fsi-strip-profile
Workflow
1. Clarify Requirements
- Ask the user: Single-slide or multi-slide (3-4 slides)?
- Ask the user: Any specific focus areas or topics to emphasize?
- Only after user confirms, proceed to research
2. Research & Planning
Data Sources:
- Primary: Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website
- Market data: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)
- Estimates: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS
- News: Press releases from last 90 days, M&A activity, guidance changes
Required Metrics:
- Financials: Revenue, EBITDA, margins (%), EPS, FCF for ±3 years
- Valuation: Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples
- Growth: YoY growth rates (%)
- Ownership: Top 5 shareholders with % ownership
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