27건 · 관련도순
Compare a listed company with relevant peers using valuation multiples, ratios linking price or company value to financial measures. Produce reports or editable workbooks covering peer selection, implied prices, data quality, and valuation assumptions.
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Comparable company analysis for A-share equities. Adapts the original comps-analysis skill for Chinese market data sources, A-share trading multiples, and domestic peer selection. Triggers on "A股可比公司", "可比分析", "comps China", "peer comparison A-share", "可比公司分析", or "trading comps [industry]".
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Comparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable analysis
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投行并购 (投行并购 / 交易撮合 (Investment Banking M&A / Dealmaking) — 面向并购顾问、企业融资、卖方/买方交易执行的职业认知操作系统，从业者(分析师 Analyst / 经理 Associate / 副总裁 VP / 董事 Director / 董事总经理 MD / 内部公司发展 Corp Dev / PE 投资人)、想入行者、以及服务这行(法律/会计/估值/咨询)的视角。覆盖: (a) 第一性张力 — 投行 M&A 的核心世界观分歧: **价格 vs 价值 (price 是市场愿意付的, value 是内在的, deal 在两者缝隙里成交) ⇄ 确定性 vs 最高价 (certainty of close 对卖方常胜过纸面最高报价) ⇄ 顾问/中介 vs 委托代理 (banker 是 agent, 客户利益 vs 成交费的激励冲突真实存在, 「banker 总想成交」是行业原罪批判)**; 更深层 — 「过程/竞价纪律 (controlled auction 制造竞争张力、信息不对称管理) ⇄ 关系/信任 (relationship banking、长期 coverage、reputational capital)」, 「叙事/包装 (the story, equity story, positioning) ⇄ 数字/尽调 (the numbers, diligence, quality of earnings)」, 「估值的科学外衣 (DCF/comps 的伪精确) ⇄ 谈判的真实定价 (价格由 leverage、竞争、时机决定)」; (b) 估值与分析正典 (最标准化、最易蒸出高质量+CLI 化) — DCF (折现现金流: FCF 预测/WACC 折现率/terminal value 终值/Gordon growth vs exit multiple), Comparable Companies (可比公司/trading comps: EV/EBITDA, EV/Revenue, P/E), Precedent Transactions (先例交易/deal comps: control premium 控制权溢价), LBO (杠杆收购模型: IRR/MOIC/debt schedule/sources & uses), Accretion/Dilution (增厚/摊薄分析: EPS 影响、pro forma), Sum-of-the-Parts (分部估值/SOTP), Football Field (估值区间图), Merger Model (合并模型: synergies 协同/purchase accounting/goodwill), Sensitivity/scenario; (c) 交易流程与产出物 — 卖方流程 (sell-side: teaser 简介 → NDA → CIM/IM 信息备忘录 → management presentation → IOI 意向函 → data room 数据室 → LOI/term sheet → confirmatory diligence → SPA 买卖协议 → signing → closing), 买方流程 (buy-side: thesis/sourcing → outreach → valuation → bid → exclusivity → diligence → financing → close), auction 类型 (broad/targeted/negotiated/preemptive bid); 产出物: pitchbook 推介材料、CIM、fairness opinion 公平意见、board presentation、fee letter、engagement letter; (d) 交易结构与条款 — consideration (cash/stock/mix/earnout 对赌)、deal protections (breakup fee 分手费/go-shop/no-shop/MAC 重大不利变化条款)、representations & warranties 陈述与保证、escrow 托管、working capital adjustment 营运资金调整、reverse termination fee、collar 价格区间、tender offer vs merger、hostile vs friendly、defensive tactics (poison pill 毒丸/white knight 白衣骑士/staggered board); (e) 行业结构与角色 — bulge bracket (高盛/摩根士丹利/JPM/BofA/花旗) vs elite boutique (Centerview/Evercore/Moelis/Lazard/PJT/Perella) vs middle market (Houlihan Lokey/William Blair/Harris Williams) vs regional/independent; analyst→associate→VP→director→MD 晋升金字塔; coverage (行业组) vs product (M&A/ECM/DCM/leveraged finance/restructuring); sponsors group (服务 PE); 买方包括 PE/strategic acquirer/corp dev; (f) 量化指标与节奏 — deal fee (success fee 业内通常约 1-2% 视规模递减/retainer/Lehman formula)、league table 排行榜、pitch→mandate 转化、deal velocity、hours culture (analyst 80-100h/week 文化批判)、bonus/comp 结构、deal sheet (简历上的成交清单); (g) 争议/批判 — fairness opinion 是否橡皮图章 (利益冲突: 出意见的 banker 也收成交费)、estimate 的伪精确 (DCF garbage in garbage out、假设驱动结论)、banker 永远建议成交 (deal 偏见、empire building 助推 CEO 自利并购)、协同效应系统性高估 (大量并购毁灭价值、winner's curse 赢家诅咒)、analyst 血汗工厂文化 (2021 高盛 13 人 deck 事件、过劳死争议)、advisory 价值 vs 中介寻租之争、bulge vs boutique 的利益独立性叙事 (boutique 标榜「无承销利益冲突」)、SPAC 泡沫与 de-SPAC 教训; (h) 流派/思想谱系 — 估值学派 (Aswath Damodaran 估值教父/纽大、Tim Koller McKinsey《Valuation》、McKinsey valuation 体系) vs 公司金融教科书派 (Rosenbaum & Pearl《Investment Banking》行业圣经、Brealey Myers Allen、CFI/WSP/BIWS 培训体系) vs 交易实战派 (Bruce Wasserstein《Big Deal》、Joseph Perella/Felix Rohatyn 老派 dealmaker、现代 boutique 创始人) vs 行为/批判派 (并购毁灭价值的学术证据、Damodaran 对协同/控制权溢价的批判、Matt Levine《Money Stuff》解构华尔街逻辑) vs PE/buy-side 视角 (LBO 数学、value creation 杠杆/运营/multiple expansion)。不含: 二级市场股票交易/卖方研究 (equity research)、零售财富管理/private banking、纯 ECM/IPO 承销执行 (虽相关但聚焦 M&A advisory)、纯 PE 投后运营、量化交易/对冲基金策略、纯公司财务报表会计。) Master OS — automated mastery of 投行并购 / 交易撮合 (Investment Banking M&A / Dealmaking) — 面向并购顾问、企业融资、卖方/买方交易执行的职业认知操作系统，从业者(分析师 Analyst / 经理 Associate / 副总裁 VP / 董事 Director / 董事总经理 MD / 内部公司发展 Corp Dev / PE 投资人)、想入行者、以及服务这行(法律/会计/估值/咨询)的视角。覆盖: (a) 第一性张力 — 投行 M&A 的核心世界观分歧: **价格 vs 价值 (price 是市场愿意付的, value 是内在的, deal 在两者缝隙里成交) ⇄ 确定性 vs 最高价 (certainty of close 对卖方常胜过纸面最高报价) ⇄ 顾问/中介 vs 委托代理 (banker 是 agent, 客户利益 vs 成交费的激励冲突真实存在, 「banker 总想成交」是行业原罪批判)**; 更深层 — 「过程/竞价纪律 (controlled auction 制造竞争张力、信息不对称管理) ⇄ 关系/信任 (rela
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Build comparable company analysis in Excel — operating metrics, valuation multiples, statistical benchmarking vs peer sets. Pairs with excel-author. Use for public-company valuation, IPO pricing, sector benchmarking, or outlier detection.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Build an Excel workbook comparing similar companies by revenue, margins, and valuation multiples, which relate company value to sales or earnings. Include formulas, medians, quartiles, and documented sources to support investment or acquisition analysis.
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Generate website design references as separate horizontal images for each section. Keep a consistent palette while varying layouts, spacing, imagery, and calls to action, giving developers or coding agents concrete visual references for implementation.
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Generate separate horizontal design reference images for each section of a landing page or marketing website. It coordinates colors, typography, imagery, spacing, and action buttons while varying layouts to give developers a concrete visual guide.
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Update figures throughout an existing presentation while preserving its formatting. Find equivalent values across text, tables, and chart data, present a change list for approval, and flag related growth rates or percentages that may need recalculation.
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Build an Excel comparison of public companies using financial performance, valuation ratios, and statistical benchmarks. The spreadsheet includes formulas, source notes, medians, and quartiles to show how each company compares with its peers.
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eBay sold-listings scraper across 8 marketplaces (ebay.com/.co.uk/.de/.fr/.it/.es/.ca/.com.au). Takes keyword plus filters (category, price range, item condition, item location, sort order, completed toggle) and returns paginated real-sale records with itemId, url, title, condition, conditionId, endedAt, soldPrice, soldCurrency, listingType (best_offer_accepted / buy_it_now / auction), isBestOfferAccepted, buyingFormat, bidCount, shipping, totalPrice, thumbnails, seller info, sellerType. Use when user mentions ebay sold, ebay sold listings, ebay sold prices, ebay completed listings, ebay comps, ebay resale prices, ebay auction sold results, ebay best offer accepted, scrape ebay sold, ebay market research, ebay pricing intelligence, ebay flipping research, real sold prices ebay, get sold prices from ebay. Also applies to price benchmarking, sold-price analytics, resale valuation, cross-marketplace price arbitrage, appraisal for collectibles, brand demand tracking on ebay.
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Collects real financial data for any US publicly traded company from free public sources (yfinance) and outputs structured JSON for downstream skills (DCF modeling, comps analysis, earnings review): market data, historical financials, WACC inputs, analyst estimates — never fabricated fallback values. Use to collect or pull financial/market data, or gather DCF inputs, for a ticker.
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When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow, big-purchase decisions, savings/investment what-ifs for a household. Ships with a house scenario template; other scenarios (refi, car, education, retirement, side income) slot in as templates. Outputs markdown scenario comparison tables. Saves scenarios to ~/Documents/personal-cfo/ with an index in ~/.config/makerskills/personal-cfo/archive/. Composes with decide, deep-research (rental comps, rates), business-brainstorm, second-brain. Triggers on "/personal-cfo," "model this scenario," "house math," "rental forecast," "monthly cash flow," "what if I rent out the ADU," "compare these housing scenarios," "should we buy this house," "house-hack math," "renovation budget."
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Comparable company analysis for A-share stocks. Uses AkShare MCP to build peer groups, pull financial data, compute valuation multiples (PE, PB, PS), and assess relative value within a Chinese industry sector.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Elite frontend image-direction skill for generating premium, conversion-aware website design references. CRITICAL OUTPUT RULE — generate ONE separate horizontal image FOR EVERY section. A landing page with 8 sections produces 8 images. Never compress multiple sections into one image. Enforces composition variety (not always left-text / right-image), background-image freedom, varied CTAs, varied hero scales (giant / mid / mini minimalist), narrative concept spine, second-read moments, and a single consistent palette across all images. Optimized for landing pages, marketing sites, and product comps that developers or coding models can accurately recreate.
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Pulls financial statement numbers for US public companies straight from SEC EDGAR's free official XBRL APIs (companyfacts, companyconcept, frames, submissions) into a cited table. Every value carries its accession number, form, fiscal period, filed date, XBRL tag and a link to the filing, and the tool handles fiscal-year ends, quarterly vs YTD vs TTM, derived Q4, restatements and units. Use this whenever the user wants 10-K numbers or 10-Q numbers, says "pull financials for", asks for public company revenue, net income, EPS, cash, debt or capex, wants comps or a competitor side-by-side, a credit check, prospect research, or model inputs, or mentions SEC filings or EDGAR, even if they never say XBRL. Free and primary-source, no paid data terminal needed. Do not use it for private companies, stock prices or valuation multiples.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models
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Finds and analyzes 5-10 comparable recent sales to estimate fair market value, calculate price adjustments, and score the property's value proposition
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Evaluates fairness opinion methodologies across DCF, trading comps, and precedent transactions for board-level decisions. Use when reviewing fairness opinions, preparing board materials, or analyzing transaction fairness.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Elite frontend image-direction skill for generating premium, conversion-aware website design references. CRITICAL OUTPUT RULE — generate ONE separate horizontal image FOR EVERY section. A landing page with 8 sections produces 8 images. Never compress multiple sections into one image. Enforces composition variety (not always left-text / right-image), background-image freedom, varied CTAs, varied hero scales (giant / mid / mini minimalist), narrative concept spine, second-read moments, and a single consistent palette across all images. Optimized for landing pages, marketing sites, and product comps that developers or coding models can accurately recreate.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Build comparable-company valuation workbooks in Excel.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Elite frontend image-direction skill for generating premium, conversion-aware website design references. CRITICAL OUTPUT RULE — generate ONE separate horizontal image FOR EVERY section. A landing page with 8 sections produces 8 images. Never compress multiple sections into one image. Enforces composition variety (not always left-text / right-image), background-image freedom, varied CTAs, varied hero scales (giant / mid / mini minimalist), narrative concept spine, second-read moments, and a single consistent palette across all images. Optimized for landing pages, marketing sites, and product comps that developers or coding models can accurately recreate.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
投行 strategic-alternatives pitch book — trading comps / precedent transactions / valuation football field / DCF sensitivity / 战略选项矩阵 / 流程建议。改写 assets/template.html 保留 IB-specific chrome / disclosure bands / source labels。用于 Board / sell-side 讨论材料。**不是** VC 融资 deck。工作流改自 Anthropic financial-services Pitch Agent (Apache-2.0)。
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
Elite frontend image-direction skill for generating premium, conversion-aware website design references. CRITICAL OUTPUT RULE — generate ONE separate horizontal image FOR EVERY section. A landing page with 8 sections produces 8 images. Never compress multiple sections into one image. Enforces composition variety (not always left-text / right-image), background-image freedom, varied CTAs, varied hero scales (giant / mid / mini minimalist), narrative concept spine, second-read moments, and a single consistent palette across all images. Optimized for landing pages, marketing sites, and product comps that developers or coding models can accurately recreate.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.