latour-ai·latour-ai/skills/key-debates-ledger/SKILL.md

key-debates-ledger

Skill69 starsChanged 24 days agoNo licenceView on GitHub

Maintain an explicit bull/bear debate ledger for each significant position: the two to four decidable questions that will actually determine the outcome, the current evidence on each side with source and date cited, and the pre-registered upcoming data point most likely to resolve each debate. As new filings, earnings transcripts, sell-side notes, and internal call notes arrive, it files each data point against the ledger — bull side, bear side, or neither — flags when the balance of evidence has meaningfully shifted, screens for genuinely new debates, and retires settled ones with the evidence that settled them. For research analysts and PMs running fundamental equity and credit books. Trigger on phrases like "update the debates ledger," "what are the key debates on [ticker]," "does this change the debate," "build a debates ledger from this thesis memo," "where does this data point land," "what would change our mind on this name," or when a user pastes new material against an existing ledger. Do NOT use to extract a single earnings call into a memo — use the earnings-call-extractor skill. Do NOT use to stress-test the whole thesis adversarially — use the thesis-red-team skill. Do NOT use to synthesize a stack of expert transcripts — use the expert-call-synthesis skill. Not investment advice.