Public Equity Investing

initiating-coverage

Use when building public-equity-investing initiating coverage reports. Do not use for trade pitches, memos, earnings notes, models, or tearsheets.

long-short-pitch

Use when building PM-facing Public Equity Investing trade pitches, including sparse-context or partial-section requests. Do not use for formal memos; use memo-builder.

meeting-prep

Use when creating Public Equity Investing meeting prep briefs. Do not use for private diligence, IB, FP&A, legal, or scheduling-only tasks.

memo-builder

Use when drafting or reviewing formal public-equity investment memos. Do not use for live trade construction or credit-first memos; use long-short-pitch or Credit Markets as appropriate.

model-audit-tieout

Use when auditing existing Public Equity Investing models or spreadsheets. Do not use to build a new model from scratch.

portfolio-risk-management

Use when sizing Public Equity Investing positions, finding equity hedges, or building an integrated position-and-hedge risk plan from a listed-equity thesis. Do not use for thesis construction, standalone event underwriting, trade execution, personal investment advice, or credit-instrument risk.

public-equity-investing

Route Public Equity Investing workflows for listed-company and public-security research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, position sizing, hedging, dashboards, and investment memos. Use when the user is evaluating a public company, ticker, sector, portfolio position, event, earnings setup, or investment thesis through an investor lens, including what is priced in, what is mispriced, what proves or kills the thesis, and what to watch next. Do not use for private-company diligence, credit-first analysis, personal financial advice, generic company summaries, or generic document drafting with no public-equity investment context.

scenario-sensitivity-generator

Use when turning a public-equity base case, model, thesis, event, or catalyst into scenario skew, sensitivity, breakpoint, and PM action-threshold analysis. Do not use for first-pass model builds, credit-security valuation, or generic planning.

thesis-tracker

Use when building or updating Public Equity Investing thesis trackers. Do not use for generic news summaries, trade pitches, or first-pass memos.

three-statement-model-builder

Use when building public-equity three-statement operating model workbooks. Default to the banker formula workbook path for new model builds; use deterministic exports only for controlled support calculations or explicit lightweight runs. Do not use for standalone workbook audits.

user-context

Initialize, inspect, save, update, forget, export, or explicitly reset the Public Equity Investing plugin's local user context, source setup, or optional automation setup. Use only when the user explicitly asks to manage Public Equity Investing saved preferences, source pointers, context storage, or recurring automation.