daloopa/investing

earnings-prep

Pre-earnings preparation report for the night before a company reports

earnings-review

Full earnings analysis with guidance tracking for a given company

guidance-tracker

Track management guidance accuracy over time for a given company

precedent-transactions

Precedent M&A transactions analysis with deal multiples and acquisition history

research-note

Generate a professional Word document research note

supply-chain

Interactive supply chain dashboard mapping suppliers, customers, and financial interdependencies

tearsheet

Quick one-page company overview and snapshot

comp-sheet

Build an industry comp sheet Excel model with deep operational KPIs

comps

Trading comparables analysis with peer multiples and implied valuation

earnings-flash

Rapid first-read earnings flash for a given company

setup

Walk through initial setup and authentication for this Daloopa starter kit

bull-bear

Bull/bear/base case scenario framework for a given company

unit-economics

Bottoms-up unit economics decomposition for any public company

working-capital

Cash conversion cycle, earnings quality, and working capital deep-dive

build-model

Build a multi-tab Excel financial model

capital-allocation

Deep dive into capital deployment, buybacks, dividends, and shareholder yield

dcf

Discounted cash flow valuation with sensitivity analysis

ib-deck

Generate an institutional-grade investment banking pitch deck (HTML → PDF)

industry

Cross-company industry comparison across multiple tickers

inflection

Auto-detect biggest acceleration/deceleration inflections across all metrics

initiate

Initiate coverage — generate both research note (.docx) and Excel model (.xlsx)

update

Refresh existing research note and Excel model with latest data