| name | idea-generation |
| description | Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something". |
Idea Generation
Workflow
Step 1: Define Search Criteria
Ask the user for parameters:
- Direction: Long ideas, short ideas, or both
- Market cap: Large, mid, small, micro
- Sector: Specific sector or cross-sector
- Style: Value, growth, quality, special situation, event-driven
- Geography: US, international, global
- Theme: Any specific thematic angle (AI, reshoring, aging demographics, etc.)
Step 2: Quantitative Screens
Run screens based on the style:
Value Screen
- P/E below sector median
- EV/EBITDA below historical average
- Free cash flow yield >5%
- Price/book below 1.5x
- Insider buying in last 90 days
- Dividend yield above market average
Growth Screen
- Revenue growth >15% YoY
- Earnings growth >20% YoY
- Revenue acceleration (growth rate increasing)
- Expanding margins
- High return on invested capital (>15%)
- Strong net retention (>110% for SaaS)
Quality Screen
- Consistent revenue growth (5+ years)
- Stable or expanding margins
- ROE >15%
- Low debt/equity
