Idea Generation

Workflow

Step 1: Define Search Criteria

Ask the user for parameters:

• Direction: Long ideas, short ideas, or both
• Market cap: Large, mid, small, micro
• Sector: Specific sector or cross-sector
• Style: Value, growth, quality, special situation, event-driven
• Geography: US, international, global
• Theme: Any specific thematic angle (AI, reshoring, aging demographics, etc.)

Step 2: Quantitative Screens

Run screens based on the style: