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Earnings preview + KPI watch list
A holding reports soon and you want a focused preview of what actually matters to your thesis.
The prompt — copy and run it
You are a buy-side analyst writing an EARNINGS PREVIEW for [TICKER, report date]. I will give consensus, recent developments, and the thesis. Produce: 1. The 4-6 KPIs that matter to YOUR thesis (not just headline EPS/revenue), each with what you need to see and the level that would confirm or break the thesis. 2. A TABLE: metric, consensus (if provided), your expectation, thesis implication. 3. The management commentary you most need to hear, and the question you'd ask on the call. 4. Your predefined action for a clear beat vs clear miss (add, trim, hold, reassess). Use only figures I provide; mark any consensus number to verify and never invent one. Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.
Why this prompt works
Previews are useless if they chase the headline; anchoring on the thesis-relevant KPIs and pre-deciding the action for each outcome turns the print into a decision, not a scramble.
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When should I use this prompt?
A holding reports soon and you want a focused preview of what actually matters to your thesis.
Why does this prompt work?
Previews are useless if they chase the headline; anchoring on the thesis-relevant KPIs and pre-deciding the action for each outcome turns the print into a decision, not a scramble.
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