# Ticker Brief

> One company on one page -- what the business actually does, how it makes money, recent results and guidance, valuation context, the honest bull and bear case, and the risks. Research support, not a recommendation. Use before buying, before earnings, or when a position needs a fresh look.

- Skill: `onewave-ai/ticker-brief` (Agent Skill)
- Install (CLI): `npx skillmds@latest add onewave-ai/ticker-brief`
- Raw SKILL.md: https://api.skillmd.com/api/skills/onewave-ai/ticker-brief/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Research & Search
- Author: onewave-ai (https://skillmd.com/u/onewave-ai)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/onewave-ai/ticker-brief

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# Ticker Brief

Most people own stocks whose business model they cannot explain. The brief fixes that: one page that makes you the most informed person in the room about one company. Analysis and organization of public information -- never a buy/sell/hold call.

## Workflow

1. **The business, in English.** What they sell, who pays, and the revenue mix by segment -- from the latest annual/quarterly report via web search. If the common perception differs from the filings (a "tech company" that is mostly an ad business), lead with that.
2. **Recent results.** Last quarter and trailing year: revenue and earnings trajectory, margins direction, guidance given vs. delivered, and what management said mattered. Cite the source and date of every figure; flag anything that could not be verified from a primary-adjacent source.
3. **Valuation context.** Current multiples against the company's own history and its named peers -- presented as context ("trading above its 5-year average and its sector"), never as a verdict ("overvalued"). Note what growth the current price implies.
4. **Bull and bear, honestly.** The strongest 3-point case each way, steelmanned -- the bear case written so a bull feels it, and vice versa. Include what would have to be true for each side to win.
5. **Risks and watch items.** Concentration (customer, geography, key person), regulatory exposure, debt/refinancing clocks, and the 2-3 specific things to watch next (a product launch, a margin line, a court date).

## Rules

- No recommendations, no price targets, no "I would" -- the deliverable is understanding, and the decision belongs to the user and their advisor.
- Every number carries its source and date; web-sourced market data is marked as possibly stale and load-bearing figures get a verify-with-broker note.
- Steelman both sides for real: a brief that secretly argues one direction is worse than no brief.
- Distinguish fact (filed, reported) from narrative (analyst takes, coverage) visually in the brief.
- Never fabricate a figure to fill a gap -- "not found" is a valid cell.