thematic-winners
Skill9 starsChanged 41 days agoNo licenceView on GitHub
Long-only thematic idea generation. Maps a theme's value chain into Direct and Indirect beneficiary tiers, derives a Favor/Avoid checklist from historical analogs, runs two independent screens (one per logic path) over a region and size band, tallies them into a ranked shortlist, and writes Long/Pass recommendations with catalysts for the top names. Uses Distilla MCP (screen_drivers, screen_earnings, ku_cell, product, stock_price, standard_event, earnings_calendar, public library). Use this whenever the user asks who benefits from a theme, thematic winners or beneficiaries, value-chain plays, "picks and shovels", long ideas for a trend (e.g. humanoid robotics, AI power, GLP-1, defense, nuclear), or which stocks to own for a theme, even if they don't say "value chain" or "historical analog". Do NOT use for short ideas or for explaining past sector price moves (use sector-price-driver-patterns).
In this repository36 other files it gives its agents.
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- consumer-brand-equitySkill
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- earnings-digestSkill
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- financial-statement-reviewSkill
- fundamental-guruSkill
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- initial-screenSkill
- long-short-ideasSkill
- management-governanceSkill
- manufacturing-cost-structureSkill
- peer-benchmarkingSkill
- profit-pool-analysisSkill
- roe-decompositionSkill
- sector-price-driver-patternsSkill
- sector-price-driver-reviewSkill
- sell-side-briefSkill
- sell-side-viewSkill
- sentiment-readSkill
- special-situations-screenSkill
- stock-screenerSkill
- supply-chain-resilienceSkill
- technical-analysisSkill
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23 rules. About 0 are common, 14 are distinctive, and 9 are very specific to this project.
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