LONG/SHORT EQUITY THESIS

Download the data files below and upload to Copilot Chat before running this prompt.

Prompt

Write a professional long/short equity thesis for [COMPANY NAME] using the uploaded portfolio and earnings data.

Your position: [LONG / SHORT]
Conviction level: [HIGH / MEDIUM / LOW]
Time horizon: [3 MONTHS / 6 MONTHS / 12+ MONTHS]
Catalysts expected: [LIST KNOWN UPCOMING EVENTS]

**THESIS STRUCTURE**

1. **The One-Sentence Thesis** — What is the core bet? Be specific, not vague.

2. **Business Quality Assessment** (for longs) or **Deterioration Evidence** (for shorts):
   - Competitive moat analysis
   - Management quality signals from earnings history
   - Capital allocation track record

3. **Variant Perception** — What does the market believe that I think is wrong? Why do I have edge?

4. **Financial Analysis**
   - Earnings quality: are reported earnings high or low quality?
   - Balance sheet health: leverage, liquidity, off-balance sheet items
   - FCF vs. reported earnings: any divergence?
   - Earnings trend from uploaded data

5. **Valuation** — How is this stock priced vs. intrinsic value and vs. peers?

6. **Catalysts** — What events will cause the market to reprice this stock to your target?

7. **Risk Management**
   - The 3 things that would prove my thesis wrong
   - Stop-loss level and rationale
   - Position sizing recommendation

8. **Price Target** — Bull/Base/Bear with timeframe.