Bigdata.com

Plugin bigdata-com from marketplace knowledge-work-plugins in anthropics/knowledge-work-plugins. Commands read from the repo's manifest — today.

Skills (24)

• bigdata-capital-allocation

  Capital allocation review: buybacks, dividends, reinvestment and acquisitions, and whether each created value. Use for payout policy, buyback vs dividend, M&A record, incentives. Not one announced deal: bigdata-deal-analysis. bigdata-refs: working-with-bigdata, output-standard, capital-allocation, e

• bigdata-catalysts

  Dated events that could move a stock or a list, with expected impact and what is priced in. Use for what is coming up, events to watch, next catalysts. Not the earnings setup: bigdata-earnings-preview. bigdata-refs: working-with-bigdata, output-standard, downside-and-catalysts, forecasting-disciplin

• bigdata-company-brief

  What happened at one company, each item with source, date and what it means. Use for what is happening at X, catch me up, latest news, a competitor update. Not a view: bigdata-quick-take; one day's move: bigdata-stock-move. bigdata-refs: working-with-bigdata, output-standard, expectations, after-a-p

• bigdata-comps

  Peer comparison: peers picked by value drivers, multiples on one basis, growth, margins and returns side by side. Use for comps, relative valuation, benchmark against competitors. Not intrinsic value: bigdata-valuation. bigdata-refs: working-with-bigdata, output-standard, multiples-and-peers, expect

• bigdata-country-analysis

  One country's economy and markets, or several compared on the same indicators: growth, inflation, rates, currency, fiscal and external balances, politics, what is priced in. Use for a country outlook, political risk, market entry, compare economies, which country is stronger, where to expand. bigdat

• bigdata-credit

  Credit analysis of a company: leverage, coverage, maturities, covenants, refinancing risk, agency ratios, recovery. Use for debt, credit quality, bankruptcy risk, counterparty or supplier checks. Not equity downside: bigdata-risk. bigdata-refs: working-with-bigdata, output-standard, credit, earnings

• bigdata-deal-analysis

  Merger or acquisition analysis: strategic logic, price vs value, synergies vs base rates, value at risk, what each side gets. Use for takeovers, bids, deal rationale, a hypothetical deal. Not arb maths: bigdata-special-situations. bigdata-refs: working-with-bigdata, output-standard, capital-allocati

• bigdata-deep-dive

  Full company research: economics, moat, earnings quality, capital allocation, what the price implies, valuation range, risks, catalysts. Use for a deep dive, initiation, investment memo, due diligence. Not one page: bigdata-quick-take. bigdata-refs: working-with-bigdata, output-standard, roic, valua

• bigdata-earnings-preview

  Setup before a company reports: drivers of the quarter, consensus vs guidance, what the price implies, scenarios, what to check first. Use for an earnings preview, what to expect when X reports. Not results: bigdata-earnings-recap. bigdata-refs: working-with-bigdata, output-standard, expectations, b

• bigdata-earnings-quality

  Quality of earnings: accruals, cash conversion, EBITA rebuild, recurring one-offs, revenue recognition, flags by severity. Use for are earnings real, QoE, forensic accounting, red flags. Not one quarter: bigdata-earnings-recap. bigdata-refs: working-with-bigdata, output-standard, earnings-quality, r

• bigdata-earnings-recap

  After a company reports: results vs consensus and guidance, what changed in the outlook, thesis check, reaction, peer read-across. Use for how did X do, beat or miss, a competitor's print. Not the setup: bigdata-earnings-preview. bigdata-refs: working-with-bigdata, output-standard, earnings-quality,

• bigdata-investment-thesis

  Investment thesis: where the view differs from consensus, evidence for and against, bull and bear case, catalysts, kill criteria. Use for a thesis, variant view, bull and bear case, stress-test my idea. Not a full report: bigdata-deep-dive. bigdata-refs: working-with-bigdata, output-standard, expect

• bigdata-markets-today

  Market wrap for a day, week or month: what moved across indexes, sectors, rates and currencies, the news behind it. Use for what happened in markets, why everything is red, a morning briefing. Not one company: bigdata-stock-move. bigdata-refs: working-with-bigdata, output-standard, after-a-price-mov

• bigdata-moat

  Competitive advantage of one company: profit pool, share stability, pricing power, entry and exit, five forces, how long the advantage lasts. Use for moat, competitive position, barriers to entry. Not the whole industry: bigdata-sector. bigdata-refs: working-with-bigdata, output-standard, industry-s

• bigdata-quick-take

  One-page view on a stock or company: what the price implies, the drivers that matter now, risks, next catalyst. Use for quick take, a one-page read on X, thoughts on a ticker, is X interesting. Not a full thesis: bigdata-deep-dive. bigdata-refs: working-with-bigdata, output-standard, expectations, v

• bigdata-risk

  Downside analysis of a company: which value drivers could break and what each costs, balance sheet under stress, risks ranked, kill criteria. Use for what could go wrong, downside, risks to a holding or target. Not debt: bigdata-credit. bigdata-refs: working-with-bigdata, output-standard, downside-a

• bigdata-screen

  Find companies that fit criteria: size, sector, valuation, growth or quality, ranked on what the user asked for. Use for screen for stocks, find ideas, who else does what X does, acquisition targets. Not one name: bigdata-quick-take. bigdata-refs: working-with-bigdata, output-standard, base-rates, m

• bigdata-sector

  How an industry works: structure and profit pool, drivers and metrics, what is priced in, where a named company sits. Use for a sector or industry outlook, our industry, which sectors look interesting. Not a theme: bigdata-theme. bigdata-refs: working-with-bigdata, output-standard, industry-structur

• bigdata-special-situations

  Event-driven payoffs with dates: merger arbitrage spreads with break price, spin-offs, rights issues, bankruptcy recovery by layer. Use for arb spreads, a rights issue or spin-off payoff, Chapter 11. Not deal merits: bigdata-deal-analysis. bigdata-refs: working-with-bigdata, output-standard, special

• bigdata-stock-move

  Why a stock moved: the trigger, headline vs change in the long-term outlook, revisions, base rates for what follows a move that size. Use for why is X down, why did our stock drop, what moved it. Not the quarter: bigdata-earnings-recap. bigdata-refs: working-with-bigdata, output-standard, after-a-pr

• bigdata-theme

  A theme or trend end to end: how it works, beneficiaries and losers, addressable market, companies with real exposure from segment revenue. Use for themes, trends, who benefits from X, how exposed are we. Not one sector: bigdata-sector. bigdata-refs: working-with-bigdata, output-standard, industry-s

• bigdata-valuation

  What a company is worth: the growth, margin and return the price implies, a DCF with the equity bridge checked, three cases with probabilities and signposts, a multiples cross-check, a range. Use for fair value, DCF, is it cheap, what is priced in, scenarios, what if a driver changes. Not peers only

• bigdata-watchlist

  Daily or weekly check on a list of companies: price move, the news behind it, earnings vs estimates, next event, in one table. Use for holdings, watchlist, peer or competitor set, what changed today. Not one company: bigdata-company-brief. bigdata-refs: working-with-bigdata, output-standard, after-a

• bigdata

  Answers questions about companies, securities, sectors, countries, markets and economies from Bigdata.com data, with citations: news, filings, earnings call transcripts, broker research, estimates, market data and the user's own documents. Use when the user asks for facts, figures, news or analysis

MCP servers (1)

• bigdata.com

  connects to: https://mcp.bigdata.com

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