「earnings」の検索結果

企業買収が一株当たり利益に与える影響をExcelで試算するスキル。買収価格、資金調達、相乗効果の前提を整理し、条件別の比較表と説明用の要約を作成します。

• 買収による一株当たり利益の試算
• 現金・株式の支払い条件の比較
• 買収価格と相乗効果の条件別比較

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".

日本語の概要は準備中です。原文の説明を表示しています。

Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.

日本語の概要は準備中です。原文の説明を表示しています。

Refresh the repo's captured learnings against the current codebase. Use when auditing stale, overlapping, superseded, or drifted learnings; avoid general refactor, debugging, or code review unless the learnings store is explicit.

日本語の概要は準備中です。原文の説明を表示しています。

Transform session learnings into permanent capabilities (skills, rules, agents). Use when asked to "improve setup", "learn from sessions", "compound learnings", or "what patterns should become skills".

日本語の概要は準備中です。原文の説明を表示しています。

Manage project learnings — small, atomic, validated patterns that the agent should remember across all skills and sessions. Different from /money-save (which captures full session state); learnings are individual insights that get auto-loaded into every other money-* skill's context. Use when the user has just discovered something worth remembering — a customer pattern, a pricing insight, a channel that works, a failure mode. Triggered by: 'remember this', 'log a learning', 'this is a pattern', 'show learnings', 'what have we learned', '记住这个', '存入经验', '查看经验库'.

日本語の概要は準備中です。原文の説明を表示しています。

Transform session learnings into permanent capabilities (skills, rules, agents). Use when asked to "improve setup", "learn from sessions", "compound learnings", or "what patterns should become skills".

日本語の概要は準備中です。原文の説明を表示しています。

Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.

日本語の概要は準備中です。原文の説明を表示しています。

用户需要看穿会计数字，理解一个企业或投资组合的真实经济收益。特别适用于评估盈利质量、资本支出真实性、EBITDA误导。 语言信号:"这家公司利润很高"/"EBITDA是多少"/"折旧算不算成本"/"自由现金流和利润为什么不一样" 不适用于:不需要财务分析的纯定性决策。

日本語の概要は準備中です。原文の説明を表示しています。

Verify, customize, or opt out of moflo's AUTOMATIC durable-learning sharing across git worktrees / Conductor workspaces on one machine. As of the worktree-auto-sharing change this is on by default — learnings converge across a repo's worktrees with no setup. Use when the user asks "is memory shared across my worktrees?", "where are my worktree learnings stored?", "turn off worktree memory sharing", "share learnings across my separate clones", or "point my worktrees at a custom store". For a team or cross-machine (git-tracked) sharing, use /memory-team instead.

日本語の概要は準備中です。原文の説明を表示しています。

Guided setup for sharing moflo's durable learnings through a git-tracked JSONL artifact — for a whole TEAM on one repo, OR for one person across several MACHINES (a team of one). Use when the user says "share learnings with my team", "commit our moflo memory", "sync memory across my laptop and desktop", "set up memory.team_artifact", or "auto-export learnings on every PR". Installs a pre-commit hook so the artifact rides along in every commit. For many worktrees on ONE machine, use /memory-worktree instead.

日本語の概要は準備中です。原文の説明を表示しています。

Audit and maintain the learnings in `docs/solutions/` against the current codebase — fix drifted paths and links, merge overlapping docs, replace guidance the code no longer supports, delete obsolete docs, reconcile the `CONCEPTS.md` glossary, then report and commit. Also bootstraps `CONCEPTS.md` on request and, when asked, culls docs whose reasoning the code already explains. Use for "refresh the learnings", "audit docs/solutions", "are our solution docs still accurate", "clean up / prune the learnings", "create a CONCEPTS.md", or after a refactor, rename, migration, or dependency upgrade that likely invalidated documented solutions. Not for capturing a new learning — use `learn-with-docs`.

日本語の概要は準備中です。原文の説明を表示しています。

Pull an earnings call (or investor-event) transcript from Quartr (FMP fallback), extract qualitative signal (management commentary deltas, hedging shifts, Q&A tone), and produce a thesis-delta-first Research note. Use when user says "transcript", "pull earnings call", "transcript diff", or "ingest [TICKER] earnings".

日本語の概要は準備中です。原文の説明を表示しています。

Pull an earnings call transcript from Financial Modeling Prep, extract qualitative signal (management commentary deltas, hedging shifts, Q&A tone), and produce a thesis-delta-first Research note. Use when user says "transcript", "pull earnings call", "transcript diff", or "ingest [TICKER] earnings".

日本語の概要は準備中です。原文の説明を表示しています。

Query Ondo tokenized US stock data on Binance Web3. Covers: supported stock token list, RWA metadata (company info, attestation reports), market and per-asset trading status (with corporate action codes for earnings, dividends, splits), real-time on-chain data (token price, holders, circulating supply, market cap), US stock fundamentals (P/E, dividend yield, 52-week range), and token K-Line/candlestick charts. Use this skill when users ask about: - Tokenized stock price, holders, or on-chain data for specific tickers - Whether a stock token is tradable, paused, or halted - Ondo RWA token list or which US stocks are available on-chain - Corporate actions affecting a token (dividends, stock splits, earnings halt) - Stock token K-Line or candlestick chart data - Comparing on-chain token price vs US stock price NOT for general crypto tokens (BTC, ETH, SOL, etc.) — use query-token-info for those.

日本語の概要は準備中です。原文の説明を表示しています。

Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".

日本語の概要は準備中です。原文の説明を表示しています。

Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.

日本語の概要は準備中です。原文の説明を表示しています。

Buy-side discipline system. For each holding, maintain a written investment thesis — core thesis in 5 sentences, falsifiable assumptions, red lines, valuation anchors — and re-check it each quarter against new earnings/events. Scores thesis health 1-10 from assumption breakage and red-line triggers, and recommends hold / add / trim / exit. Use it right after buying a stock (to write the thesis) and every earnings season (to check it). Bridges the research→buy→monitor gap that most investors skip.

日本語の概要は準備中です。原文の説明を表示しています。

Write a publication-grade 8-part deep-dive series on a single company (~120k words total): cognitive reset / moat / profit engine / hidden assets / era variable (e.g. AI) / financials Buffett-style / management / valuation+redlines. The core IP is NOT writing but REVISING — a strict fact-check checklist catches pseudo-precision (probability-weighted expectations, third-party MAU discrepancies, linear extrapolation), absolute language, and cross-article number inconsistencies that most finance long-forms violate. Each piece stands alone but shares one valuation/management/price framework. Use when the user wants textbook-level depth on one company for public publishing (a single research report or earnings note is NOT this — use investment-research / earnings-review instead).

日本語の概要は準備中です。原文の説明を表示しています。

AI Berkshire skill: 财报精读团队：四大师并行解读 + 公众号发布. Source: skills/earnings-team.md.

日本語の概要は準備中です。原文の説明を表示しています。

AI Berkshire skill: 财报精读：一手资料深度解读. Source: skills/earnings-review.md.

日本語の概要は準備中です。原文の説明を表示しています。

Route Public Equity Investing workflows for listed-company and public-security research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, position sizing, hedging, dashboards, and investment memos. Use when the user is evaluating a public company, ticker, sector, portfolio position, event, earnings setup, or investment thesis through an investor lens, including what is priced in, what is mispriced, what proves or kills the thesis, and what to watch next. Do not use for private-company diligence, credit-first analysis, personal financial advice, generic company summaries, or generic document drafting with no public-equity investment context.

日本語の概要は準備中です。原文の説明を表示しています。

Use when preparing full pre-earnings preview reports with executive summary, expectation bar, guidance credibility, KPI dashboard, scenarios, and call questions. Do not use after results or for short summaries unless the user explicitly asks for a summary/short version.

日本語の概要は準備中です。原文の説明を表示しています。

Use when analyzing public-company earnings after results, guidance, transcript, or call commentary. Do not use for pre-print previews.

日本語の概要は準備中です。原文の説明を表示しています。