equity-research-skill

Crack a single stock for an investment view — thesis-first equity research workflow that produces a defensible 10–18 page investment memo with model and sensitivity. Use when the user says "thesis-first on [TICKER]", "crack [TICKER]", "pitch me [TICKER]", "research [TICKER] for an interview", "form a view on [TICKER]", or asks to develop an investment thesis on a single name. Designed for student / recruiting prep, not full sell-side report production. NOT for earnings updates (use earnings-analysis), sector primers (use sector-overview), or 30+ page initiation reports (use initiating-coverage).