byjohnqtcg· 51 skills
Review a US-listed company's earnings quality, cash-flow integrity, and operating leverage for an equity-research workup. Covers operating cash flow vs net income drift, free cash flow trajectory, capex character (maintenance vs expansion), equity issuance / shareholder-return yield, revenue-quality signals (receivables vs revenue growth, channel stuffing), gross-margin level and trend, operating leverage, and three-cost-rate hygiene (S&M, R&D, G&A). SaaS-specific: ARR/NRR/GRR/CAC payback/Magic Number. Trigger when analyzing financial statements at L1+L2+L3 of the seven-layer X-ray framework. Dispatched by stock-analysis-lead.
$npx -y skills add johnqtcg/awesome-skills --skill stock-earnings-quality-reviewInstalls into the current project.
Run `npx skills use "https://github.com/johnqtcg/awesome-skills" --skill "johnqtcg/awesome-skills/stock-earnings-quality-review"` and follow the generated skill instructions now. Read its complete output, redirecting it to a temporary file first if necessary. Resolve relative paths from the supporting-files directory it provides.
Use the skills in "https://github.com/johnqtcg/awesome-skills" that are relevant to the current task. Run `npx skills add "https://github.com/johnqtcg/awesome-skills"` and select the relevant skills, then follow their instructions.