company-memo

name	company-memo
description	Write company analysis memos covering business model, revenue drivers, unit economics, margins, competition, management, catalysts, valuation context, risks, and monitoring indicators.
version	0.1.0

Company Memo

Use this skill for structured company research.

Workflow

1. Identify company, segment, decision, and source hierarchy.
2. Analyze business model, revenue, margins, cash flow, balance sheet, moat, competition, management, and catalysts.
3. Separate facts, assumptions, and thesis.
4. Include counterarguments and monitoring indicators.

Output

Return Thesis, Business overview, Drivers, Risks, Counterarguments, and Monitoring checklist.