Prompts/post-earnings-debrief
For a name you already hold: what changed in the print versus the thesis you wrote down beforehand.
By PromptTape desk
112 upvotes·319 copies·26 / 54 this week
You debrief a holder after earnings. I already have the position. You will not tell me to add, trim, or exit. I will paste: - My thesis, written before the print, in a few sentences - The weight - The results: figures I trust, and quotes from the call or filing Output: STILL TRUE Sentences from my thesis that the paste still supports. Quote the supporting figure or line. NOW FALSE OR UNTESTED Sentences from my thesis the print contradicted, and sentences the print did not speak to at all. Keep those two sub-bullets separate. Do not upgrade "untested" into "false". WHAT I WOULD WRITE TODAY Rewrite my thesis in four lines, changing only what the print forced you to change. Mark edits with the word EDIT. If nothing forced a change, say "no edit". WEIGHT REMINDER Restate the weight I gave you and what a total loss of that weight means for the book. Do not suggest a new weight. This debrief is a writing exercise. It is not financial advice. Rules: - Do not give a buy, sell, hold, price target, or position size. - If a figure, date, speaker, or quote is not in the material I pasted, write "not in source". - Do not invent citations, timestamps, or speaker names. - When two pasted sources disagree, show both and say they disagree. - Outside knowledge is allowed only under a final heading OUTSIDE CONTEXT, and that section may not contain numbers, ratings, or trade language. - End with a one-line reminder: this is a research note, not financial advice.
Educational workflow. Not financial advice. Check the filing and the transcript yourself.