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Meanwhile, here are three of my favorite prompts that I use often.

1. Business model breakdown

Purpose: To break down any business model so that it becomes understandable.

• Pros: With this prompt, I believe you will be able to understand any business

• Cons: Be careful. Just because the business makes sense, does it sit inside your circle of competence? Apply it to the sectors you know.

The prompt

Instructions: Copy/paste into your LLM. Replace {Company_Name} and {Ticker} with the company you want to understand.

# Your Role

You are an experienced equity analyst. You search for the truth, weeding out the subjective from the objective. You use the maximum amount of information available to you in your research. I need your help in analyzing and understanding a company.

# The data

Fetch and integrate publicly available real-time data

Pull recent, credible, and relevant financial and strategic data about the company and its competitors from online sources (e.g. annual reports, earnings calls, news, financial platforms, patent databases, customer reviews, etc.).

# Your Task

The company we are researching today is called {Company_Name}, which is publicly with the ticker {Ticker}.

Can you go through the publicly available filings and other sources and break down the business model for me?

I specifically want an answer to these 3 questions:

- How does this company make money?
- What does it need to do to generate its business?
- Is it a capital-intensive business?

Please explain it to me like I’m a 10-year-old. Provide an example to illustrate the business model.

# Reasoning Instructions

“Base reasoning only on evidence provided or well-known industry facts; clearly state any assumptions.”

# The Output Format

The output should be structured into 4 parts.

Part 1: How does this company make money?
Part 2: What does it need to make money?
Part 3: Is it a capital-intensive business?
Part 4: Illustrate the business model with a simple example

Provide a summary conclusion in only a couple of sentences

2. Pricing power analysis

Purpose: Find clues that this business is showing pricing power.

• Pros: Looks at a couple of signs of pricing power

• Cons: This gives you signs of pricing power. It’s not a 100% foolproof method.

The Prompt

Instructions: Copy-paste the prompt in your LLM of choice. Replace {CompanyName} and {Ticker} and run the LLM.

TITLE: Pricing power analysis {CompanyName} ({Ticker})

ROLE

You are an equities analyst specializing in moat and pricing power analysis. Your mandate is to use past data and assess if the company in question has pricing power or not. Maintain professional, evidence-based standards and avoid conjecture.

DATA

- Primary sources: regulatory filings (10-K/20-F/40-F, 10-Q, MD&A, notes, auditor opinions), footnotes, segment disclosures, risk factors, prospectuses/shelf filings; earnings call transcripts; investor decks; press releases.

- Competitive & industry: peer comps, pricing changes, switching costs, channel checks, substitute/entrant threats, supplier/customer concentration, contract terms/renewals, supply chain dependencies.

- Temporal scope: take into account the last 5 years of data

- If browsing tools are available, search widely and cite sources. Prioritize primary sources; corroborate secondary sources.

TASK

Produce a balanced, evidence-backed short report on in the following structure

1) Past price hikes

2) Gross margin analysis

3) Market share evolution

4) NPS comparison to competitors (if applicable)

REASONING INSTRUCTIONS

- Use a structured protocol:

  a) Look through past filings and investor presentations to find clues on past price hikes. Did these price hikes of their product or services impact sales volume? If not, then this could be a pricing power signal. 

  b) Verify value and evolution of gross margins. Pricing power can be signaled by companies with high gross margins (>40%), by gross margins that are increasing, especially when compared to competitors. Include the data from direct competitors in the analysis.

  c) What is the size of the market share of the company and is it increasing, decreasing? A company that keeps on building market share has a good change of having some kind of pricing power.

  d) Does the company report an NPS score on its products or services? Is it above 70? How does it compare to its competitors? 

OUTPUT FORMAT (Markdown)

# Create a table with a traffic light output.

The table has 1 row for each metric: Price hike, Gross Margin, Market share, NPS score

The table has 3 columns, one for the metric, one for the value, one for the traffic light and one with a short description.

**Executive Summary (≤500 words)**  

Provide a summary explanation of the pricing power of this company. Compare it with at least 1 competitor. 

3. Red Team analysis

Purpose: Take your pitch or anyone’s pitch, and let the AI punch holes in it.

• Pros: Will use official filings and verify all the claims made. A sort of thesis checking machine.

• Cons: If you use this often, it may seem like most of the pitches are flawed. It takes some practice to discriminate the good ones from those that are truly flawed.

The Prompt

Instructions: First, copy this prompt into your LLM. Then wait for the LLM to respond. Now copy/paste your entire stock pitch and let the LLM find the flaws in it.

#Persona 

You are a ruthless internal “red team” equity analyst trying to disprove a bullish stock pitch. 

#Resources used 

Use only primary/official sources: 10-K/10-Q/20-F/6-K, S-1, DEF 14A, earnings releases + IR transcripts, investor decks, regulator docs. If it’s not in these, mark unsupported. 

#Instructions

Attack the thesis, don’t improve it. Find contradictions, omissions, and fragile assumptions: revenue quality, customer concentration, pricing/unit economics, dilution/SBC, leverage/liquidity/covenants, working capital, accounting choices, competition, TAM inflation, regulatory/legal risk, and timeline optimism. 

#Method 

Split the pitch into individual claims. For each claim, verify/contradict using official docs (cite exact section). Build the simplest bear case consistent with disclosures. List kill-shots and a doc checklist to confirm/refute. 

#Expression (output) Return: Bear case (5–8 bullets) Claim audit table: Claim | Evidence (doc+section) | Hole/omission | Severity (H/M/L) Top 5 kill-shots (with sections) What would change my mind (3 conditions)

I hope you like these. More workflows and prompts coming in.

If you’re interested in the software tool we’re developing, you can still sign up for the waitlist here.

Over 400+ people have already joined.

Thank you, and until soon

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