claude-equity-research-skills

Comprehensive framework for analyzing company competitiveness across 11 dimensions (market position, moat, Porter's Five Forces, value chain, strategy, innovation, operations, financials, vulnerabilities, forward indicators, geopolitical supply chain resilience). Use when asked to assess competitive positioning, evaluate competitive advantages, analyze industry dynamics, compare companies competitively, assess moat sustainability, build investment theses based on competitive strength, evaluate supply chain resilience, assess geopolitical risk exposure, analyze friend-shoring/nearshoring advantage, or evaluate domestic supply chain as competitive moat. Produces institutional-quality analysis with visual infographic summary and detailed section-by-section assessment.

Systematic framework for analyzing corporate networks to generate investment alpha. Use when analyzing supplier-customer relationships, director interlocks, executive networks, insider holdings patterns, or identifying M&A signals through board connections. Triggers on supply chain analysis, customer momentum, board interlock, director network, connected party analysis, relationship mapping, or network-based investment research.

Institutional-quality earnings analysis for public equities. Parses 10-Qs, earnings releases, and call transcripts into a 4-layer framework (Parse → Compare → Diagnose → Decide), runs a mechanical scoring engine that produces a composite verdict across beat quality, operational health, and management signals, and outputs a one-page earnings sheet, full memo (Word doc), risk map, or trade note. Use when asked to analyse earnings, review quarterly results, parse a 10-Q, summarise an earnings call, assess earnings quality, evaluate beat/miss dynamics, diagnose guidance changes, or produce a post-print memo. Triggers include "what did [company] report", "how were earnings", "earnings surprise", "quarter review", "results analysis", "post-print analysis". Do NOT use for DCF models, long-term thesis work, technical analysis, or metals analysis — use the dedicated skills for those.

Comprehensive framework for analyzing growth stocks using competitive moat theory, technology adoption dynamics, narrative economics, management quality assessment, and platform strategy. Use when asked to analyze growth companies, evaluate competitive positions, assess technology investments, or build investment theses for high-growth equities.

Read and extract content from PDF investment reports — sell-side notes (GS/MS/JPM/UBS/Citi/BofA), 10-Ks, annual reports, fund factsheets, manager commentaries, and macro outlooks. Specialises in CHARTS, TABLES, and IMAGES that text-only extraction silently misses (most research charts are vector and invisible to pdfimages). Handles MULTI-REPORT TRIANGULATION when 2+ reports cover the same name, comparing forecasts, valuation methods, and surfacing coverage gaps. When the user has a company of interest and uploads sector or industry reports alongside company-specific notes, MINES the sector reports for company-specific tables and exhibits and treats them as direct evidence. Use whenever a PDF investment report is uploaded and the user wants to summarise, query, extract from, compare reports, or dig a company out of an industry note. Trigger phrases include "read this broker note", "summarise this 10-K", "what does this report say about X", "pull the price target", "compare these reports".

Map listed-equity beneficiaries of a secular trend across the supply chain, then substantiate each with earnings call evidence (backlog, book-to-bill, guide raises, Q&A admissions, mix shifts). Decomposes multi-mechanism themes into sub-themes, flags cost-bearer nodes, subtracts captive capacity, and classifies each node as value captor, volume taker, optionality, or cost bearer. Use when asked "who benefits from X", "supply chain beneficiaries", "pass-through analysis", "thematic basket", "pick and shovel", "trace this trend", "map the value chain", "which companies are exposed to", or any request starting from a macro driver and asking for downstream equity beneficiaries. Also triggers on "substantiate with earnings calls" or checking whether a company actually captures benefit vs merely transits volume. Pairs with bg-lens for single-name deep dives and earnings-analysis for individual prints.

Comprehensive framework for conducting institutional-quality thematic investment research. Use when the user asks to: (1) Identify and validate investment themes, (2) Analyze thematic market opportunities and value chains, (3) Build a thematic stock universe and screen candidates, (4) Conduct company deep dives with thematic focus, (5) Value companies using theme-appropriate methodologies, (6) Assess theme-level and company-level risks, (7) Write thematic research reports, (8) Design portfolio implementation and monitoring frameworks. Triggers on phrases like thematic research, investment theme, secular trend analysis, theme validation, thematic universe, value chain mapping, or requests for structured investment research methodology.