Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".
Ask the user for parameters:
Run screens based on the style:
Value Screen
Growth Screen
Quality Screen
Short Screen
Special Situation Screen
For thematic ideas, research the theme and identify beneficiaries:
For each idea that passes the screen, present:
[Company Name] — [Long/Short] — [One-Line Thesis]
| Metric | Value | vs. Peers |
|---|---|---|
| Market cap | ||
| EV/EBITDA (NTM) | ||
| P/E (NTM) | ||
| Revenue growth | ||
| EBITDA margin | ||
| FCF yield |
Thesis (3-5 bullets):
Key Risks:
Suggested Next Steps: