public-company-first-pass

Generate an 11-section tear sheet for a US-listed public company from filings.

36|2|Updated May 30, 2026
One-click install
npx skills add https://github.com/latour-ai/skills --skill public-company-first-pass
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: public-company-first-pass
Source: https://github.com/latour-ai/skills/tree/main/public-company-first-pass
Command: npx skills add https://github.com/latour-ai/skills --skill public-company-first-pass

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generate a concise, professionally formatted tear sheet for a US-listed public company using public sources.

Core Features & Use Cases

  • Produces an 11-section tear sheet (TL;DR, business, revenue, financials, valuation context, competitive landscape, developments, bull/bear cases, and an initial investment view) from public filings and investor materials.
  • Verifies data from official sources (10-K/10-Q, earnings releases, investor presentations) and cites sources.
  • Not intended for private companies or non-US securities; uses ticker for entity confirmation and reproducibility.

Quick Start

Ask for a US-listed ticker (e.g., AAPL) to generate a [TICKER]-first-pass.md tear sheet covering 11 sections.

Frequently Asked Questions about public-company-first-pass

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate an investor tear sheet from 10-K and 10-Q filings?▼

Generate an investor tear sheet by inputting a US-listed public company ticker. The tool extracts data from 10-K and 10-Q filings, earnings releases, and investor presentations to produce a concise markdown overview with proper source citations.

What is included in a first-pass equity research tear sheet?▼

A first-pass equity research tear sheet includes 11 sections: TL;DR, business overview, revenue, financials, valuation context, competitive landscape, recent developments, bull and bear cases, and an initial investment view.

Can I use public company filings to research private companies or non-US securities?▼

Public company filings cannot be used to research private companies or non-US securities. This tool is strictly applicable for generating tear sheets for US-listed public companies using official public data sources.

How do I start creating a tear sheet for equity research using a stock ticker?▼

Start creating a tear sheet by providing a US-listed stock ticker like AAPL. The system verifies the entity and outputs a formatted markdown file named with the ticker, covering all 11 equity research sections.

What is the best way to structure quick equity research from public data?▼

The best way to structure quick equity research is using the 11-section format that synthesizes business descriptions, financials, valuation context, and bull/bear cases directly from public filings and investor materials into a single markdown document.

Does the tear sheet generation process cite sources from investor materials?▼

Yes, the tear sheet generation process cites sources. It verifies data from official investor materials including 10-K and 10-Q filings, earnings releases, and investor presentations to ensure reproducibility and accuracy.