Update to Bigdata.com

{
  "name": "bigdata-quick-take",
  "description": "Give a fast, PM-style quick take on a stock using Bigdata.com data — a one-line current view, the 2-3 drivers that actually matter right now, the key risks and what would change the view, and the near-term setup with the next catalyst. Deliberately short: one page, no full thesis, no model. Triggers: \"quick take on X\", \"what do you think of X\", \"give me a fast view on X\", \"thoughts on X\", \"X in a nutshell\", \"one-liner on X\", \"is X interesting right now\".",
  "included_files": [
    {
      "relative_path": "README.md",
      "size_in_bytes": 1188
    },
    {
      "relative_path": "agents/openai.yaml",
      "size_in_bytes": 313
    },
    {
      "relative_path": "assets/bigdata-icon-black.svg",
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    {
      "relative_path": "assets/report-template.md",
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    {
      "relative_path": "references/epic-framework.md",
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    }
  ],
  "skill_md_contents": "---\nname: bigdata-quick-take\ndescription: >\n  Give a fast, PM-style quick take on a stock using Bigdata.com data — a one-line current view,\n  the 2-3 drivers that actually matter right now, the key risks and what would change the view,\n  and the near-term setup with the next catalyst. Deliberately short: one page, no full thesis,\n  no model. Triggers: \"quick take on X\", \"what do you think of X\", \"give me a fast view on X\",\n  \"thoughts on X\", \"X in a nutshell\", \"one-liner on X\", \"is X interesting right now\".\n---\n\n# Bigdata Quick Take\n\nOne page, PM-style. Use Bigdata.com plugin tools for every fact.\n\n**Use this skill when** the user wants a fast view, not a document. Not this skill when:\n\n| Request | Use instead |\n|---------|-------------|\n| Full thesis with recommendation and conviction | Investment memo |\n| 30 days of developments, categorized | Company brief |\n| \"What is it worth\" | Valuation snapshot |\n| Risks rated by likelihood and impact | Risk assessment |\n| Analysis around an earnings event | Earnings preview / digest |\n\n**The discipline of this deliverable is brevity.** If the answer is running past a page, the user asked for a different skill.\n\n## Data foundation (plugin tools)\n\n| Tool | Purpose | Prerequisite |\n|------|---------|--------------|\n| `find_securities` | Resolve company name → RavenPack `entity_id` | None |\n| `bigdata_company_tearsheet` | Financial baseline, estimates, sentiment | `find_securities` |\n| `bigdata_search` | What's live on the name right now | None |\n\nIf the company name is ambiguous after `find_securities`, ask:\n\n> \"I found multiple companies named [X]. Did you mean [Company A] in [Industry] or [Company B] in [Industry]?\"\n\n## Workflow\n\n### Step 1 — Identify the company\n\nCall `find_securities` with the company name to get the `entity_id`.\n\n### Step 2 — Baseline\n\nCall `bigdata_company_tearsheet` for the financial and valuation baseline plus sentiment. One pass, no exhaustive extraction.\n\n### Step 3 — What's live (2–4 searches, not ten)\n\n- \"[Company] recent developments last 30 days\"\n- \"[Company] analyst view valuation debate\"\n- \"[Company] risks concerns\"\n\nEnough to know what the market is arguing about. Stop there.\n\n### Step 4 — Filter to what matters\n\nKeep the **2–3 drivers** that actually move the name now. Apply the EPIC lens quickly — is it material, can you form a view, does consensus miss it? — without writing the table out. Depth if needed: [references/epic-framework.md](./references/epic-framework.md).\n\n### Step 5 — Take a view\n\nState a current view in one line. Name the key risks and **what would change the view**. Give the near-term setup and the next catalyst with its date.\n\n## Output\n\nFollow [assets/report-template.md](./assets/report-template.md).\n\n- Add inline citations `[1]`, `[2]` after sourced claims, hyperlinked to the document URL.\n- End with **Sources**, then the **Powered by Bigdata.com** line and the **Disclaimer**, verbatim.\n- Markdown by default. A quick take rarely needs a Word document — offer only if the user asks.\n\n## Quality bar\n\nPass the PM test: **What's different?** **What matters?** **What should I do about it?** (net assessment, key risk, next catalyst — no position sizing).\n\nNon-negotiables:\n\n- A **view** is actually stated — \"it depends\" is not a quick take\n- 2–3 drivers maximum\n- What would change the view is named and falsifiable\n- Next catalyst has a date, or is flagged as undated\n- One page. Brevity is the product.\n"
}