This is a comprehensive framework for analyzing tech company earnings reports like you're running your own investment firm. It walks you through 16 analysis modules covering everything from revenue quality and cash flow to competitive positioning and management credibility, then filters the findings through six different investment philosophies (growth, value, quality, etc.) to stress test your thesis. The standout feature is the "key forces" approach: instead of mechanically grinding through every checklist item, you identify the 1-3 decisive factors that will actually move the stock over 3-5 years, then allocate your analysis time accordingly. It pushes you toward primary sources (SEC filings, Glassdoor reviews, customer feedback) rather than recycled analyst summaries, and ends with actionable position sizing decisions, not vague bull/bear calls. Heavy but thorough if you're seriously evaluating a tech position.
npx skills add https://github.com/star23/day1global-skills --skill tech-earnings-deepdive