4d
6.53 KB
skills/financial-modeling/references/modules/M044-margin-and-cost-forecasting.md
SHA-256f4b60221a9063a2fe916e5591bd5ad8a6d84e8b555d7e1c4c4dc8b82eed5e051
6.2 KB
skills/financial-modeling/references/modules/M045-balance-sheet-and-cash-flow-forecasting.md
SHA-2562fa54588d56004c4d9546f632b5b899e365081add371a12b05bc68a3a398b25e
6.57 KB
skills/financial-modeling/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/financial-modeling/references/reference-index.json
SHA-2562291f134001b330d1f979607070c35ad38d29740d20aa67e04b486fe3c975fb2
1.56 KB
skills/financial-modeling/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/financial-modeling/scripts/finance_engine.py
SHA-25636060821175154f3e1797bed46ce7110a66a6ca5eb928c0ffb1101833a63eb78
7.95 KB
skills/forensic-accounting/SKILL.md
SHA-256b41c3bdb5d975a55c5f30eef11e15151bd433740a5b1f52acc3f2713fb2a6902
2.63 KB
skills/forensic-accounting/agents/openai.yaml
SHA-2566c60829c54b8ad708b388dfc29f82d80bc308c4158c1ad373511f31450672bb6
312 Bytes
skills/forensic-accounting/references/appendices/Appendix-D-forensic-accounting-red-flag-encyclopedia.md
SHA-2563bceb95cb998748d3101088a4e5ff85e74eaae5e7d068be1deab7efaf1e9bcf2
3.72 KB
skills/forensic-accounting/references/master-labs/Master-Lab-04-forensic-accounting-earnings-quality-and-manipulation-detection.md
SHA-25680e91d138e7f776bdc5803416c4d283ed37f4d37a9611e93ccaa77ecc24e1cd6
17.9 KB
skills/forensic-accounting/references/modules/M021-earnings-quality-framework.md
SHA-256abf242a31856826ebbe7073ddb05989df9bb32034f0fcf3e2493e7224ee30dbb
5.9 KB
skills/forensic-accounting/references/modules/M022-accrual-and-cash-conversion-tests.md
SHA-256d21b2ce5bd8b145fa2212ea128a350e6694beec8aacdf612de870f76e09cc908
6.58 KB
skills/forensic-accounting/references/modules/M023-non-gaap-reconstruction.md
SHA-256ac20dd766649a246d151932ee8ed71d6496b4062cc7e96653d6f07609c72d53e
6.61 KB
skills/forensic-accounting/references/modules/M024-fraud-and-manipulation-red-flags.md
SHA-2567ff78b0683d705b1be278fc0ffe55973395b941403f318ee4f0f3189a52b43b3
6.25 KB
skills/forensic-accounting/references/modules/M025-accounting-estimates-and-management-bias.md
SHA-25683837bebe80c310a7e5b5cccf8a0136534dcf747d7b0942f29317b20a3a88e09
6.2 KB
skills/forensic-accounting/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/forensic-accounting/references/reference-index.json
SHA-256b74e616a49445941ab511f4a7a6178fda9ceea6ec01c107d27d1a24db4e102d4
1.23 KB
skills/forensic-accounting/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/forensic-accounting/scripts/finance_engine.py
SHA-25636060821175154f3e1797bed46ce7110a66a6ca5eb928c0ffb1101833a63eb78
7.95 KB
skills/forensic-screen/SKILL.md
SHA-256991d5266c08a00ddc76e5cfef3a5f893347dfe22d61ef994ae42d0c1b9e5bc61
1.63 KB
skills/forensic-screen/agents/openai.yaml
SHA-25663e1e438bfd0f7132ed53373db5ba97ca83ae2fffb97bca6eb96764eaafb4c17
213 Bytes
skills/full-company-analysis/SKILL.md
SHA-256c1927f5172cef43e5bbc0c9594fb39e0f0f73057a8845a0f99c81595234ed21d
4.4 KB
skills/full-company-analysis/agents/openai.yaml
SHA-256142978300a036db39b8c6707b8b9ab0352a05d2a7f58c11a2c95c2314f9e05e0
304 Bytes
skills/full-company-analysis/assets/full-research-output-template.md
SHA-2568a12ef65369de186268551c76348fccb9032defa721a5e24a85b3308c7444a34
949 Bytes
skills/full-company-analysis/references/appendices/Appendix-A-zero-to-expert-foundation-boot-camp.md
SHA-25647dbdefccded2d8c6d4de25b5efb47d05a8872e410d9a39746c5777d7b01b627
4.04 KB
skills/full-company-analysis/references/appendices/Appendix-B-institutional-model-build-standard.md
SHA-25688700bb003fecd04a2660c930a59caf0399e6030d0c49005b0585ea1eef11664
3.45 KB
skills/full-company-analysis/references/appendices/Appendix-C-formula-and-concept-encyclopedia.md
SHA-25613317d20f897acfa184b9555c6c0cbd7ecfb58c70a959d9f34cf0ce908dd711b
5.72 KB
skills/full-company-analysis/references/appendices/Appendix-D-forensic-accounting-red-flag-encyclopedia.md
SHA-2563bceb95cb998748d3101088a4e5ff85e74eaae5e7d068be1deab7efaf1e9bcf2
3.72 KB
skills/full-company-analysis/references/appendices/Appendix-E-primary-source-and-regulatory-verification-system.md
SHA-256d5236e681913b5d0bf920b817e711a260a52231148cb882eee5871043e6f76ed
2.53 KB
skills/full-company-analysis/references/appendices/Appendix-F-ai-and-automation-control-framework.md
SHA-2561a816a391c5e50ffd8977e7d8d134ff2451982ad555b57c0ca7bb1487c236bd4
3.09 KB
skills/full-company-analysis/references/appendices/Appendix-G-full-initiation-workflow-and-deliverable-pack.md
SHA-2566ea480ee7bebafc177a0c5d6d858ff7f1397051e20e3daa17eb302a45af10d4c
4.18 KB
skills/full-company-analysis/references/appendices/Appendix-H-investment-memo-template.md
SHA-25650aab0bc58c10e40f367e6dc6f3aa76a115bba38d690af3c58a606076a62c10e
4.64 KB
skills/full-company-analysis/references/appendices/Appendix-I-earnings-preview-post-earnings-template.md
SHA-2564c792e110c811cd805f5b737be8469c2745aae45012dad4207105fa31bb1ac6b
4.33 KB
skills/full-company-analysis/references/appendices/Appendix-J-12-month-analyst-training-program.md
SHA-256df9558fd3602c773b4005d509f54db5497f21f0b768b8156f50e9d66d16f5654
7.62 KB
skills/full-company-analysis/references/appendices/Appendix-K-senior-review-and-investment-committee-question-bank.md
SHA-2566821e23a41d56f299d149f925f605be0b4ebe5a4668f213f1a7809ff142e5aa2
4.49 KB
skills/full-company-analysis/references/appendices/Appendix-L-integrated-worked-company-case.md
SHA-2563cc8b06b98922602b8f3a1ac6e029b4cae8da713d86b55d444d29e950ac147c5
10.8 KB
skills/full-company-analysis/references/appendices/Appendix-M-final-99-point-self-audit.md
SHA-256cc2da04d6a7c3e9a5bce6dcb79e66e458b948cfbd1a34317f43f7a7ae88cc5af
5.15 KB
skills/full-company-analysis/references/canonical-manual.docx
SHA-25629ea3e38288ef618c5598d8958891c24947668a39f93d8852b6b528a8432bcc3
290 KB
skills/full-company-analysis/references/manual-full-text.md
SHA-2561cb32567fc02e2b32eaa5ade95325ddaa30ab965fe58dc0879ae9912c79bc70a
1.03 MB
skills/full-company-analysis/references/manual-raw-blocks.jsonl
SHA-2565394da7b6339914b7c19d0b2cd1c60faae2294d27cb9bf182311fd21aa5d5ec0
1.59 MB
skills/full-company-analysis/references/master-labs/Master-Lab-01-accounting-mechanics-journal-entries-and-footnote-reconstruction.md
SHA-256982f9190a6b34cef0a7e3a2d0846ce798a6ca3fbaf972b4248489ad1d5de1bee
22.4 KB
skills/full-company-analysis/references/master-labs/Master-Lab-02-integrated-three-statement-model-build-from-raw-filings.md
SHA-25643494ec947024275eafbd017cc47e39c04fa6f94f2312d4bc8e6c5ea3b4cf241
21.7 KB
skills/full-company-analysis/references/master-labs/Master-Lab-03-valuation-from-first-principles-reverse-expectations-and-special-cases.md
SHA-2563b4b3bb11e409408742e8a793f8f19cf93c350a25cbf71105e6ea2864cbfadcc
25 KB
skills/full-company-analysis/references/master-labs/Master-Lab-04-forensic-accounting-earnings-quality-and-manipulation-detection.md
SHA-25680e91d138e7f776bdc5803416c4d283ed37f4d37a9611e93ccaa77ecc24e1cd6
17.9 KB
skills/full-company-analysis/references/master-labs/Master-Lab-05-industry-structure-competitive-advantage-market-sizing-and-technology-transition.md
SHA-25629a76bc429aa1f8df9bb844d8467a8f3a82c8356919555beb45e05ad7ea4aa62
17.9 KB
skills/full-company-analysis/references/master-labs/Master-Lab-06-management-governance-incentives-and-capital-allocation.md
SHA-256f242f8b42ffba4d03180227d6ebd2599aad0b465617f353e0fdfaaf385c13cfb
14.3 KB
skills/full-company-analysis/references/master-labs/Master-Lab-07-alternative-data-expert-calls-channel-checks-and-signal-validation.md
SHA-256aed4065157ec5f5e52f01b8bfe1f7ebc1adc86f79d141fb43b41e54be08e4fee
13.1 KB
skills/full-company-analysis/references/master-labs/Master-Lab-08-ai-research-engineering-automation-evaluation-and-model-risk.md
SHA-256f049cc6350160ae0e1b42ee3f810f2b3b7dd4168e864546cc9a37cfafd4d2703
22.4 KB
skills/full-company-analysis/references/master-labs/Master-Lab-09-risk-liquidity-distress-decision-journaling-and-research-sizing-inputs.md
SHA-2568c7b2d2d50ce8a9166556d0292bb9201c02045dbf7eed5acb9eede8d18ce01bc
14.5 KB
skills/full-company-analysis/references/master-labs/Master-Lab-10-investment-memos-investment-committee-defense-charts-and-continuous-review.md
SHA-2568ab55361b5aefbbccc4f349dc6606b04068730d6b3bceb2f716ccedf3d84fe22
13.5 KB
skills/full-company-analysis/references/master-labs/Master-Lab-11-sector-specific-driver-leading-indicator-and-failure-mode-encyclopedia.md
SHA-256f3ab88b1a0931241b6e5319fec630fca9c96855f9d5ab1199a0051be5133650b
33 KB
skills/full-company-analysis/references/master-labs/Master-Lab-12-zero-to-expert-training-certification-deliberate-practice-and-answer-rubrics.md
SHA-2569979b5301c97f30a344e131256e5f603750f903987163462dafa8ce1f385ce38
15.9 KB
skills/full-company-analysis/references/master-labs/Master-Lab-13-multi-sector-worked-casebook-with-answer-keys.md
SHA-256082469c60b44e6369e69f57e3a073ca549b6a8054b3393cd1ba50696d258127b
13.7 KB
skills/full-company-analysis/references/master-labs/Master-Lab-14-formula-modeling-and-analytical-reference-encyclopedia.md
SHA-256acd4133c0e861f8b5ec9423134ab7bb60d6bd157490dc0e0456541bb5c1a2a4c
11.6 KB
skills/full-company-analysis/references/module-router.json
SHA-25637f1ee6685a8c8773b03c68faff200e7caf0994eebbee094deac1a1946df1141
42.8 KB
skills/full-company-analysis/references/modules/M001-mission-ethics-and-the-analyst-charter.md
SHA-256d9929fc4a77ec376cc37612ef0bc2b4c863dc8c1958d56566577beef2e3cd411
6.58 KB
skills/full-company-analysis/references/modules/M002-the-research-audit-trail.md
SHA-2560d16139b401829e54a294bb087bfc20baf8dc67bbba411f03c62bcbaa82723b9
5.96 KB
skills/full-company-analysis/references/modules/M003-daily-weekly-monthly-and-quarterly-cadence.md
SHA-256ccd9de1e25af94442c1d96dbd02a42dd40f63502fd34a1b0561590da3ea0249d
6.2 KB
skills/full-company-analysis/references/modules/M004-hypothesis-driven-research.md
SHA-2568c2038aed3d5cbf2c0aeb23eef4fd1c34fa57b9af143f1c909b6795cd60d43ed
6.18 KB
skills/full-company-analysis/references/modules/M005-time-allocation-and-research-roi.md
SHA-256ea315a64d759d4c93d4800fd15dbbfcdb54780f7837e381d71fd2b899367820b
6.06 KB
skills/full-company-analysis/references/modules/M006-edgar-mastery-and-filing-retrieval.md
SHA-256d1b1909fb03a3a3a4f09a0af8f85b07df15f8fa457b8923a3e25454d99ea4b97
6.14 KB
skills/full-company-analysis/references/modules/M007-10-k-deep-read-procedure.md
SHA-2564babc64ad1a7675bace29f36be942168313ef0be92247f7f67ae57c0f89989f8
6.07 KB
skills/full-company-analysis/references/modules/M008-10-q-and-interim-update-procedure.md
SHA-256f79517f63185b64c7af0709d673b84d791c3146cee2f016f7f5cb32e3b8f87b8
6.16 KB
skills/full-company-analysis/references/modules/M009-8-k-and-event-filing-triage.md
SHA-2569acbf25803a86c1467dd2bcd209e82f06798842d0442033a2b90bfb536160ab9
5.91 KB
skills/full-company-analysis/references/modules/M010-proxy-statement-and-governance-mining.md
SHA-2569637ea39300de6e50b0ec13f2a370f3acc8b58919c9bcf73538c57062046db41
6.22 KB
skills/full-company-analysis/references/modules/M011-three-statement-mastery.md
SHA-25629cca9688459f4df7c8e3b818cfd53bea2e29d52067664bc79b52ca4b1d1c701
6.6 KB
skills/full-company-analysis/references/modules/M012-revenue-recognition-analysis.md
SHA-2566a04f63515957e2398634c6bba557949167441e6a3bf325d5d86b937689400d7
6.9 KB
skills/full-company-analysis/references/modules/M013-cost-structure-and-margin-architecture.md
SHA-2566ae94e715f996e4490ca051ae04bd8c5f4752e4501c9abae159ab5c42424a9c8
6.04 KB
skills/full-company-analysis/references/modules/M014-working-capital-mechanics.md
SHA-256b1502150cbe1fc8bb2d6432e536b5867735dfcc00ae063d7fe0ab345ac3c55cb
6.38 KB
skills/full-company-analysis/references/modules/M015-capital-expenditures-depreciation-and-asset-intensity.md
SHA-256ad79a8f81f0e9ac84cd35717ac4ea646372f48b86415ec8e8132d36f21334f49
6.21 KB
skills/full-company-analysis/references/modules/M016-stock-based-compensation.md
SHA-256c1d5b9d4c022f7c21d0cfa6e1a91dfe78049f0ec053118db639739197820d788
6.95 KB
skills/full-company-analysis/references/modules/M017-leases-and-off-balance-sheet-commitments.md
SHA-2561e74bbc6ca08e8ce6921c1239608b69ab63d45bce26ae70948fcf4b0983731c5
6.05 KB
skills/full-company-analysis/references/modules/M018-goodwill-intangibles-and-impairment.md
SHA-256f4d7ab034045bbfc03a1e9f47233586786086edf3377102f0c6725226839c11d
6.08 KB
skills/full-company-analysis/references/modules/M019-taxes-and-deferred-taxes.md
SHA-25649e174def8c755ea61b3dc70232491d3e71d805e618dd27f11a871e1a58020ca
6.49 KB
skills/full-company-analysis/references/modules/M020-pensions-and-postretirement-obligations.md
SHA-256ee27c44b6d4702594dba8694b173631b18c31103dea4926233ed8d1279b39906
5.89 KB
skills/full-company-analysis/references/modules/M021-earnings-quality-framework.md
SHA-256abf242a31856826ebbe7073ddb05989df9bb32034f0fcf3e2493e7224ee30dbb
5.9 KB
skills/full-company-analysis/references/modules/M022-accrual-and-cash-conversion-tests.md
SHA-256d21b2ce5bd8b145fa2212ea128a350e6694beec8aacdf612de870f76e09cc908
6.58 KB
skills/full-company-analysis/references/modules/M023-non-gaap-reconstruction.md
SHA-256ac20dd766649a246d151932ee8ed71d6496b4062cc7e96653d6f07609c72d53e
6.61 KB
skills/full-company-analysis/references/modules/M024-fraud-and-manipulation-red-flags.md
SHA-2567ff78b0683d705b1be278fc0ffe55973395b941403f318ee4f0f3189a52b43b3
6.25 KB
skills/full-company-analysis/references/modules/M025-accounting-estimates-and-management-bias.md
SHA-25683837bebe80c310a7e5b5cccf8a0136534dcf747d7b0942f29317b20a3a88e09
6.2 KB
skills/full-company-analysis/references/modules/M026-business-model-deconstruction.md
SHA-256d74e3cc733beb85516b0f2031804aa641be3f0f6ae7b0c3d641749d6ae48c1a5
6.01 KB
skills/full-company-analysis/references/modules/M027-unit-economics-and-cohort-thinking.md
SHA-256981725b3d179bcb6af1e84ae4e303e22490ce25e39aa6f528071bb5c222457b9
6.37 KB
skills/full-company-analysis/references/modules/M028-pricing-power-and-price-volume-mix.md
SHA-25601aefe9ab9127bfdb9dc7d2ce5dc87cde149e9574f85f8aa022d9f1127a91854
5.86 KB
skills/full-company-analysis/references/modules/M029-recurring-revenue-and-retention-quality.md
SHA-2561b0e2416435af6082b66d58fdbd0a9aecf7d5e2c73cf959643e26dee81183691
6 KB
skills/full-company-analysis/references/modules/M030-capital-intensity-and-reinvestment-runway.md
SHA-25644534966f48058afa7cbbe657f3c9723ba1227a2de1a1752b48bf30f2ae75188
6.34 KB
skills/full-company-analysis/references/modules/M031-industry-structure-mapping.md
SHA-2564505d06506852044ee3b67d17bd6dc42a2754716716ab089490d4c519c66c07b
5.89 KB
skills/full-company-analysis/references/modules/M032-market-sizing-and-tam-discipline.md
SHA-2569713f93172a0653bf8518bf90b083282d9a4ba6ca5b937336ea794dc8d3762aa
5.99 KB
skills/full-company-analysis/references/modules/M033-competitive-advantage-and-moat-testing.md
SHA-256e5225801415572e03abb37a571d4c8c09c85f74ce6b0f29349c887796c93e181
6.03 KB
skills/full-company-analysis/references/modules/M034-competitor-benchmarking.md
SHA-25687e4ce7507c4869441632d25a2ced014095ec0e3ba06a4a6eaf85195e8667e95
5.97 KB
skills/full-company-analysis/references/modules/M035-disruption-and-technology-s-curves.md
SHA-2569c1ffefb71a59648e83346104afaf98efcf6debcd14e245afc1635dffdc1ed44
6.05 KB
skills/full-company-analysis/references/modules/M036-management-quality-assessment.md
SHA-2568bd2dbc96391dff6de1f81c6c8e25eaed211d1ece6eb842a6a4a7e6ea05fab46
5.97 KB
skills/full-company-analysis/references/modules/M037-capital-allocation-scorecard.md
SHA-25640ba46284eb11444d024e6a5271dd963549f6b35e43b03801d5a85bda64e5e98
6.24 KB
skills/full-company-analysis/references/modules/M038-compensation-and-incentive-analysis.md
SHA-2567e295488b61f2afc5235f291180377a2d3798524c6efcfa08ed2638f57063fd8
5.98 KB
skills/full-company-analysis/references/modules/M039-insider-ownership-and-transactions.md
SHA-256b84296b32fdbba248e29e81a516fa0ec5311f7995aeebffeb183bb9479810eed
6.06 KB
skills/full-company-analysis/references/modules/M040-board-and-governance-risk.md
SHA-2567b8ef77bd4d56870cb5a70fed259b02f704295de79ff824a10b08ee4a72c71de
5.86 KB
skills/full-company-analysis/references/modules/M041-model-architecture-and-standards.md
SHA-2561015aad922cf19a92ec4ffcd3d8edc3755e2aff9171176ef0496da1fb6682e7d
6.67 KB
skills/full-company-analysis/references/modules/M042-historical-data-normalization.md
SHA-256c6abf68e88821ee9ddca945c9338d2d46b7fd8bd1ed112df32b335cceee3c45c
6.28 KB
skills/full-company-analysis/references/modules/M043-revenue-forecasting-by-driver.md
SHA-256f99f85f85fe49dbd6959e6abd368d8a6b57b5b5ef196c4962ac1c5c5b7b91c4d
6.53 KB
skills/full-company-analysis/references/modules/M044-margin-and-cost-forecasting.md
SHA-256f4b60221a9063a2fe916e5591bd5ad8a6d84e8b555d7e1c4c4dc8b82eed5e051
6.2 KB
skills/full-company-analysis/references/modules/M045-balance-sheet-and-cash-flow-forecasting.md
SHA-2562fa54588d56004c4d9546f632b5b899e365081add371a12b05bc68a3a398b25e
6.57 KB
skills/full-company-analysis/references/modules/M046-dcf-from-first-principles.md
SHA-2569fa9444b00361994c5396c93c3530d6f0cb6cbec7458b1ff5eab33ea1b132d0d
7.4 KB
skills/full-company-analysis/references/modules/M047-multiples-and-relative-valuation.md
SHA-2567ed481c1571a58ef4fff35fe0cb2c5ba8ac137dbfa8e77d5c98fe4def6dc3c93
6.85 KB
skills/full-company-analysis/references/modules/M048-reverse-dcf-and-expectations-investing.md
SHA-256aa40f3d1ed336fb89b79dbdffbdd96031e56832eff63667bcfc5b65320764710
6.56 KB
skills/full-company-analysis/references/modules/M049-sum-of-the-parts-and-conglomerate-analysis.md
SHA-256fc4d9d3e1ba5216902c532b82c5cd722114b55f9acb1eb32be29ac44b8713d16
6.55 KB
skills/full-company-analysis/references/modules/M050-scenario-sensitivity-and-probability-weighting.md
SHA-2566b92e6297f2daf390475cb3b4e0b326ea46f6080101b079dde6119cb9fe3a2db
6.76 KB
skills/full-company-analysis/references/modules/M051-earnings-preview-and-post-earnings-procedure.md
SHA-2569d913024daa62ef1221d1096159c77bf79094f6f7ab05adc9bb96ba3fd550e37
6.03 KB
skills/full-company-analysis/references/modules/M052-guidance-analysis-and-estimate-revisions.md
SHA-256e9cb7f2e091801bfc54be7a92ef49b2caba4690dbca68efe96e05447ab3798b2
6.06 KB
skills/full-company-analysis/references/modules/M053-m-a-and-strategic-transactions.md
SHA-256982f45b3a11b016398bacd716c288c347f1feeaa2f965318736d841c319ced61
5.92 KB
skills/full-company-analysis/references/modules/M054-activism-spin-offs-and-restructurings.md
SHA-256f4de139917e97b2a0c0c89fb4e90b453fd998f6cc2ed48fc1291a7d21ccbb130
6.12 KB
skills/full-company-analysis/references/modules/M055-bankruptcy-distress-and-liquidity-events.md
SHA-2566762e1d5b66b8bfd041784c13324d0d6ff44477fb2c42cc65036e9ee4b346b7f
6.96 KB
skills/full-company-analysis/references/modules/M056-expert-calls-and-channel-checks.md
SHA-256f8c60bef122988e0356bf17bfa45e45d66b75e105af0ae0e6a8825c0b4a3706a
6.06 KB
skills/full-company-analysis/references/modules/M057-customer-and-supplier-diligence.md
SHA-256ca5270d92cd2e7a52653c43b493a38b38f3c1951703c23ad7ca8a75735865bed
6.01 KB
skills/full-company-analysis/references/modules/M058-web-app-hiring-and-product-data.md
SHA-2564a762b8ec7e7c85453b4ecdad460029f2cdb5f6b310e4cc7e109a047227943e1
5.96 KB
skills/full-company-analysis/references/modules/M059-pricing-and-inventory-scraping.md
SHA-256c6b198380d4d0f2ed725810911b6c02adfe05cb671a2df6279956c14b5e98466
5.95 KB
skills/full-company-analysis/references/modules/M060-alternative-data-validation.md
SHA-2569f3576e9adfb1ae60670cb280f3307368db40d6b20ea17d518fee159d14e876a
5.96 KB
skills/full-company-analysis/references/modules/M061-risk-register-and-thesis-break-conditions.md
SHA-25614d6850cd4ea9705278b54fe0d9d05ca350ba86bbdfefa266652ba1e45d9fa2e
6.09 KB
skills/full-company-analysis/references/modules/M062-balance-sheet-and-liquidity-stress-testing.md
SHA-2569c1c2f8fa091b5db26f32e4a18be6e2d383ef738aeb89809390944e660ee4a49
6.78 KB
skills/full-company-analysis/references/modules/M063-position-sizing-inputs-for-research-teams.md
SHA-2560aacefb644e40ee19dde748b8191395c0b24a31caa4bf8dece0c4bdd8b38ffe4
6.18 KB
skills/full-company-analysis/references/modules/M064-decision-journaling-and-pre-mortems.md
SHA-2566ed746fb0477f01b68efed3e66c6bf2330e0ae51bca47de7a148fd68d9920569
6.05 KB
skills/full-company-analysis/references/modules/M065-post-mortems-and-error-taxonomy.md
SHA-256cfc197cc42b6ebbb5dcab29a2ec23c3bc802b6402043d1fb5288dc26173559bb
5.94 KB
skills/full-company-analysis/references/modules/M066-investment-memo-writing.md
SHA-256aa94c378ed49b16f56ac68a66598c2497293c59c2ae5af9dc0a989060bb6a2c7
5.87 KB
skills/full-company-analysis/references/modules/M067-charts-tables-and-evidence-design.md
SHA-2560293de0d69df433dadb86130b5c00575f81efe762c55851dacdd2e4ed4debb56
5.88 KB
skills/full-company-analysis/references/modules/M068-investment-committee-defense.md
SHA-25630fabc26ae72b40aec63fe6bd44fa3191d1e079bda56de9f63b16a15e26ea654
5.99 KB
skills/full-company-analysis/references/modules/M069-analyst-training-and-deliberate-practice.md
SHA-25648d82d214b1f6e4c6d20a4b69c8a244d8276bdebd7d12facfa662e91db5b4f47
6.17 KB
skills/full-company-analysis/references/modules/M070-research-system-automation-and-ai-assistance.md
SHA-256e94f29d3cc2253cc3894a10543f4ebd8b611f7967c2006c2c2b7ee19e35fe67e
8.89 KB
skills/full-company-analysis/references/modules/M071-software-and-saas-analyst-playbook.md
SHA-256401c5a382787775e31c3f368b2c875cad658ce099f0521e726c4fe71d9e93a84
7.4 KB
skills/full-company-analysis/references/modules/M072-semiconductors-analyst-playbook.md
SHA-2564bb2ce7b284be007dbd73e63b17fca13e0215b5e16281bf4f330b7772e603b1d
7.81 KB
skills/full-company-analysis/references/modules/M073-ai-accelerators-and-compute-analyst-playbook.md
SHA-2565cc455e0e218dfc2a97efbe7d30aa1c6d793d25240bee5791b4d577d284d2cc6
8.51 KB
skills/full-company-analysis/references/modules/M074-cloud-and-data-centers-analyst-playbook.md
SHA-256a6af05568011ec39292d48897da30ebd8b0a85af94024b9f68f90a78bee79837
8.24 KB
skills/full-company-analysis/references/modules/M075-industrial-machinery-analyst-playbook.md
SHA-256ef54d7d7bdc3ddaf57b334610d6f518d45c810fc50ddeb0af9b42031ced381b7
7.63 KB
skills/full-company-analysis/references/modules/M076-aerospace-and-defense-analyst-playbook.md
SHA-256d08cd7ff0a9737983041d2d0c234136f0b2ded2ccc7c5b6beeb94b9ac4851727
7.67 KB
skills/full-company-analysis/references/modules/M077-airlines-analyst-playbook.md
SHA-256b9a39f5c4a033e5c9b30f3e8b2fcaa7842c281c4d4dca4d6418f385a3da670a3
6.62 KB
skills/full-company-analysis/references/modules/M078-automotive-oems-analyst-playbook.md
SHA-2563380f56dfd236b62e31de67ff33a45cbe10df097a55b2ed21042281f26d34b1f
7.66 KB
skills/full-company-analysis/references/modules/M079-ev-and-battery-manufacturers-analyst-playbook.md
SHA-256914769085dffdb768a8891e1005584f848d43355bdcb027b04e03feeb9871fbd
7.79 KB
skills/full-company-analysis/references/modules/M080-bess-electrical-balance-of-system-analyst-playbook.md
SHA-25638c9857291d16349dd4ce13a0edf0f1974a5a5535d0533c480678c6dfd9221c4
7.86 KB
skills/full-company-analysis/references/modules/M081-grid-equipment-and-electrification-analyst-playbook.md
SHA-256ae8c718842ed6a1ab711889ce80054233ba49ec9cdc55b0864a1a99c08b745d5
8.26 KB
skills/full-company-analysis/references/modules/M082-electric-utilities-analyst-playbook.md
SHA-256a718c5f4fd86c6f17c92d3aa9918e8484d0a95948749f1fcdb5a0b752c3b183a
7.68 KB
skills/full-company-analysis/references/modules/M083-renewable-developers-analyst-playbook.md
SHA-2562ae9063c40f06c3449845dd0d7cccc1081fd4bf9820136d6ed4c470801929a18
8.07 KB
skills/full-company-analysis/references/modules/M084-oil-and-gas-e-p-analyst-playbook.md
SHA-2567b2add060dd6bfdb0e2ff7716fd8e9a4eb1b5d3d357ef2e2d15b045b40ee7cde
7.94 KB
skills/full-company-analysis/references/modules/M085-midstream-energy-analyst-playbook.md
SHA-2564f095579ed4765b32747d4c882b82a8af8336be2ac092bf808e4def7e26b0aec
7.77 KB
skills/full-company-analysis/references/modules/M086-refiners-analyst-playbook.md
SHA-2560955d9ba448d5ac3820f6192976eb2c861f9b78c9d03fe828562f3557aa6ac66
7.42 KB
skills/full-company-analysis/references/modules/M087-chemicals-analyst-playbook.md
SHA-25658152955b1f6fdda32fb6db415aa539b88626535193c87c2c7637f3d5645ccd7
7.1 KB
skills/full-company-analysis/references/modules/M088-mining-and-metals-analyst-playbook.md
SHA-256dd4026e26375a3924cc0f21148a5b3f7c5a653b21f6a81a0822c348751a6903e
7.84 KB
skills/full-company-analysis/references/modules/M089-banks-analyst-playbook.md
SHA-25645ad808e108d912ade0156864b9856340a16d44dad5f82aa6b96f7673bc96be1
7.52 KB
skills/full-company-analysis/references/modules/M090-property-and-casualty-insurance-analyst-playbook.md
SHA-2562b817d2bbf872b3f7ca18e92493e0e20da529105acfa5556aab9103c931b3b4d
6.49 KB
skills/full-company-analysis/references/modules/M091-life-insurance-analyst-playbook.md
SHA-25694cc8afe2a9649ae5571b72c6491b873544824ae8a3820a1324b6d7c665ea3de
7.69 KB
skills/full-company-analysis/references/modules/M092-asset-managers-and-brokers-analyst-playbook.md
SHA-256ad79da52020a590a9fed8e4a8976efca26c41e6ff5ffb9eb69bd053dbab57f39
7.72 KB
skills/full-company-analysis/references/modules/M093-payments-and-fintech-analyst-playbook.md
SHA-2569b561b95c934c463c2c2cfa283beb5e97536e7f95629d9083bb41175861005f6
7.78 KB
skills/full-company-analysis/references/modules/M094-reits-analyst-playbook.md
SHA-2561ddb4aef9b1d4ba723895a9eb547ab7cd236bc1cc971e574b836af9049767281
6.97 KB
skills/full-company-analysis/references/modules/M095-homebuilders-analyst-playbook.md
SHA-2567b0f1ec0cbf0d3b32b3565dd14eccf1e1c06c4425d6e740b15e288f469f35304
7.44 KB
skills/full-company-analysis/references/modules/M096-restaurants-analyst-playbook.md
SHA-2568cdda9e89f282e44d91df9548b583df9da72188e023106a4a9531c11b8855492
7.22 KB
skills/full-company-analysis/references/modules/M097-retail-analyst-playbook.md
SHA-2561e329048adfdf5a682166b3366ea8f70536db0b727d7472dcad5571763fa0393
7.44 KB
skills/full-company-analysis/references/modules/M098-consumer-packaged-goods-analyst-playbook.md
SHA-25677722cd300fa337be1d26918a1f98dd49025683a6c386ba32091f6f5ae02075f
6.92 KB
skills/full-company-analysis/references/modules/M099-pharmaceuticals-analyst-playbook.md
SHA-2566cf82640b95ef1b4ef331c21aedb0ace00aa35aa4a319b00d29a79e725168382
7.71 KB
skills/full-company-analysis/references/modules/M100-biotechnology-analyst-playbook.md
SHA-25676470ae197de8e83011de08f5940867dd44030e7f0480487389929d3df7ad161
7.53 KB
skills/full-company-analysis/references/modules/M101-medical-devices-analyst-playbook.md
SHA-2565da58488f167182b1973fe8635340772a03533adc32f530f98a8ac8c79028453
7.49 KB
skills/full-company-analysis/references/modules/M102-managed-care-analyst-playbook.md
SHA-256970687f5a2f5b62b0f90808018c547a1e68badcf0846d4de90a912647e349dfe
7.64 KB
skills/full-company-analysis/references/modules/M103-telecom-analyst-playbook.md
SHA-256fd34945786bb5d74cafc6e9f84af76588db7333c768c0e86f38dd6a48606532a
7.24 KB
skills/full-company-analysis/references/modules/M104-internet-platforms-and-marketplaces-analyst-playbook.md
SHA-2567d2b4de110ab16e624198e0c71d243824147800306eade177beb58a23c9ae925
7.64 KB
skills/full-company-analysis/references/modules/M105-cybersecurity-analyst-playbook.md
SHA-2561680fc7b15cc7edd684b27d385de636965fe8c5e93e05f8b8c836aa7e68c5b7f
7.29 KB
skills/full-company-analysis/references/modules/M106-railroads-and-logistics-analyst-playbook.md
SHA-256df0f24a2d0a936acaee4e731aa6034fe60787c078aeb66e3de90d5921079bfe0
7.6 KB
skills/full-company-analysis/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/full-company-analysis/references/reference-index.json
SHA-2565b227f590c3e3c9734fd84c29760bf7cc75d995a0de1d0842c70f8ba5d6b9068
21.1 KB
skills/full-company-analysis/references/schemas/assumption-register.schema.json
SHA-2567c2ebf2b5839909c681ccd38533125f6b9b74a37e779dca724d57bdf96b1b341
1.28 KB
skills/full-company-analysis/references/schemas/decision-journal.schema.json
SHA-2566452216e124652dfa6d6f49ca34ef372d68b8bfe228a0070cd0a9a053dec2299
1.03 KB
skills/full-company-analysis/references/schemas/model-change-log.schema.json
SHA-256598c66d8e5e155a595bc927f3c2dbf50080565c29cfbf6164b7d9aea93249573
904 Bytes
skills/full-company-analysis/references/schemas/research-state.schema.json
SHA-256af70f8225b67f252e2137165e3c1530cc41838a3333ccd7c016c12a471649f4c
1.48 KB
skills/full-company-analysis/references/schemas/risk-register.schema.json
SHA-2568a80cfd0d8e980debd564b228daf1c7c1832f408495f2d687d088d01dcdfefa0
1.3 KB
skills/full-company-analysis/references/schemas/source-log.schema.json
SHA-256e0d1b8456ee5671decc9c1987999e28f37326374ccd57123112968e2f48b5be5
1.5 KB
skills/full-company-analysis/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/full-company-analysis/references/universal/sector-playbooks-common-protocol.md
SHA-256cd79a9abe8e39766628e7932c44710446fc77d795ce553dec9ad0ecc1b8f6807
1.26 KB
skills/full-company-analysis/scripts/finance_engine.py
SHA-25636060821175154f3e1797bed46ce7110a66a6ca5eb928c0ffb1101833a63eb78
7.95 KB
skills/full-company-analysis/scripts/research_state_validator.py
SHA-256f94eb62907b804ef8c5f715a6995c0115efdb754591f7d907cbc589f3d8a75b5
1.12 KB
skills/full-company-initiation/SKILL.md
SHA-25628d3fc90d21f977f09c7d52c7d26f09f96b6668af6f6d0b953b355fc2c51bf3e
1.68 KB
skills/full-company-initiation/agents/openai.yaml
SHA-256413eff7ba17b9b369339b2330d942dd2e8b24699382af4f8f1b2feaf1ce175a1
229 Bytes
skills/industry-competition/SKILL.md
SHA-256258e8c2e578dfc5ba31f0f202e00a3f19e911d9a4267c9939a97689448dafded
2.62 KB
skills/industry-competition/agents/openai.yaml
SHA-25607c77acd7690d72320d6a01be3f187f0cfcc2d94705db9db7a0bb3de5db589c1
307 Bytes
skills/industry-competition/references/master-labs/Master-Lab-05-industry-structure-competitive-advantage-market-sizing-and-technology-transition.md
SHA-25629a76bc429aa1f8df9bb844d8467a8f3a82c8356919555beb45e05ad7ea4aa62
17.9 KB
skills/industry-competition/references/modules/M031-industry-structure-mapping.md
SHA-2564505d06506852044ee3b67d17bd6dc42a2754716716ab089490d4c519c66c07b
5.89 KB
skills/industry-competition/references/modules/M032-market-sizing-and-tam-discipline.md
SHA-2569713f93172a0653bf8518bf90b083282d9a4ba6ca5b937336ea794dc8d3762aa
5.99 KB
skills/industry-competition/references/modules/M033-competitive-advantage-and-moat-testing.md
SHA-256e5225801415572e03abb37a571d4c8c09c85f74ce6b0f29349c887796c93e181
6.03 KB
skills/industry-competition/references/modules/M034-competitor-benchmarking.md
SHA-25687e4ce7507c4869441632d25a2ced014095ec0e3ba06a4a6eaf85195e8667e95
5.97 KB
skills/industry-competition/references/modules/M035-disruption-and-technology-s-curves.md
SHA-2569c1ffefb71a59648e83346104afaf98efcf6debcd14e245afc1635dffdc1ed44
6.05 KB
skills/industry-competition/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/industry-competition/references/reference-index.json
SHA-25635bfff41c9e16160cc7e91151b9d43d05cda710b06e9c50e2968d2f8c5df4433
1.09 KB
skills/industry-competition/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/industry-competition/references/universal/sector-playbooks-common-protocol.md
SHA-256cd79a9abe8e39766628e7932c44710446fc77d795ce553dec9ad0ecc1b8f6807
1.26 KB
skills/industry-map/SKILL.md
SHA-2568c6bca687b5ef04456814f0a20f1d29820ee2e891dd440aaf895e0ec667f7220
1.61 KB
skills/industry-map/agents/openai.yaml
SHA-256fe34b1de90f5e656554ff3ea05ec270f4c0d373167881518e70a227d1155dd3b
207 Bytes
skills/management-governance/SKILL.md
SHA-256925183147b6521cbade1a41c2cf78eef32115be9a82ecabdad2b9ccb69d35d3f
2.62 KB
skills/management-governance/agents/openai.yaml
SHA-25638c9efae0301054516ad1f43c2815745a3a8cdc6dc9e80abaa9ec831f9d4545b
330 Bytes
skills/management-governance/references/appendices/Appendix-K-senior-review-and-investment-committee-question-bank.md
SHA-2566821e23a41d56f299d149f925f605be0b4ebe5a4668f213f1a7809ff142e5aa2
4.49 KB
skills/management-governance/references/master-labs/Master-Lab-06-management-governance-incentives-and-capital-allocation.md
SHA-256f242f8b42ffba4d03180227d6ebd2599aad0b465617f353e0fdfaaf385c13cfb
14.3 KB
skills/management-governance/references/modules/M036-management-quality-assessment.md
SHA-2568bd2dbc96391dff6de1f81c6c8e25eaed211d1ece6eb842a6a4a7e6ea05fab46
5.97 KB
skills/management-governance/references/modules/M037-capital-allocation-scorecard.md
SHA-25640ba46284eb11444d024e6a5271dd963549f6b35e43b03801d5a85bda64e5e98
6.24 KB
skills/management-governance/references/modules/M038-compensation-and-incentive-analysis.md
SHA-2567e295488b61f2afc5235f291180377a2d3798524c6efcfa08ed2638f57063fd8
5.98 KB
skills/management-governance/references/modules/M039-insider-ownership-and-transactions.md
SHA-256b84296b32fdbba248e29e81a516fa0ec5311f7995aeebffeb183bb9479810eed
6.06 KB
skills/management-governance/references/modules/M040-board-and-governance-risk.md
SHA-2567b8ef77bd4d56870cb5a70fed259b02f704295de79ff824a10b08ee4a72c71de
5.86 KB
skills/management-governance/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/management-governance/references/reference-index.json
SHA-256d6580791939b17265c8d9d8280af2646980f2d5eb353fd32a443b0fde96c3a46
1.24 KB
skills/management-governance/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/management-review/SKILL.md
SHA-256c7311d0bcea0dcddd82f27adcae77a90dd2ac1935d1e73952a76d4ab9468fc62
1.65 KB
skills/management-review/agents/openai.yaml
SHA-25694b8cdeef2c8beca43e891cc5a59ada41265ad5910e5fe79db6ffcc81a683444
217 Bytes
skills/peer-comparison/SKILL.md
SHA-256b0999d48ec782a1a5243e6ffe8a12088b5ccdb7fadb4613f8d8d80e195a6eb24
1.62 KB
skills/peer-comparison/agents/openai.yaml
SHA-256f6429ed41a825a387463fbaf0b5a2643804b56260cdbf761605423334c8ae15d
213 Bytes
skills/quarterly-update/SKILL.md
SHA-25602ac68011dec6db5cd23e490735e0e57c3a0c103330b252fe254b860884a20b5
1.63 KB
skills/quarterly-update/agents/openai.yaml
SHA-25628afbe6ce752f1696cfcca54f82a22fd1947b4c7e57dda3df432af555bef9898
215 Bytes
skills/research-communication/SKILL.md
SHA-256134fc17f31fd9f79300a9db766de4954e7118707a973a93e9d2866cdfb75e3f7
2.62 KB
skills/research-communication/agents/openai.yaml
SHA-256745e15ff5601588fabfcf4b6e552b6b05770232658fc320abb2f3b747c4b46ed
321 Bytes
skills/research-communication/references/appendices/Appendix-H-investment-memo-template.md
SHA-25650aab0bc58c10e40f367e6dc6f3aa76a115bba38d690af3c58a606076a62c10e
4.64 KB
skills/research-communication/references/appendices/Appendix-K-senior-review-and-investment-committee-question-bank.md
SHA-2566821e23a41d56f299d149f925f605be0b4ebe5a4668f213f1a7809ff142e5aa2
4.49 KB
skills/research-communication/references/master-labs/Master-Lab-10-investment-memos-investment-committee-defense-charts-and-continuous-review.md
SHA-2568ab55361b5aefbbccc4f349dc6606b04068730d6b3bceb2f716ccedf3d84fe22
13.5 KB
skills/research-communication/references/modules/M066-investment-memo-writing.md
SHA-256aa94c378ed49b16f56ac68a66598c2497293c59c2ae5af9dc0a989060bb6a2c7
5.87 KB
skills/research-communication/references/modules/M067-charts-tables-and-evidence-design.md
SHA-2560293de0d69df433dadb86130b5c00575f81efe762c55851dacdd2e4ed4debb56
5.88 KB
skills/research-communication/references/modules/M068-investment-committee-defense.md
SHA-25630fabc26ae72b40aec63fe6bd44fa3191d1e079bda56de9f63b16a15e26ea654
5.99 KB
skills/research-communication/references/modules/M069-analyst-training-and-deliberate-practice.md
SHA-25648d82d214b1f6e4c6d20a4b69c8a244d8276bdebd7d12facfa662e91db5b4f47
6.17 KB
skills/research-communication/references/modules/M070-research-system-automation-and-ai-assistance.md
SHA-256e94f29d3cc2253cc3894a10543f4ebd8b611f7967c2006c2c2b7ee19e35fe67e
8.89 KB
skills/research-communication/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/research-communication/references/reference-index.json
SHA-2566f6e026c7eba542722c3f7ce2f1709c74ab07ad677d3c41d15864e8c6393d1f5
1.45 KB
skills/research-communication/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/reverse-dcf/SKILL.md
SHA-256d797a458ee4cde0677a63324ab3c5581f578ede85a4f6405dcffb3fe82559fd5
1.62 KB
skills/reverse-dcf/agents/openai.yaml
SHA-256d51baffd93ae7d25f5ce3ceadcd5a3abc156aed58840b6d789e18057efb3f5f3
205 Bytes
skills/risk-decision/SKILL.md
SHA-256c8f149fe8bd8b562a904da637d712b1440c93520f08ac91e24b3ef14b980bbfc
2.6 KB
skills/risk-decision/agents/openai.yaml
SHA-25638e707701d43ba01e5c3090243c39ff9daaf9ef161fbbe4769e3ecb7533e9020
326 Bytes
skills/risk-decision/references/master-labs/Master-Lab-09-risk-liquidity-distress-decision-journaling-and-research-sizing-inputs.md
SHA-2568c7b2d2d50ce8a9166556d0292bb9201c02045dbf7eed5acb9eede8d18ce01bc
14.5 KB
skills/risk-decision/references/modules/M061-risk-register-and-thesis-break-conditions.md
SHA-25614d6850cd4ea9705278b54fe0d9d05ca350ba86bbdfefa266652ba1e45d9fa2e
6.09 KB
skills/risk-decision/references/modules/M062-balance-sheet-and-liquidity-stress-testing.md
SHA-2569c1c2f8fa091b5db26f32e4a18be6e2d383ef738aeb89809390944e660ee4a49
6.78 KB
skills/risk-decision/references/modules/M063-position-sizing-inputs-for-research-teams.md
SHA-2560aacefb644e40ee19dde748b8191395c0b24a31caa4bf8dece0c4bdd8b38ffe4
6.18 KB
skills/risk-decision/references/modules/M064-decision-journaling-and-pre-mortems.md
SHA-2566ed746fb0477f01b68efed3e66c6bf2330e0ae51bca47de7a148fd68d9920569
6.05 KB
skills/risk-decision/references/modules/M065-post-mortems-and-error-taxonomy.md
SHA-256cfc197cc42b6ebbb5dcab29a2ec23c3bc802b6402043d1fb5288dc26173559bb
5.94 KB
skills/risk-decision/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/risk-decision/references/reference-index.json
SHA-25646cfa4532cc1dca9b756d2e3a92f63b087393b5beda67d6d89db3ad97eb3ea0c
1.14 KB
skills/risk-decision/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/risk-decision/scripts/finance_engine.py
SHA-25636060821175154f3e1797bed46ce7110a66a6ca5eb928c0ffb1101833a63eb78
7.95 KB
skills/risk-stress-test/SKILL.md
SHA-256eb628a72ebd225e87f6b04b2c82d205d7fbdcd097dbe6bc5975fdddc2524b41f
1.62 KB
skills/risk-stress-test/agents/openai.yaml
SHA-25626d21ec1b337dfe2ef25de74d3f4858a19ef7154133141be804542f97052a6ac
215 Bytes
skills/sector-analysis/SKILL.md
SHA-2563080797fc9019c134d887a85576e6231c4dd37a7db877f2e71bcbbd9e531ab52
2.9 KB
skills/sector-analysis/agents/openai.yaml
SHA-256846c7a779f514c09026c01d220121010cabd441c1442925c10883d52090935da
297 Bytes
skills/sector-analysis/references/master-labs/Master-Lab-11-sector-specific-driver-leading-indicator-and-failure-mode-encyclopedia.md
SHA-256f3ab88b1a0931241b6e5319fec630fca9c96855f9d5ab1199a0051be5133650b
33 KB
skills/sector-analysis/references/master-labs/Master-Lab-13-multi-sector-worked-casebook-with-answer-keys.md
SHA-256082469c60b44e6369e69f57e3a073ca549b6a8054b3393cd1ba50696d258127b
13.7 KB
skills/sector-analysis/references/modules/M071-software-and-saas-analyst-playbook.md
SHA-256401c5a382787775e31c3f368b2c875cad658ce099f0521e726c4fe71d9e93a84
7.4 KB
skills/sector-analysis/references/modules/M072-semiconductors-analyst-playbook.md
SHA-2564bb2ce7b284be007dbd73e63b17fca13e0215b5e16281bf4f330b7772e603b1d
7.81 KB
skills/sector-analysis/references/modules/M073-ai-accelerators-and-compute-analyst-playbook.md
SHA-2565cc455e0e218dfc2a97efbe7d30aa1c6d793d25240bee5791b4d577d284d2cc6
8.51 KB
skills/sector-analysis/references/modules/M074-cloud-and-data-centers-analyst-playbook.md
SHA-256a6af05568011ec39292d48897da30ebd8b0a85af94024b9f68f90a78bee79837
8.24 KB
skills/sector-analysis/references/modules/M075-industrial-machinery-analyst-playbook.md
SHA-256ef54d7d7bdc3ddaf57b334610d6f518d45c810fc50ddeb0af9b42031ced381b7
7.63 KB
skills/sector-analysis/references/modules/M076-aerospace-and-defense-analyst-playbook.md
SHA-256d08cd7ff0a9737983041d2d0c234136f0b2ded2ccc7c5b6beeb94b9ac4851727
7.67 KB
skills/sector-analysis/references/modules/M077-airlines-analyst-playbook.md
SHA-256b9a39f5c4a033e5c9b30f3e8b2fcaa7842c281c4d4dca4d6418f385a3da670a3
6.62 KB
skills/sector-analysis/references/modules/M078-automotive-oems-analyst-playbook.md
SHA-2563380f56dfd236b62e31de67ff33a45cbe10df097a55b2ed21042281f26d34b1f
7.66 KB
skills/sector-analysis/references/modules/M079-ev-and-battery-manufacturers-analyst-playbook.md
SHA-256914769085dffdb768a8891e1005584f848d43355bdcb027b04e03feeb9871fbd
7.79 KB
skills/sector-analysis/references/modules/M080-bess-electrical-balance-of-system-analyst-playbook.md
SHA-25638c9857291d16349dd4ce13a0edf0f1974a5a5535d0533c480678c6dfd9221c4
7.86 KB
skills/sector-analysis/references/modules/M081-grid-equipment-and-electrification-analyst-playbook.md
SHA-256ae8c718842ed6a1ab711889ce80054233ba49ec9cdc55b0864a1a99c08b745d5
8.26 KB
skills/sector-analysis/references/modules/M082-electric-utilities-analyst-playbook.md
SHA-256a718c5f4fd86c6f17c92d3aa9918e8484d0a95948749f1fcdb5a0b752c3b183a
7.68 KB
skills/sector-analysis/references/modules/M083-renewable-developers-analyst-playbook.md
SHA-2562ae9063c40f06c3449845dd0d7cccc1081fd4bf9820136d6ed4c470801929a18
8.07 KB
skills/sector-analysis/references/modules/M084-oil-and-gas-e-p-analyst-playbook.md
SHA-2567b2add060dd6bfdb0e2ff7716fd8e9a4eb1b5d3d357ef2e2d15b045b40ee7cde
7.94 KB
skills/sector-analysis/references/modules/M085-midstream-energy-analyst-playbook.md
SHA-2564f095579ed4765b32747d4c882b82a8af8336be2ac092bf808e4def7e26b0aec
7.77 KB
skills/sector-analysis/references/modules/M086-refiners-analyst-playbook.md
SHA-2560955d9ba448d5ac3820f6192976eb2c861f9b78c9d03fe828562f3557aa6ac66
7.42 KB
skills/sector-analysis/references/modules/M087-chemicals-analyst-playbook.md
SHA-25658152955b1f6fdda32fb6db415aa539b88626535193c87c2c7637f3d5645ccd7
7.1 KB
skills/sector-analysis/references/modules/M088-mining-and-metals-analyst-playbook.md
SHA-256dd4026e26375a3924cc0f21148a5b3f7c5a653b21f6a81a0822c348751a6903e
7.84 KB
skills/sector-analysis/references/modules/M089-banks-analyst-playbook.md
SHA-25645ad808e108d912ade0156864b9856340a16d44dad5f82aa6b96f7673bc96be1
7.52 KB
skills/sector-analysis/references/modules/M090-property-and-casualty-insurance-analyst-playbook.md
SHA-2562b817d2bbf872b3f7ca18e92493e0e20da529105acfa5556aab9103c931b3b4d
6.49 KB
skills/sector-analysis/references/modules/M091-life-insurance-analyst-playbook.md
SHA-25694cc8afe2a9649ae5571b72c6491b873544824ae8a3820a1324b6d7c665ea3de
7.69 KB
skills/sector-analysis/references/modules/M092-asset-managers-and-brokers-analyst-playbook.md
SHA-256ad79da52020a590a9fed8e4a8976efca26c41e6ff5ffb9eb69bd053dbab57f39
7.72 KB
skills/sector-analysis/references/modules/M093-payments-and-fintech-analyst-playbook.md
SHA-2569b561b95c934c463c2c2cfa283beb5e97536e7f95629d9083bb41175861005f6
7.78 KB
skills/sector-analysis/references/modules/M094-reits-analyst-playbook.md
SHA-2561ddb4aef9b1d4ba723895a9eb547ab7cd236bc1cc971e574b836af9049767281
6.97 KB
skills/sector-analysis/references/modules/M095-homebuilders-analyst-playbook.md
SHA-2567b0f1ec0cbf0d3b32b3565dd14eccf1e1c06c4425d6e740b15e288f469f35304
7.44 KB
skills/sector-analysis/references/modules/M096-restaurants-analyst-playbook.md
SHA-2568cdda9e89f282e44d91df9548b583df9da72188e023106a4a9531c11b8855492
7.22 KB
skills/sector-analysis/references/modules/M097-retail-analyst-playbook.md
SHA-2561e329048adfdf5a682166b3366ea8f70536db0b727d7472dcad5571763fa0393
7.44 KB
skills/sector-analysis/references/modules/M098-consumer-packaged-goods-analyst-playbook.md
SHA-25677722cd300fa337be1d26918a1f98dd49025683a6c386ba32091f6f5ae02075f
6.92 KB
skills/sector-analysis/references/modules/M099-pharmaceuticals-analyst-playbook.md
SHA-2566cf82640b95ef1b4ef331c21aedb0ace00aa35aa4a319b00d29a79e725168382
7.71 KB
skills/sector-analysis/references/modules/M100-biotechnology-analyst-playbook.md
SHA-25676470ae197de8e83011de08f5940867dd44030e7f0480487389929d3df7ad161
7.53 KB
skills/sector-analysis/references/modules/M101-medical-devices-analyst-playbook.md
SHA-2565da58488f167182b1973fe8635340772a03533adc32f530f98a8ac8c79028453
7.49 KB
skills/sector-analysis/references/modules/M102-managed-care-analyst-playbook.md
SHA-256970687f5a2f5b62b0f90808018c547a1e68badcf0846d4de90a912647e349dfe
7.64 KB
skills/sector-analysis/references/modules/M103-telecom-analyst-playbook.md
SHA-256fd34945786bb5d74cafc6e9f84af76588db7333c768c0e86f38dd6a48606532a
7.24 KB
skills/sector-analysis/references/modules/M104-internet-platforms-and-marketplaces-analyst-playbook.md
SHA-2567d2b4de110ab16e624198e0c71d243824147800306eade177beb58a23c9ae925
7.64 KB
skills/sector-analysis/references/modules/M105-cybersecurity-analyst-playbook.md
SHA-2561680fc7b15cc7edd684b27d385de636965fe8c5e93e05f8b8c836aa7e68c5b7f
7.29 KB
skills/sector-analysis/references/modules/M106-railroads-and-logistics-analyst-playbook.md
SHA-256df0f24a2d0a936acaee4e731aa6034fe60787c078aeb66e3de90d5921079bfe0
7.6 KB
skills/sector-analysis/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/sector-analysis/references/reference-index.json
SHA-256245d480633e8147258d1c178c936f83f6053f369254e2b616aaaf4f1e7e56c3b
5.95 KB
skills/sector-analysis/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/sector-analysis/references/universal/sector-playbooks-common-protocol.md
SHA-256cd79a9abe8e39766628e7932c44710446fc77d795ce553dec9ad0ecc1b8f6807
1.26 KB
skills/short-thesis-red-team/SKILL.md
SHA-256c1b5e066743629410fb03a720a864e051b73bcc557c80d626f6a14168221a5d4
1.69 KB
skills/short-thesis-red-team/agents/openai.yaml
SHA-2566d3f621e1998437fb1d571ecf174e12bded8781488fad08e2337b9ffffde3b40
225 Bytes
skills/ten-k-deep-read/SKILL.md
SHA-25648abcac3a14c1376cac84aa97ac761def3b1301246fbe02105b0f9360bc5c485
1.64 KB
skills/ten-k-deep-read/agents/openai.yaml
SHA-256c1a14ccb6cbf1dadd8a4f36740f308edfc665746696d8cbfb553c88ef275d0dc
213 Bytes
skills/thesis-red-team/SKILL.md
SHA-2567f73ffc607a08b173b1579a5842644991eff49a0181da9a67a303f8ad8ae18b2
1.67 KB
skills/thesis-red-team/agents/openai.yaml
SHA-256da7443adc692b207440faeaf888169eca3810e6673b9c8ac8d277a6c7ea4c67d
213 Bytes
skills/valuation/SKILL.md
SHA-256e3ff9e41b30613ec9103edce6fca591704c9934ca12dae27b3c4ccea58651e1c
2.66 KB
skills/valuation/agents/openai.yaml
SHA-256fcd63301274a5774e8505918b66cbc01d692608affd66ad196b9e68f7d6f5eed
312 Bytes
skills/valuation/references/appendices/Appendix-C-formula-and-concept-encyclopedia.md
SHA-25613317d20f897acfa184b9555c6c0cbd7ecfb58c70a959d9f34cf0ce908dd711b
5.72 KB
skills/valuation/references/master-labs/Master-Lab-03-valuation-from-first-principles-reverse-expectations-and-special-cases.md
SHA-2563b4b3bb11e409408742e8a793f8f19cf93c350a25cbf71105e6ea2864cbfadcc
25 KB
skills/valuation/references/master-labs/Master-Lab-14-formula-modeling-and-analytical-reference-encyclopedia.md
SHA-256acd4133c0e861f8b5ec9423134ab7bb60d6bd157490dc0e0456541bb5c1a2a4c
11.6 KB
skills/valuation/references/modules/M046-dcf-from-first-principles.md
SHA-2569fa9444b00361994c5396c93c3530d6f0cb6cbec7458b1ff5eab33ea1b132d0d
7.4 KB
skills/valuation/references/modules/M047-multiples-and-relative-valuation.md
SHA-2567ed481c1571a58ef4fff35fe0cb2c5ba8ac137dbfa8e77d5c98fe4def6dc3c93
6.85 KB
skills/valuation/references/modules/M048-reverse-dcf-and-expectations-investing.md
SHA-256aa40f3d1ed336fb89b79dbdffbdd96031e56832eff63667bcfc5b65320764710
6.56 KB
skills/valuation/references/modules/M049-sum-of-the-parts-and-conglomerate-analysis.md
SHA-256fc4d9d3e1ba5216902c532b82c5cd722114b55f9acb1eb32be29ac44b8713d16
6.55 KB
skills/valuation/references/modules/M050-scenario-sensitivity-and-probability-weighting.md
SHA-2566b92e6297f2daf390475cb3b4e0b326ea46f6080101b079dde6119cb9fe3a2db
6.76 KB
skills/valuation/references/operating-rules.md
SHA-256cb3c9b5dae167d5b9a52d84a6c2d283dc0825a0a6b5a078cb6ca2980c4787780
2.09 KB
skills/valuation/references/reference-index.json
SHA-2560151341b13a67d58797e186bde7f702f7300d06941af78cbf7050600e39df92e
1.48 KB
skills/valuation/references/universal/front-matter-and-universal-standards.md
SHA-256117f3933aaf13460d153c7a740fa15665853fca19b948e39eeaf3364485ec907
17.1 KB
skills/valuation/scripts/finance_engine.py
SHA-25636060821175154f3e1797bed46ce7110a66a6ca5eb928c0ffb1101833a63eb78
7.95 KB
templates/claim-graph.template.json
SHA-256a22e00e5282c3bad271e4812a199c3aca1348e829ff87f1786af0d185f675d46
38 Bytes
templates/contradiction-register.template.json
SHA-256b4c918f77f7dbb7df303044819b906265a0593f2a540ecc31868625786474d13
30 Bytes
templates/deep-research-deliverable.md
SHA-25641c3603e7d14dcc322607f331df4a4a4a77f6df79a03f9de232b18b604e4cd6d
681 Bytes
templates/definition-register.template.json
SHA-2561a946b81e05a3c2bc431189a00b87afb46d3cde36ad8e6eae3d19e30559fc164
27 Bytes
templates/evidence-ledger.template.json
SHA-256386767b704987713b18b8ae080a8e0672bdf171969bd6bfbbce64152dd1b420c
50 Bytes
templates/forecast-error.template.json
SHA-2565d907b7162040f6008ee1f2bd69bfd48e352498a07553db5ff235597c783c4a3
71 Bytes
templates/management-scorecard.template.json
SHA-256d8bfe8be6f0254c17d58715014930a8f271777ce6c214c91cca5dbd2cccd32c0
45 Bytes
templates/research-budget.template.json
SHA-25676a6c1b3d38aababac74374a9c5018beba132bf2ad0789c192e879f684ad0ced
25 Bytes
templates/research-state.template.json
SHA-256d8126cfd1a1b2e8e7657b741cf5a6917138612434fe88a128f3207012f822bb6
227 Bytes
tests/test_finance_core.py
SHA-2562530329aecb567ee28627d091f8b3c48f0db76f9f360ecd1002af522773466e6
6.4 KB
tests/test_package_contracts.py
SHA-2563b0ccca23a476f4aa523bfec09599af7c0d32b93d911c2ced2f3df2411960614
2.37 KB
tests/test_research_system.py
SHA-256180a891dbdd1f971df981a60731a8e69339a83543fe9e33ac7bd2105c06a7f2c
2.5 KB

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