earnings-analysis
Post-print earnings update for a covered name: beat/miss decomposition, EPS quality, transcript debate map, estimate revisions, thesis impact. Also the call-only ask that wants the transcript Q&A and the debate map alone. Triggers on earnings update, post-earnings report, analyze quarterly results, Q[N] update, what management said on the call.
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Files
- skills/earnings-analysis/SKILL.md
- skills/earnings-analysis/references/best-practices.md
- skills/earnings-analysis/references/report-structure.md
- skills/earnings-analysis/references/workflow.md
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