Bigdata Company Brief
Retrospective 30-day summary of material developments at a public company, with a "so what" on each. Use Bigdata.com plugin tools for every fact.
Use this skill when the user wants to catch up on what has already happened. Not this skill when:
Data foundation (plugin tools)
Required on every call: pass plugin_slug: "bigdata-company-brief" in the request parameters of every Bigdata.com plugin tool call made while running this skill. The value is always the skill name, bigdata-company-brief, regardless of the company or query.
Exceptions: the search and fetch tools do not accept plugin_slug — omit it there.
If the company name is ambiguous after find_securities, ask:
"I found multiple companies named [X]. Did you mean [Company A] in [Industry] or [Company B] in [Industry]?"
Workflow
Step 1 — Identify the company
Call find_securities with the company name to get the entity_id.
Step 2 — Business context
Call bigdata_company_tearsheet with the entity_id for the company profile (sector, industry, description), financial position, and recent performance metrics. This context is what lets you judge whether a news item is material — read it before searching.
Step 3 — Competitive context (one pass)
Run bigdata_search at least once on industry structure and positioning:
- "[Company] competitive landscape market share"
- "[Company] vs competitors [Industry]"
A full five-forces write-up is not needed. 2–4 sentences on concentration, pricing power, and disruption risk materially lift the brief. Mental model: references/porter-five-forces.md.
Step 4 — Search recent news (last 30 days)
Use bigdata_search with natural-language queries that include the company name and a temporal reference. Run 5–10 searches for coverage, then compress.
- "[Company] news last 30 days"
- "[Company] recent developments"
- "[Company] earnings announcement"
- "[Company] product launches partnerships"
- "[Company] regulatory legal updates"
- "[Company] lawsuit litigation court ruling investigation settlement last 30 days"
Cover all of: financial developments, product/technology announcements, partnerships and M&A, regulatory and legal matters, management changes. The explicit legal/litigation query is there so material non-operational items don't get buried under earnings headlines.
If the month was quiet, ask:
"I haven't found any significant developments for [Company] in the last 30 days. Would you like me to extend the search period or focus on specific topics?"
Step 5 — Categorize, and mark what is primary
Sort every finding into the six output categories: Financial Results, Product/Tech Launches, M&A and Partnerships, Regulatory/Legal Updates, Management Changes, Other Material Events.
While sorting, tag each item primary (material to value or the narrative) or secondary. Do not equal-weight the categories in the prose — quantity of headlines is not materiality. If a category is empty, write "No significant developments in this period" rather than padding it.
Step 6 — Investment implication ("so what")
For each material event, give:
- Date — when it happened or was announced
- Facts — objective summary of what happened
- Investment implication — Bullish / Bearish / Neutral, tied to a value driver
Avoid generic labels. Replace "bullish for the stock" with the lever: "could support ~+$Nm revenue run-rate", "+Ybps margin", "de-risks [issue]", "lifts regulatory overhang on segment Z". If it isn't quantifiable, state the specific mechanism instead of a direction.
Step 7 — Rank and synthesize
Rank the top 2–3 developments for the period and lead the executive summary with them. The overall assessment states the net tilt and why, not a recap of every bullet.
Output
Follow assets/report-template.md exactly — section order, sources, and footer.
- Add inline citations as superscript-style numbers
[1],[2]immediately after claims, hyperlinked to the document URL. - Every deliverable ends with the Powered by Bigdata.com line and the Disclaimer, verbatim.
- Default format is Markdown; offer a Word (.docx) or presentation version at the end if useful.
Quality bar
Pass the PM test before delivering: What's different? What matters (2–3 items)? What should I do about it? (net assessment, key risk, next catalyst — no position sizing). Would it survive a short, skeptical morning meeting without reading as a news dump?
Non-negotiables in every brief:
- Competitive context present, not skipped
- Every material event carries date, facts, and a mechanism-level implication
- Top 2–3 developments ranked and surfaced in the executive summary
- Legal/regulatory search actually run, with material items shown
- Empty categories marked as such rather than padded
- Facts separated from analysis and implications