peer-impact
Installation
SKILL.md
Peer Impact
Which competitors can move your earnings, and through what.
Disclaimer: Research and educational output only. Not financial advice.
Two peer sets, one of which already exists
| Valuation peers | Impact peers | |
|---|---|---|
| Question | who does the market price with the same logic? | whose decisions change our margin? |
| Used in | the multiples table, §3 | competitive risk, drivers, thesis-breakers |
| Owned by | company-valuation's Peer Validation Gate |
this skill |
| Constraint | same sector, same region — cross-sector is a hard reject | no country constraint at all |