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.