Company Analysis Writer

Quel format de publication ?

1. X — Thread Twitter (8–15 tweets, hook fort, chiffres clés)
2. Substack — Article newsletter (1 500–2 500 mots, ton éditorial)
3. Blog Hartza Capital — Deep dive long format (3 000–5 000 mots, sauvegardé localement)

Tapez 1, 2 ou 3.

For mode 3 (Blog), also ask the language if not already specified by the user:

Langue de l'article ?

- FR → sauvegardé dans content/blog/
- EN → sauvegardé dans content/en/blog/

Wait for both answers before proceeding. All following steps adapt to the selected mode and language.

Step 1 — Collect company data via web search

No financial MCP is connected. Use WebSearch and WebFetch in parallel to collect data. Adjust depth by mode:

• X mode: 3–4 searches minimum — focus on recent results, key metrics, one standout angle
• Substack mode: 5–6 searches — financials + narrative + 1–2 peer comparables
• Blog mode: 7+ searches — full coverage (see query list below)

Full query list for Blog mode (run simultaneously):

"[Company] annual report [year]"
"[Ticker] revenue EBITDA net income financial results [year]"
"[Company] business model competitive advantages moat"
"[Company] risk factors 2024 2025"
"[Ticker] valuation P/E EV/EBITDA sector peers comparables"
"[Company] news acquisitions strategy growth"
"[Ticker] site:macrotrends.net OR site:morningstar.com"

Priority sources: IR pages, Reuters, Bloomberg, FT, Les Echos, Macrotrends, Morningstar, Yahoo Finance, Boursorama.

Always cite sources — every figure must reference its origin with the publication and date.

→ See references/data-sources.md for the complete source list organized by data type.

Step 2 — Build the financial data sheet

Before writing, compile key metrics. Required minimum by mode:

X mode: Current market cap, revenue (latest year), net income or EBITDA, one key ratio (P/E or EV/EBITDA), stock performance YTD.

Substack mode: Same as X + 2-year revenue trend, margin evolution, debt level, dividend yield.

Blog mode: Full 3-year table:

Plus current valuation: P/E, EV/EBITDA, P/FCF, dividend yield, market cap, 52-week range.

→ See references/financial-metrics.md for the complete metric list by sector with formulas.

Step 3 — Write the content

Mode X — Twitter/X Thread

Format rules:

• Tweet 1 (hook): one striking fact or contrarian angle — must stop the scroll. End with 🧵
• Tweets 2–12: one idea per tweet, 240 chars max, short sentence rhythm
• Final tweet: forward-looking perspective + engagement question + "Suivez @HartzaCapital pour les prochaines analyses."
• Use numbers, %, and € or $ symbols to make data scannable
• No jargon — accessible to a non-specialist audience
• Each tweet numbered: 1/, 2/, etc.

Thread structure:

1/ [Hook — fait frappant ou thèse contre-intuitive] 🧵
2/ [Présentation de la société — 1 chiffre clé]
3/ [Business model — 1 phrase + avantage concurrentiel]
4/ [Performance financière — revenus + croissance]
5/ [Marges ou profitabilité]
6/ [Bilan ou dette]
7/ [Valorisation vs. secteur]
8/ [Catalyseur ou risque principal]
9/ [Thèse d'investissement — pourquoi maintenant]
10/ [Question d'engagement + CTA]

Legal compliance: Never make explicit buy/sell/hold recommendations. Add at the end: "Ceci n'est pas un conseil en investissement."

Mode Substack — Newsletter Article

Target length: 1,500–2,500 words.

Tone: More editorial and personal than the Blog mode. First person occasionally ("Ce qui m'a frappé ici, c'est…"). Hook the reader emotionally before going analytical. Can include a personal angle or market observation as intro.

Structure:

[Title — punchy, curiosity-driven]

[Intro hook — 150 words: why this company now? surprising angle]

## Le Business en une phrase

[Core business model, one simple paragraph]

## Les Chiffres Clés

[Financial table: 2 years minimum + current valuation ratios]

## Ce Qui Rend Cette Société Intéressante

[Competitive moat / growth driver / undervaluation thesis — 400 words]

## Les Risques à Surveiller

[2–3 main risks, concrete and specific — 300 words]

## Ma Lecture du Dossier

[Investment thesis / forward-looking perspective — 300 words]

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*Cet article est publié à titre informatif uniquement et ne constitue pas un conseil en investissement.*

Do not include Hugo front matter for Substack mode. Output is for copy-pasting into Substack editor.

Mode Blog — Hartza Capital Long-Form Article

Target length: 3,000–5,000 words. Minimum 2,000 words.

Tone: Professional, rigorous, analytical — never promotional. Concrete facts and figures in every paragraph. Short paragraphs (60–100 words), sentences under 20 words. Use tables for financial data, bullet points for risks/advantages.

Structure:

H1: [Company name] — [One-line investment thesis / hook]

H2: Company Overview                              (~300 words)
H2: Business Model and Competitive Advantages     (~400 words)
H2: Industry Analysis and Competitive Position    (~500 words)
H2: Financial Performance                         (~700 words)
H2: Valuation                                     (~500 words)
H2: Key Risk Factors                              (~400 words)
H2: Investment Thesis                             (~400 words)
H2: Conclusion                                    (~200 words)

Each H2 section must be self-contained and citable (200–500 words) for AI citability.

Hugo front matter:

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