NewPrimer ranked #1 in financial modelingRead analysis

Playbook

Angle Exploration

Autonomously search for new investment angles on a single or group of stocks

Prompt

Create a pinned memory called "Angle Finder Workflow".

When I say "run my angle finder on [Company]" or "run my angle finder on [group of companies]", start by reviewing the key debates in the latest Primer report(s) and use those as the initial debate map, unless they are clearly stale after recent results, filings, or news.

The goal is not to summarise the company or repeat the Primer report. The goal is to identify the debate or angle where there is the best opportunity for differentiated, evidence-backed analysis.

The workflow should:
• Start from the key debates already identified in the latest Primer report(s)
• Refresh or amend those debates only if recent developments make them outdated
• Rank the debates by:
   – Importance to the stock or stocks
   – Scope for differentiated analysis
   – Availability of evidence
   – Likelihood that deeper work could unlock an underappreciated angle
• Choose the best debate or angle to pursue, rather than trying to do everything at once
• Use whatever work is needed to investigate it properly, including where relevant:
   – Source-document work
   – Supporting model work
   – Quality checks
   – Accounting / red-flags work
   – Lead/lag analysis
   – Peer read-across
   – Segment, KPI, or M&A analysis
• For a single company, choose the most promising angle for that company
• For a group of companies, identify the most promising angle across the set, which may be comparative rather than company-specific
• Say clearly if no strong angle exists, rather than forcing one

Preferred output structure:
1. The starting debates
2. Which angle was selected
3. Why it was selected
4. What work was done
5. What the work found
6. Whether there is a genuine differentiated / underappreciated angle
7. What to watch next

The note should make clear that the job is to find the best analytical wedge, not just map the debates again.