stock-business-review

# Stock Business Review ## Purpose Read a company's 10-K and 10-Q with the discipline of a senior equity analyst: identify what the business actually sells, to whom, how it makes money, and what kind of growth its revenue numbers are reflecting. Surface red flags that pure financial-statement readers miss — narrative buckets, undefined adjusted metrics, customer concentration risk, and acquired-growth dependency. The output is a structured set of Findings that the orchestrator uses to build the Good-Company score and frame valuation. ## When To Use - Orchestrator `stock-analysis-lead` dispatches a business-dimension review. - The user directly asks "what does <ticker> actually do" or "is <ticker>'s growth real" or "tell me about <ticker>'s customer concentration". - A standalone business-model classification is needed before deeper financial analysis. ## When NOT To Use - Cash-flow / margin / operating-leverage analysis → `stock-earnings-quality-review` - Leverage / liquidity / goodwill → `stock-balance-sheet-review` - Capital allocation / management quality → `stock-management-review` - Competitive moat / TAM / market share → `stock-industry-review` - Final verdict or target price → orchestrator's synthesis step (do NOT recommend buy/hold/sell from this skill) ## Mandatory Gates ### 1) Execution Integrity Gate You must read the 10-K Item 1 "Business" section before drawing any conclusion. If the orchestrator's `data-manifest.json` does not include a 10-K path, return...