Research Bundle

Research Bundle

Run a complete, structured research process for a single stock by systematically applying multiple InvestSkill analysis modules and synthesizing them into a unified investment thesis with a composite score.

Overview

/research-bundle is a meta-skill that orchestrates all other InvestSkill analysis modules in a defined sequence. Rather than running individual skills in isolation, this skill chains them together so that earlier-phase outputs inform later-phase assumptions. The result is a single, comprehensive investment thesis document with a composite score, clearly presented bull and bear cases, and actionable entry/exit strategy.

Use this skill when you need final due diligence before initiating or sizing a position, or when you want a structured, repeatable research process across multiple stocks.

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Research Process (Phases)

Phase 1: Business & Competitive Foundation

Establish the qualitative and quantitative foundation for the investment thesis before attempting valuation.

• Run: /competitor-analysis [TICKER] — Understand moat, competitive position, industry dynamics, Porter's Five Forces, and pricing power
• Run: /fundamental-analysis [TICKER] — Deep financial statement analysis covering income statement, balance sheet, cash flow, and business quality metrics
• Output: Business Quality Assessment (1–10 score)
  • Score reflects durability of competitive advantages, financial health, and consistency of returns

Phase 2: Valuation

Determine what the business is worth using both intrinsic and relative methods.

• Run: /dcf-valuation [TICKER] — Intrinsic value estimate using discounted cash flow modeling with three scenarios (Bull/Base/Bear)
• Run: /stock-eval [TICKER] — Relative valuation vs. peers using P/E, EV/EBITDA, P/S, P/FCF, and sector benchmarks
• Output: Valuation Assessment (premium/discount to intrinsic value %)
  • Combines DCF intrinsic value and relative valuation into a single price target range

Phase 3: Market Signals

Understand what sophisticated market participants are doing with the stock.

• Run: /insider-trading [TICKER] — Insider sentiment, transaction patterns, and Form 4 analysis
• Run: /institutional-ownership [TICKER] — Smart money positioning, 13F changes, concentration, and flow trends
• Run: /earnings-call-analysis [TICKER] — Management tone, guidance quality, language analysis, and forward signals
• Output: Market Signal Score (1–10)
  • High score = strong insider buying, institutional accumulation, and positive management tone

Phase 4: Technical Timing

Identify the current technical setup to optimize entry timing relative to the fundamental thesis.

• Run: /technical-analysis [TICKER] --chart — Entry timing, trend structure, support/resistance, volume patterns, and momentum indicators
• Output: Technical Setup Quality (Strong / Moderate / Weak)
  • Strong = price in uptrend, near support, momentum positive
  • Weak = downtrend, extended from support, negative momentum

Phase 5: Risk Assessment

Quantify downside risks and understand positioning pressure.

• Run: /short-interest [TICKER] — Short positioning, days-to-cover, short squeeze potential, and bearish thesis signals
• Optional: /options-analysis [TICKER] — Options market signals including implied volatility, put/call ratios, and options flow
• Output: Risk Profile (Low / Medium / High)
  • High short interest + high IV + concentrated bearish options flow = High risk profile

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Composite Scoring Framework

Research Bundle Score = Weighted Composite

Component                Weight    Sub-Score (0-10)
─────────────────────────────────────────────────────
Business Quality          25%      [score from competitor + fundamental]
Valuation                 25%      [score from DCF + stock-eval]
Market Signals            20%      [insider + institutional + earnings]
Technical Setup           15%      [technical analysis timing]
Risk Profile              15%      [short interest + options signals]
─────────────────────────────────────────────────────
COMPOSITE SCORE          100%      X.X / 10

Composite Interpretation:
8.0–10.0  → Strong Buy (all signals aligned)
6.5–7.9   → Buy (most signals positive)
5.0–6.4   → Hold/Watchlist (mixed signals)
3.5–4.9   → Underweight (mostly negative signals)
0.0–3.4   → Sell/Avoid (strong negative signals)

Sub-score derivation:

• Business Quality (0–10): Average of /competitor-analysis moat score and /fundamental-analysis financial strength score
• Valuation (0–10): 10 = deep discount to intrinsic value; 5 = at fair value; 0 = extremely overvalued
• Market Signals (0–10): Weighted average of insider, institutional, and earnings call scores
• Technical Setup (0–10): Qualitative conversion — Strong=8–10, Moderate=4–7, Weak=0–3
• Risk Profile (0–10): Inverse of risk — Low risk = high score (8–10), High risk = low score (0–3)

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Conflict Resolution

When signals conflict across skills, apply these rules:

• Fundamental overrides technical: Business quality and intrinsic value take precedence over short-term price action. A great business at fair value with weak technicals is still a good investment.
• Consensus overrides outlier: When 4 of 5 skills agree on direction, do not let the single outlier dominate the composite score. Document the outlier and its reasoning.
• Document all conflicts explicitly: Never hide conflicting signals. Present the full bull and bear case and explain how the weighting resolves the conflict.
• Flag unresolvable conflicts: When signals are deeply contradictory (e.g., strong fundamentals + extreme overvaluation + heavy insider selling), flag the position as "Conflicted — Monitor Only" and do not assign a composite buy/sell recommendation until resolution.

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Report Structure

The unified output produced by /research-bundle includes:

1. Investment Thesis (2–3 paragraphs): What does the company do, why is it a compelling or poor investment at this specific time, and what is the key insight driving the thesis?

2. Bull Case (3–5 specific, quantifiable reasons to buy with supporting evidence from the phase outputs)

3. Bear Case (3–5 specific risks with probability assessment and potential impact on intrinsic value)

4. Composite Score Card (visual table with all component scores, sub-score methodology, and interpretation)

5. Valuation Summary (intrinsic value per share, current price, margin of safety, upside/downside % for each scenario)

6. Entry Strategy (current technical setup description, ideal entry price range, recommended position sizing based on conviction level)

7. Exit Strategy (price targets for base/bull/bear case scenarios, stop loss level, time horizon for thesis to play out)

8. Monitoring Plan (what to watch quarterly — key metrics to track, events that would change the thesis, early warning signals for thesis degradation)

9. Standard Signal Output block

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Usage Modes

# Full bundle — runs all 5 phases sequentially
/research-bundle AAPL

# Partial bundle — skip specific phases
/research-bundle TSLA --skip technical
/research-bundle MSFT --skip options

# Quick bundle — condensed 1-page summary with composite score only
/research-bundle NVDA --quick

# Comparison mode — side-by-side analysis of multiple tickers
/research-bundle AAPL,MSFT,GOOGL --compare

# With visual output — optimized for /report-generator HTML export
/research-bundle AMZN --visual

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Visualization Support

When --visual flag is used, include chart data tables for report generation:

Composite Score Radar Chart

Chart Type: Radar/spider chart Data Table:

Component           Score (0-10)
Business Quality    [value]
Valuation           [value]
Market Signals      [value]
Technical Setup     [value]
Risk Profile        [value]

Phase Score Summary Bar Chart

Chart Type: Horizontal bar chart

Phase                    Score    Interpretation
Business Quality         [X.X]    [Excellent/Good/Fair/Weak]
Valuation                [X.X]    [Deep Value/Fair Value/Expensive]
Market Signals           [X.X]    [Bullish/Neutral/Bearish]
Technical Setup          [X.X]    [Strong/Moderate/Weak]
Risk Profile             [X.X]    [Low/Medium/High Risk]
─────────────────────────────────────────────────
Composite                [X.X]    [Strong Buy/Buy/Hold/Sell]

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Integration Notes

• Each phase feeds into the next: competitive position analysis informs DCF growth assumptions; valuation determines position sizing in the entry strategy
• Best used for final due diligence before position initiation, not for screening
• Revisit quarterly or after major news/earnings events using --quick mode to check thesis integrity
• Output is optimized for /report-generator for full HTML export with charts
• When comparing multiple tickers with --compare, the output produces a side-by-side composite score table ranked by total score

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Output

Provide a unified research bundle report with:

• Phase-by-phase analysis summaries
• Composite score card with all component scores
• Full investment thesis with bull and bear case
• Valuation summary with margin of safety
• Entry and exit strategy with price targets
• Monitoring plan with key metrics

Enhanced Output (with --visual flag)

• All standard sections above
• Radar chart data for composite score visualization
• Bar chart data for phase score summary
• Chart specifications for HTML report generation via /report-generator

Standard Signal Output

All analysis concludes with this standardized block:

╔══════════════════════════════════════════════╗
║              INVESTMENT SIGNAL               ║
╠══════════════════════════════════════════════╣
║ Signal:      BULLISH / NEUTRAL / BEARISH     ║
║ Confidence:  HIGH / MEDIUM / LOW             ║
║ Horizon:     SHORT / MEDIUM / LONG-TERM      ║
║ Score:       X.X / 10                        ║
╠══════════════════════════════════════════════╣
║ Action:      BUY / HOLD / SELL               ║
║ Conviction:  STRONG / MODERATE / WEAK        ║
╚══════════════════════════════════════════════╝

Score Guide: 8.0–10.0 Strongly Bullish | 6.0–7.9 Moderately Bullish | 4.0–5.9 Neutral | 2.0–3.9 Moderately Bearish | 0.0–1.9 Strongly Bearish Confidence: HIGH (strong data, clear signals) | MEDIUM (mixed signals) | LOW (limited data, conflicting signals) Horizon: SHORT-TERM (1 week–3 months) | MEDIUM-TERM (3 months–1 year) | LONG-TERM (1+ years)