fsi-strip-profile

Workflow

1. Clarify Requirements

• Ask the user: Single-slide or multi-slide (3-4 slides)?
• Ask the user: Any specific focus areas or topics to emphasize?
• Only after user confirms, proceed to research

2. Research & Planning

Data Sources:

• Primary: Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website
• Market data: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)
• Estimates: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS
• News: Press releases from last 90 days, M&A activity, guidance changes