buy-side-equity-research-memo

buy-side-equity-research-memo is a skill for Codex from leecyno1/boutique-skills. It costs 99 tokens per session (3,254 once invoked), scanned A, a copy of buy-side-equity-research-memo, MIT.

A source-backed report format for deciding whether a listed company’s stock may be mispriced. It combines financial statements, industry and competitor research, valuation, possible catalysts, risks, and scenarios.

In plain words
What is it for?
Use it to prepare a buy-side stock memo from a ticker, including target-price scenarios, SEC and investor-relations research, valuation, risks, and a monitoring dashboard.
Why use it?
It turns scattered company information into an investment view that can be debated and monitored. It also makes clear what evidence could change that view.

Skill for Codex

Written for Codex: agents/openai.yaml present.

Good fit Use it to prepare a buy-side stock memo from a ticker, including target-price scenarios, SEC and investor-relations research, valuation, risks, and a monitoring dashboard.

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Install with agentmods
npx agentmods add skills/leecyno1/boutique-skills/buy-side-equity-research-memo
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add leecyno1/boutique-skills --skill buy-side-equity-research-memo
Clone the repo
git clone --depth 1 https://github.com/leecyno1/boutique-skills

Made for: Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for buy-side-equity-research-memo

README.md
[![agentmods](https://agentmods.dev/badge/skills/leecyno1/boutique-skills/buy-side-equity-research-memo/github.svg)](https://agentmods.dev/skills/leecyno1/boutique-skills/buy-side-equity-research-memo)
Your own site
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/buy-side-equity-research-memo"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/buy-side-equity-research-memo/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for buy-side-equity-research-memo

Your own site · 80×15
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/buy-side-equity-research-memo"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/buy-side-equity-research-memo.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 99 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,254 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00099 $0.03254
Opus 5 $0.00049 $0.01627
Sonnet 5 $0.00020 $0.00651
Haiku 4.5 $0.00010 $0.00325

Measured 8d ago against content hash c06caa75edee, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

buy-side-equity-research-memo scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to buy-side-equity-research-memo — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

skills/default/buy-side-equity-research-memo/SKILL.md · 302 lines

How it starts

The opening of the file, as written. The whole thing — 302 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Buy-Side Equity Research Memo

Core Principle

Start with the investment decision, not company background. Convert a ticker into a buy-side memo that helps a fund manager or investment committee debate whether the stock is mispriced, what could change the view, and what must be tracked next.

Treat outputs as research analysis, not personalized investment advice. For current claims, verify latest filings, prices, market cap, estimates, valuation multiples, earnings calls, investor presentations, and catalysts from reliable current sources. Do not invent unavailable data.

Defaults And Inputs

Required input: a ticker or clearly identifiable listed company.

Default assumptions unless the user specifies otherwise:

  • language: Chinese
  • depth: deep version
  • horizon: 12-month primary view, with 3-6 month catalyst tracking
  • style: buy-side fundamental research memo
  • valuation: SOTP when segment structure matters; otherwise relative valuation, DCF, P/E, EV/EBITDA, P/FCF, or industry-specific methods
  • scenarios: Bull / Base / Bear with probability weights and implied upside/downside

If the ticker is ambiguous, identify the most likely listed company and state the assumption. Ask only when multiple candidates are genuinely plausible and the wrong choice would change the analysis.

Source Discipline

Prioritize primary and current sources:

  1. SEC filings or local exchange filings
  2. company IR website, earnings releases, and investor presentations
  3. earnings call transcripts and official guidance
  4. exchange announcements and regulatory filings
  5. industry associations and credible third-party data
  6. reputable financial data providers and mainstream financial media

For every important figure or factual claim, cite the source, document type, document date or filing date, access date, and section/page/path when available. Clearly distinguish:

  • reported facts
  • management guidance or commentary
  • market consensus or third-party estimates
  • analyst inference

Read the full file on GitHub · 302 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 302 lines · 99 tokens per session scan A c06caa75edee

Subscribe to this mod's changes

buy-side-equity-research-memo is a skill published in the GitHub repository leecyno1/boutique-skills (5 stars, last pushed today), licensed MIT. It adds 99 tokens to every session and 3,254 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to buy-side-equity-research-memo, differing in 0 lines, and is treated as a copy.

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