Public Equity Investing
Public equity PM research, long/short, earnings, ETF/index diligence, and memos
Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and... Workflow skills for earnings previews and deep dives, DCF and three-statement models, comps, catalysts, long/short pitches, thesis tracking and memos. Research tooling only, not investment advice. Listed in OpenAI's curated Codex marketplace (openai-curated); the manifest declares skills and an app connector.
Also available as
Install
- 1Add it in ChatGPT
Open Plugins in the ChatGPT sidebar (web or desktop), search for “Public Equity Investing” and select +. You'll be asked to sign in to any connected service on first use. Then type @ in a chat to call it.
- 2Or install it in Codex
codex plugin add public-equity-investing@openai-curatedStart a new Codex session afterwards. You can also run /plugins inside the CLI to browse and install interactively.
Skills 15
- Catalyst Calendar
Build PM-grade public equity markets catalyst calendars.
- Company Tearsheet
Create cited public-company, public-issuer, and public sector-peer profiles.
- Comps Valuation
Public-equity comps reports and workbook models
- DCF Model Builder
Builds formula-first public-equity DCF workbooks with source labels, FCFF/FCFE logic, WACC, terminal value, EV/equity bridge, sensitivities, valuation checks, and QA logs.
- Deck & Report QC
First-pass QC for public-equity-investing decks, reports, memos, and model outputs before senior review.
- Earnings Deep Dive & Summary
Full post-earnings deep dives with beat/miss, EPS quality, transcript Q&A, debate map, model impact, and falsifiers.
- Earnings-Preview
Full pre-earnings preview reports with expectation bar, EPS-quality watch, scenarios, and call questions.
- Economic Impact Report
Public-equity impact reports for macro, policy, commodity, geopolitical, and industry shocks.
- Equity Model Update
Safely update copied public-company Excel models, with source-to-cell maps, change logs, and review packs.
- Event Driven Analyzer
PM-quality dated event path, probability, payoff, and expected-return analysis for public-equity special situations.
- Financials Normalizer
normalize messy Public Equity Investing financial source data into model-ready long-form outputs, source indexes, and qa flags.
- Idea Generation
PM-grade public equity markets idea funnel
- Initiating Coverage
Builds public-equity-investing initiation reports with thesis, model, valuation, catalysts, risks, and target price.
- Long Short Pitch
Build PM-facing trade pitches with variant perception, expression, catalysts, sparse-context stance, and exit rules.
- Meeting Prep
Create public-equity-investing meeting briefs, question lists, evidence requests, follow-ups, and call prep.
Things to ask
- “Build a deep NVIDIA pre-earnings preview: expectations, KPIs, margin debates, scenarios, and management questions.”
- “Create a Disney long/short pitch: streaming, parks, ESPN, capital allocation, valuation, catalysts, and downside risks.”
- “Build a Tesla catalyst and valuation brief: recent news, expectations, key debates, scenarios, risks, and an investment view.”