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skills/full-company-analysis/references/reference-index.json
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{
"skill": "full-company-analysis",
"manual_version": "3.0",
"modules": [
{
"module": 1,
"title": "Mission, Ethics, and the Analyst Charter",
"file": "modules/M001-mission-ethics-and-the-analyst-charter.md"
},
{
"module": 2,
"title": "The Research Audit Trail",
"file": "modules/M002-the-research-audit-trail.md"
},
{
"module": 3,
"title": "Daily, Weekly, Monthly, and Quarterly Cadence",
"file": "modules/M003-daily-weekly-monthly-and-quarterly-cadence.md"
},
{
"module": 4,
"title": "Hypothesis-Driven Research",
"file": "modules/M004-hypothesis-driven-research.md"
},
{
"module": 5,
"title": "Time Allocation and Research ROI",
"file": "modules/M005-time-allocation-and-research-roi.md"
},
{
"module": 6,
"title": "EDGAR Mastery and Filing Retrieval",
"file": "modules/M006-edgar-mastery-and-filing-retrieval.md"
},
{
"module": 7,
"title": "10-K Deep Read Procedure",
"file": "modules/M007-10-k-deep-read-procedure.md"
},
{
"module": 8,
"title": "10-Q and Interim Update Procedure",
"file": "modules/M008-10-q-and-interim-update-procedure.md"
},
{
"module": 9,
"title": "8-K and Event Filing Triage",
"file": "modules/M009-8-k-and-event-filing-triage.md"
},
{
"module": 10,
"title": "Proxy Statement and Governance Mining",
"file": "modules/M010-proxy-statement-and-governance-mining.md"
},
{
"module": 11,
"title": "Three-Statement Mastery",
"file": "modules/M011-three-statement-mastery.md"
},
{
"module": 12,
"title": "Revenue Recognition Analysis",
"file": "modules/M012-revenue-recognition-analysis.md"
},
{
"module": 13,
"title": "Cost Structure and Margin Architecture",
"file": "modules/M013-cost-structure-and-margin-architecture.md"
},
{
"module": 14,
"title": "Working Capital Mechanics",
"file": "modules/M014-working-capital-mechanics.md"
},
{
"module": 15,
"title": "Capital Expenditures, Depreciation, and Asset Intensity",
"file": "modules/M015-capital-expenditures-depreciation-and-asset-intensity.md"
},
{
"module": 16,
"title": "Stock-Based Compensation",
"file": "modules/M016-stock-based-compensation.md"
},
{
"module": 17,
"title": "Leases and Off-Balance-Sheet Commitments",
"file": "modules/M017-leases-and-off-balance-sheet-commitments.md"
},
{
"module": 18,
"title": "Goodwill, Intangibles, and Impairment",
"file": "modules/M018-goodwill-intangibles-and-impairment.md"
},
{
"module": 19,
"title": "Taxes and Deferred Taxes",
"file": "modules/M019-taxes-and-deferred-taxes.md"
},
{
"module": 20,
"title": "Pensions and Postretirement Obligations",
"file": "modules/M020-pensions-and-postretirement-obligations.md"
},
{
"module": 21,
"title": "Earnings Quality Framework",
"file": "modules/M021-earnings-quality-framework.md"
},
{
"module": 22,
"title": "Accrual and Cash Conversion Tests",
"file": "modules/M022-accrual-and-cash-conversion-tests.md"
},
{
"module": 23,
"title": "Non-GAAP Reconstruction",
"file": "modules/M023-non-gaap-reconstruction.md"
},
{
"module": 24,
"title": "Fraud and Manipulation Red Flags",
"file": "modules/M024-fraud-and-manipulation-red-flags.md"
},
{
"module": 25,
"title": "Accounting Estimates and Management Bias",
"file": "modules/M025-accounting-estimates-and-management-bias.md"
},
{
"module": 26,
"title": "Business Model Deconstruction",
"file": "modules/M026-business-model-deconstruction.md"
},
{
"module": 27,
"title": "Unit Economics and Cohort Thinking",
"file": "modules/M027-unit-economics-and-cohort-thinking.md"
},
{
"module": 28,
"title": "Pricing Power and Price-Volume-Mix",
"file": "modules/M028-pricing-power-and-price-volume-mix.md"
},
{
"module": 29,
"title": "Recurring Revenue and Retention Quality",
"file": "modules/M029-recurring-revenue-and-retention-quality.md"
},
{
"module": 30,
"title": "Capital Intensity and Reinvestment Runway",
"file": "modules/M030-capital-intensity-and-reinvestment-runway.md"
},
{
"module": 31,
"title": "Industry Structure Mapping",
"file": "modules/M031-industry-structure-mapping.md"
},
{
"module": 32,
"title": "Market Sizing and TAM Discipline",
"file": "modules/M032-market-sizing-and-tam-discipline.md"
},
{
"module": 33,
"title": "Competitive Advantage and Moat Testing",
"file": "modules/M033-competitive-advantage-and-moat-testing.md"
},
{
"module": 34,
"title": "Competitor Benchmarking",
"file": "modules/M034-competitor-benchmarking.md"
},
{
"module": 35,
"title": "Disruption and Technology S-Curves",
"file": "modules/M035-disruption-and-technology-s-curves.md"
},
{
"module": 36,
"title": "Management Quality Assessment",
"file": "modules/M036-management-quality-assessment.md"
},
{
"module": 37,
"title": "Capital Allocation Scorecard",
"file": "modules/M037-capital-allocation-scorecard.md"
},
{
"module": 38,
"title": "Compensation and Incentive Analysis",
"file": "modules/M038-compensation-and-incentive-analysis.md"
},
{
"module": 39,
"title": "Insider Ownership and Transactions",
"file": "modules/M039-insider-ownership-and-transactions.md"
},
{
"module": 40,
"title": "Board and Governance Risk",
"file": "modules/M040-board-and-governance-risk.md"
},
{
"module": 41,
"title": "Model Architecture and Standards",
"file": "modules/M041-model-architecture-and-standards.md"
},
{
"module": 42,
"title": "Historical Data Normalization",
"file": "modules/M042-historical-data-normalization.md"
},
{
"module": 43,
"title": "Revenue Forecasting by Driver",
"file": "modules/M043-revenue-forecasting-by-driver.md"
},
{
"module": 44,
"title": "Margin and Cost Forecasting",
"file": "modules/M044-margin-and-cost-forecasting.md"
},
{
"module": 45,
"title": "Balance Sheet and Cash Flow Forecasting",
"file": "modules/M045-balance-sheet-and-cash-flow-forecasting.md"
},
{
"module": 46,
"title": "DCF from First Principles",
"file": "modules/M046-dcf-from-first-principles.md"
},
{
"module": 47,
"title": "Multiples and Relative Valuation",
"file": "modules/M047-multiples-and-relative-valuation.md"
},
{
"module": 48,
"title": "Reverse DCF and Expectations Investing",
"file": "modules/M048-reverse-dcf-and-expectations-investing.md"
},
{
"module": 49,
"title": "Sum-of-the-Parts and Conglomerate Analysis",
"file": "modules/M049-sum-of-the-parts-and-conglomerate-analysis.md"
},
{
"module": 50,
"title": "Scenario, Sensitivity, and Probability Weighting",
"file": "modules/M050-scenario-sensitivity-and-probability-weighting.md"
},
{
"module": 51,
"title": "Earnings Preview and Post-Earnings Procedure",
"file": "modules/M051-earnings-preview-and-post-earnings-procedure.md"
},
{
"module": 52,
"title": "Guidance Analysis and Estimate Revisions",
"file": "modules/M052-guidance-analysis-and-estimate-revisions.md"
},
{
"module": 53,
"title": "M&A and Strategic Transactions",
"file": "modules/M053-m-a-and-strategic-transactions.md"
},
{
"module": 54,
"title": "Activism, Spin-Offs, and Restructurings",
"file": "modules/M054-activism-spin-offs-and-restructurings.md"
},
{
"module": 55,
"title": "Bankruptcy, Distress, and Liquidity Events",
"file": "modules/M055-bankruptcy-distress-and-liquidity-events.md"
},
{
"module": 56,
"title": "Expert Calls and Channel Checks",
"file": "modules/M056-expert-calls-and-channel-checks.md"
},
{
"module": 57,
"title": "Customer and Supplier Diligence",
"file": "modules/M057-customer-and-supplier-diligence.md"
},
{
"module": 58,
"title": "Web, App, Hiring, and Product Data",
"file": "modules/M058-web-app-hiring-and-product-data.md"
},
{
"module": 59,
"title": "Pricing and Inventory Scraping",
"file": "modules/M059-pricing-and-inventory-scraping.md"
},
{
"module": 60,
"title": "Alternative Data Validation",
"file": "modules/M060-alternative-data-validation.md"
},
{
"module": 61,
"title": "Risk Register and Thesis-Break Conditions",
"file": "modules/M061-risk-register-and-thesis-break-conditions.md"
},
{
"module": 62,
"title": "Balance Sheet and Liquidity Stress Testing",
"file": "modules/M062-balance-sheet-and-liquidity-stress-testing.md"
},
{
"module": 63,
"title": "Position Sizing Inputs for Research Teams",
"file": "modules/M063-position-sizing-inputs-for-research-teams.md"
},
{
"module": 64,
"title": "Decision Journaling and Pre-Mortems",
"file": "modules/M064-decision-journaling-and-pre-mortems.md"
},
{
"module": 65,
"title": "Post-Mortems and Error Taxonomy",
"file": "modules/M065-post-mortems-and-error-taxonomy.md"
},
{
"module": 66,
"title": "Investment Memo Writing",
"file": "modules/M066-investment-memo-writing.md"
},
{
"module": 67,
"title": "Charts, Tables, and Evidence Design",
"file": "modules/M067-charts-tables-and-evidence-design.md"
},
{
"module": 68,
"title": "Investment Committee Defense",
"file": "modules/M068-investment-committee-defense.md"
},
{
"module": 69,
"title": "Analyst Training and Deliberate Practice",
"file": "modules/M069-analyst-training-and-deliberate-practice.md"
},
{
"module": 70,
"title": "Research System Automation and AI Assistance",
"file": "modules/M070-research-system-automation-and-ai-assistance.md"
},
{
"module": 71,
"title": "Software and SaaS Analyst Playbook",
"file": "modules/M071-software-and-saas-analyst-playbook.md"
},
{
"module": 72,
"title": "Semiconductors Analyst Playbook",
"file": "modules/M072-semiconductors-analyst-playbook.md"
},
{
"module": 73,
"title": "AI Accelerators and Compute Analyst Playbook",
"file": "modules/M073-ai-accelerators-and-compute-analyst-playbook.md"
},
{
"module": 74,
"title": "Cloud and Data Centers Analyst Playbook",
"file": "modules/M074-cloud-and-data-centers-analyst-playbook.md"
},
{
"module": 75,
"title": "Industrial Machinery Analyst Playbook",
"file": "modules/M075-industrial-machinery-analyst-playbook.md"
},
{
"module": 76,
"title": "Aerospace and Defense Analyst Playbook",
"file": "modules/M076-aerospace-and-defense-analyst-playbook.md"
},
{
"module": 77,
"title": "Airlines Analyst Playbook",
"file": "modules/M077-airlines-analyst-playbook.md"
},
{
"module": 78,
"title": "Automotive OEMs Analyst Playbook",
"file": "modules/M078-automotive-oems-analyst-playbook.md"
},
{
"module": 79,
"title": "EV and Battery Manufacturers Analyst Playbook",
"file": "modules/M079-ev-and-battery-manufacturers-analyst-playbook.md"
},
{
"module": 80,
"title": "BESS Electrical Balance-of-System Analyst Playbook",
"file": "modules/M080-bess-electrical-balance-of-system-analyst-playbook.md"
},
{
"module": 81,
"title": "Grid Equipment and Electrification Analyst Playbook",
"file": "modules/M081-grid-equipment-and-electrification-analyst-playbook.md"
},
{
"module": 82,
"title": "Electric Utilities Analyst Playbook",
"file": "modules/M082-electric-utilities-analyst-playbook.md"
},
{
"module": 83,
"title": "Renewable Developers Analyst Playbook",
"file": "modules/M083-renewable-developers-analyst-playbook.md"
},
{
"module": 84,
"title": "Oil and Gas E&P Analyst Playbook",
"file": "modules/M084-oil-and-gas-e-p-analyst-playbook.md"
},
{
"module": 85,
"title": "Midstream Energy Analyst Playbook",
"file": "modules/M085-midstream-energy-analyst-playbook.md"
},
{
"module": 86,
"title": "Refiners Analyst Playbook",
"file": "modules/M086-refiners-analyst-playbook.md"
},
{
"module": 87,
"title": "Chemicals Analyst Playbook",
"file": "modules/M087-chemicals-analyst-playbook.md"
},
{
"module": 88,
"title": "Mining and Metals Analyst Playbook",
"file": "modules/M088-mining-and-metals-analyst-playbook.md"
},
{
"module": 89,
"title": "Banks Analyst Playbook",
"file": "modules/M089-banks-analyst-playbook.md"
},
{
"module": 90,
"title": "Property and Casualty Insurance Analyst Playbook",
"file": "modules/M090-property-and-casualty-insurance-analyst-playbook.md"
},
{
"module": 91,
"title": "Life Insurance Analyst Playbook",
"file": "modules/M091-life-insurance-analyst-playbook.md"
},
{
"module": 92,
"title": "Asset Managers and Brokers Analyst Playbook",
"file": "modules/M092-asset-managers-and-brokers-analyst-playbook.md"
},
{
"module": 93,
"title": "Payments and Fintech Analyst Playbook",
"file": "modules/M093-payments-and-fintech-analyst-playbook.md"
},
{
"module": 94,
"title": "REITs Analyst Playbook",
"file": "modules/M094-reits-analyst-playbook.md"
},
{
"module": 95,
"title": "Homebuilders Analyst Playbook",
"file": "modules/M095-homebuilders-analyst-playbook.md"
},
{
"module": 96,
"title": "Restaurants Analyst Playbook",
"file": "modules/M096-restaurants-analyst-playbook.md"
},
{
"module": 97,
"title": "Retail Analyst Playbook",
"file": "modules/M097-retail-analyst-playbook.md"
},
{
"module": 98,
"title": "Consumer Packaged Goods Analyst Playbook",
"file": "modules/M098-consumer-packaged-goods-analyst-playbook.md"
},
{
"module": 99,
"title": "Pharmaceuticals Analyst Playbook",
"file": "modules/M099-pharmaceuticals-analyst-playbook.md"
},
{
"module": 100,
"title": "Biotechnology Analyst Playbook",
"file": "modules/M100-biotechnology-analyst-playbook.md"
},
{
"module": 101,
"title": "Medical Devices Analyst Playbook",
"file": "modules/M101-medical-devices-analyst-playbook.md"
},
{
"module": 102,
"title": "Managed Care Analyst Playbook",
"file": "modules/M102-managed-care-analyst-playbook.md"
},
{
"module": 103,
"title": "Telecom Analyst Playbook",
"file": "modules/M103-telecom-analyst-playbook.md"
},
{
"module": 104,
"title": "Internet Platforms and Marketplaces Analyst Playbook",
"file": "modules/M104-internet-platforms-and-marketplaces-analyst-playbook.md"
},
{
"module": 105,
"title": "Cybersecurity Analyst Playbook",
"file": "modules/M105-cybersecurity-analyst-playbook.md"
},
{
"module": 106,
"title": "Railroads and Logistics Analyst Playbook",
"file": "modules/M106-railroads-and-logistics-analyst-playbook.md"
}
],
"appendices": [
{
"appendix": "A",
"title": "ZERO-TO-EXPERT FOUNDATION BOOT CAMP",
"file": "appendices/Appendix-A-zero-to-expert-foundation-boot-camp.md"
},
{
"appendix": "B",
"title": "INSTITUTIONAL MODEL BUILD STANDARD",
"file": "appendices/Appendix-B-institutional-model-build-standard.md"
},
{
"appendix": "C",
"title": "FORMULA AND CONCEPT ENCYCLOPEDIA",
"file": "appendices/Appendix-C-formula-and-concept-encyclopedia.md"
},
{
"appendix": "D",
"title": "FORENSIC ACCOUNTING RED-FLAG ENCYCLOPEDIA",
"file": "appendices/Appendix-D-forensic-accounting-red-flag-encyclopedia.md"
},
{
"appendix": "E",
"title": "PRIMARY-SOURCE AND REGULATORY VERIFICATION SYSTEM",
"file": "appendices/Appendix-E-primary-source-and-regulatory-verification-system.md"
},
{
"appendix": "F",
"title": "AI AND AUTOMATION CONTROL FRAMEWORK",
"file": "appendices/Appendix-F-ai-and-automation-control-framework.md"
},
{
"appendix": "G",
"title": "FULL INITIATION WORKFLOW AND DELIVERABLE PACK",
"file": "appendices/Appendix-G-full-initiation-workflow-and-deliverable-pack.md"
},
{
"appendix": "H",
"title": "INVESTMENT MEMO TEMPLATE",
"file": "appendices/Appendix-H-investment-memo-template.md"
},
{
"appendix": "I",
"title": "EARNINGS PREVIEW / POST-EARNINGS TEMPLATE",
"file": "appendices/Appendix-I-earnings-preview-post-earnings-template.md"
},
{
"appendix": "J",
"title": "12-MONTH ANALYST TRAINING PROGRAM",
"file": "appendices/Appendix-J-12-month-analyst-training-program.md"
},
{
"appendix": "K",
"title": "SENIOR REVIEW AND INVESTMENT COMMITTEE QUESTION BANK",
"file": "appendices/Appendix-K-senior-review-and-investment-committee-question-bank.md"
},
{
"appendix": "L",
"title": "INTEGRATED WORKED COMPANY CASE",
"file": "appendices/Appendix-L-integrated-worked-company-case.md"
},
{
"appendix": "M",
"title": "FINAL 99-POINT SELF-AUDIT",
"file": "appendices/Appendix-M-final-99-point-self-audit.md"
}
],
"master_labs": [
{
"lab": 1,
"title": "ACCOUNTING MECHANICS, JOURNAL ENTRIES, AND FOOTNOTE RECONSTRUCTION",
"file": "master-labs/Master-Lab-01-accounting-mechanics-journal-entries-and-footnote-reconstruction.md"
},
{
"lab": 2,
"title": "INTEGRATED THREE-STATEMENT MODEL BUILD FROM RAW FILINGS",
"file": "master-labs/Master-Lab-02-integrated-three-statement-model-build-from-raw-filings.md"
},
{
"lab": 3,
"title": "VALUATION FROM FIRST PRINCIPLES, REVERSE EXPECTATIONS, AND SPECIAL CASES",
"file": "master-labs/Master-Lab-03-valuation-from-first-principles-reverse-expectations-and-special-cases.md"
},
{
"lab": 4,
"title": "FORENSIC ACCOUNTING, EARNINGS QUALITY, AND MANIPULATION DETECTION",
"file": "master-labs/Master-Lab-04-forensic-accounting-earnings-quality-and-manipulation-detection.md"
},
{
"lab": 5,
"title": "INDUSTRY STRUCTURE, COMPETITIVE ADVANTAGE, MARKET SIZING, AND TECHNOLOGY TRANSITIONS",
"file": "master-labs/Master-Lab-05-industry-structure-competitive-advantage-market-sizing-and-technology-transition.md"
},
{
"lab": 6,
"title": "MANAGEMENT, GOVERNANCE, INCENTIVES, AND CAPITAL ALLOCATION",
"file": "master-labs/Master-Lab-06-management-governance-incentives-and-capital-allocation.md"
},
{
"lab": 7,
"title": "ALTERNATIVE DATA, EXPERT CALLS, CHANNEL CHECKS, AND SIGNAL VALIDATION",
"file": "master-labs/Master-Lab-07-alternative-data-expert-calls-channel-checks-and-signal-validation.md"
},
{
"lab": 8,
"title": "AI RESEARCH ENGINEERING, AUTOMATION, EVALUATION, AND MODEL RISK",
"file": "master-labs/Master-Lab-08-ai-research-engineering-automation-evaluation-and-model-risk.md"
},
{
"lab": 9,
"title": "RISK, LIQUIDITY, DISTRESS, DECISION JOURNALING, AND RESEARCH SIZING INPUTS",
"file": "master-labs/Master-Lab-09-risk-liquidity-distress-decision-journaling-and-research-sizing-inputs.md"
},
{
"lab": 10,
"title": "INVESTMENT MEMOS, INVESTMENT COMMITTEE DEFENSE, CHARTS, AND CONTINUOUS REVIEW",
"file": "master-labs/Master-Lab-10-investment-memos-investment-committee-defense-charts-and-continuous-review.md"
},
{
"lab": 11,
"title": "SECTOR-SPECIFIC DRIVER, LEADING-INDICATOR, AND FAILURE-MODE ENCYCLOPEDIA",
"file": "master-labs/Master-Lab-11-sector-specific-driver-leading-indicator-and-failure-mode-encyclopedia.md"
},
{
"lab": 12,
"title": "ZERO-TO-EXPERT TRAINING, CERTIFICATION, DELIBERATE PRACTICE, AND ANSWER RUBRICS",
"file": "master-labs/Master-Lab-12-zero-to-expert-training-certification-deliberate-practice-and-answer-rubrics.md"
},
{
"lab": 13,
"title": "MULTI-SECTOR WORKED CASEBOOK WITH ANSWER KEYS",
"file": "master-labs/Master-Lab-13-multi-sector-worked-casebook-with-answer-keys.md"
},
{
"lab": 14,
"title": "FORMULA, MODELING, AND ANALYTICAL REFERENCE ENCYCLOPEDIA",
"file": "master-labs/Master-Lab-14-formula-modeling-and-analytical-reference-encyclopedia.md"
}
]
}
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