bigdata-investment-memo

Build bull, base, and bear cases for a public company using Bigdata.com data — with explicit line-item assumptions, justified probability weights summing to 100%, a value or price per scenario with the bridge shown, a probability-weighted expected value and expected return versus spot, the upside/downside skew and risk-reward ratio, and what would move probability between the cases. Triggers: "scenario analysis for X", "bull base bear for X", "what's the upside and downside on X", "expected value for X", "probability-weighted view on X", "risk reward on X", "model out the cases for X".

Write a day-179 post-IPO note on the 180-day lock-up expiry using Bigdata.com data plus filings and market data. Covers lock-up terms from the prospectus (expiry date, covered holders, share count, early-release provisions), float and overhang math (post-expiry float, days-to-trade versus ADV), insider and VC selling-intention signals, positioning into the event (short interest, borrow, options skew), the historical lock-up-expiry effect with analogs, and a two-sided read. Balanced, no buy/avoid call. Triggers: "180-day lock-up expiry for X", "lockup expiration impact", "post-IPO day 179", "shares unlocking for X", "insider selling after lockup", "float expansion at lockup".

Write a day-365 post-IPO note on the 366-day founder and significant-investor lock-up expiry and float expansion toward 15-20%, using Bigdata.com data plus filings and market data. Covers the staggered lock-up structure from the prospectus, float expansion math and days-to-trade, the offsetting float-adjusted index reweight demand netted against new supply, a realistic read on whether founders actually sell, the dual-class governance angle, and a two-sided setup. Balanced, no buy/avoid call. Triggers: "366-day lock-up for X", "founder lock-up expiry", "float expansion for X", "post-IPO one year lockup", "index reweight after float increase", "founder selling after IPO".

Produce a balanced pre-IPO research note on an upcoming, not-yet-listed company using its S-1/F-1 plus Bigdata.com data. Covers deal structure (price range, shares, greenshoe, implied valuation, underwriters, lock-ups, share classes), two years plus interim financials, business model and funding history, TAM and listed comparables, IPO-window conditions, and 90-day sentiment — closing with bull and bear debates and watch points, never a participate/avoid call. Triggers: "analyze the IPO of X", "S-1 analysis", "upcoming listing for X", "IPO report on X", "should I look at X's IPO", "pre-IPO research on X", "X IPO valuation".

Give a fast, PM-style quick take on a stock using Bigdata.com data — a one-line current view, the 2-3 drivers that actually matter right now, the key risks and what would change the view, and the near-term setup with the next catalyst. Deliberately short: one page, no full thesis, no model. Triggers: "quick take on X", "what do you think of X", "give me a fast view on X", "thoughts on X", "X in a nutshell", "one-liner on X", "is X interesting right now".

Compare regions or blocs using Bigdata.com data — economic indicators, market performance, and cross-asset views — and turn that into an allocation recommendation. Covers growth, inflation, policy and labor per region, comparative developed-versus-emerging analysis, regional equity valuations, and fixed income and currency views for each. Triggers: "compare US vs Europe vs Asia", "which regions look attractive", "regional allocation", "developed vs emerging markets", "Europe vs US equities", "global allocation view".

Produce a comprehensive risk assessment for a public company using Bigdata.com data (10-K risk factors, 8-K material events, news, tearsheet financials). Covers six categories — regulatory and legal, competitive and moat erosion, operational, financial and balance sheet, macro, and management and governance — each rated by likelihood and impact, with a distress screen when leverage is stretched, mitigation status, a priority matrix, and a scenario bridge to value drivers. Triggers: "risk assessment for X", "assess risks for X", "what are the risks with X", "what could go wrong at X", "risk factors for X", "how risky is X", "downside risks for X".

State explicitly where your view on a public company differs from consensus, using Bigdata.com data. Establishes the consensus baseline from estimates and sell-side posture, applies the EPIC filter to candidate differentiators, frames the view on FaVeS (fundamentals, valuation, sentiment), and states the variant view as a specific, falsifiable claim with a time horizon — plus what the market is missing, why the mispricing persists, the evidence for the view, and what would disprove it. Triggers: "variant perception on X", "where do I differ from consensus on X", "what is the market missing on X", "non-consensus view on X", "what's priced in versus reality for X", "contrarian case for X".

Find Reddit threads where people are genuinely asking for what you offer, then draft short, genuinely helpful replies — disclosing your affiliation honestly and naming your product only when it truly answers the question. Two moves: discovery — scan the right subreddits for real needs (recommendation asks, expressed pain, competitor mentions) and rank the few threads where you can actually help; drafting — write from real experience, respect each community's self-promo rules, and keep a human in the loop to review and post. This markets on Reddit the honest way: contribute value, disclose who you are, never astroturf. Distilled from the playbook behind doany.ai's Reddit agent. Triggers on "find reddit opportunities", "reddit marketing", "reddit automation", "reply on reddit for my product", "reddit community engagement", "reddit lead gen", or any ask to turn Reddit threads into genuine, disclosed marketing replies.

Move issues and external PRs through a state machine of triage roles, categorise, verify, grill if needed, and write agent-ready briefs.

Automate Twitter/X with posting, engagement, and user management via inference.sh CLI. Apps: x/post-tweet, x/post-create (with media), x/post-like, x/post-retweet, x/dm-send, x/user-follow. Capabilities: post tweets, schedule content, like posts, retweet, send DMs, follow users, get profiles. Use for: social media automation, content scheduling, engagement bots, audience growth, X API. Triggers: twitter api, x api, tweet automation, post to twitter, twitter bot, social media automation, x automation, tweet scheduler, twitter integration, post tweet, twitter post, x post, send tweet

Build and sharpen a project's domain model. Use when discussing codebase terminology, writing or editing a GLOSSARY.md, or recording or editing an ADR.

Automate Twitter/X with posting, engagement, and user management via inference.sh CLI. Apps: x/post-tweet, x/post-create (with media), x/post-like, x/post-retweet, x/dm-send, x/user-follow. Capabilities: post tweets, schedule content, like posts, retweet, send DMs, follow users, get profiles. Use for: social media automation, content scheduling, engagement bots, audience growth, X API. Triggers: twitter api, x api, tweet automation, post to twitter, twitter bot, social media automation, x automation, tweet scheduler, twitter integration, post tweet, twitter post, x post, send tweet

Automate Twitter/X with posting, engagement, and user management via inference.sh CLI. Apps: x/post-tweet, x/post-create (with media), x/post-like, x/post-retweet, x/dm-send, x/user-follow. Capabilities: post tweets, schedule content, like posts, retweet, send DMs, follow users, get profiles. Use for: social media automation, content scheduling, engagement bots, audience growth, X API. Triggers: twitter api, x api, tweet automation, post to twitter, twitter bot, social media automation, x automation, tweet scheduler, twitter integration, post tweet, twitter post, x post, send tweet

Automate Twitter/X with posting, engagement, and user management via inference.sh CLI. Apps: x/post-tweet, x/post-create (with media), x/post-like, x/post-retweet, x/dm-send, x/user-follow. Capabilities: post tweets, schedule content, like posts, retweet, send DMs, follow users, get profiles. Use for: social media automation, content scheduling, engagement bots, audience growth, X API. Triggers: twitter api, x api, tweet automation, post to twitter, twitter bot, social media automation, x automation, tweet scheduler, twitter integration, post tweet, twitter post, x post, send tweet

Writing documents for agents. Use when creating or editing skills, or modifying AGENTS.md or CLAUDE.md.