modeling-strategy
Skill0 starsChanged 29 days agoNo licenceView on GitHub
Decides what a company should actually be modelled as before any assumptions or forecasts are built - segment-level economic driver architecture (order book x execution, capacity x utilisation x realisation, rooms x occupancy x ARR, customers x ARPU and the rest), the model schedules that architecture requires, and which valuation methodologies (FCFF DCF, FCFE, EV/EBITDA, EV/EBIT, P/E, EV/Sales, SOTP, NAV, FFO/AFFO) are economically appropriate versus inappropriate - then puts it to the analyst as an explicit approval gate. This skill should be used before financial-model-assumptions whenever a forecast, financial model, DCF or equity research report is being built, or when the user asks how a business should be modelled, what drives its economics, which valuation method fits, or whether a company can be modelled at all.
In this repository7 other files it gives its agents.
- annual-report-kbSkill
- equity-research-reportSkill
- financial-model-assumptionsSkill
- financial-modelSkill
- india-macro-packSkill
- peer-compsSkill
- research-note-updateSkill
The file
We split this skill into the rules it gives an agent
8 rules. About 0 are common, 3 are distinctive, and 5 are very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈3
Distinctive · estimate
This author's own choices. Worth a look.
5
Very specific
Tied to their project's names, files or tools. Probably skip.
No licence file, so all rights are reserved — read it at the source. We count its rules but don't quote them. Read them on GitHub.
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
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