sk Skill · johnqtcg
stock-industry-review
Review a US-listed company's industry position and competitive moat for an equity-research workup. Covers Porter Five Forces scan, market-share trend (absolute and relative to industry growth), TAM size and trajectory, unit economics where disclosed (LTV/CAC, unit gross margin), moat classification (network / brand / scale-cost / switching-cost / patent / regulatory / proprietary-data), substitute threats,…
Open on skills.sh ↗read 2026-09-16
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findings-jsonbashPython
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