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What it does

Generates a publication-ready case study for the Valuation101 docs site from a completed valuation run. Each case study is both a demonstration of the plugin’s capabilities and a teaching tool that walks readers through every phase of the valuation. This skill is standalone — it is never called by the fcff orchestrator. Invoke it directly after completing a valuation.

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Two-pass workflow

Case studies are built in two passes:
  1. Pass 1 — Scaffold: A Python script reads the valuation spreadsheet and generates an MDX file with all data tables pre-populated and narrative markers ({/*NARRATIVE: section_name */}) where commentary belongs.
  2. Pass 2 — Narrate: The AI reads the scaffold, replaces every narrative marker with company-specific commentary, generates SVG convergence charts, searches for reference links, and updates the docs site configuration.

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Data source

The valuation spreadsheet (.xlsx) is the single source of truth for all numbers. If a _manual_override.xlsx variant exists in the run directory, it is preferred — it contains the user’s final adjustments.

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Prerequisites

A completed valuation run with a spreadsheet present in the run directory:
  • {TICKER}-valuation-{DATE}-{SEQ}.xlsx (base), or
  • {TICKER}-valuation-{DATE}-{SEQ}_manual_override.xlsx (preferred)
The spreadsheet must have been last saved in Excel so that formula cells have cached results readable by openpyxl.

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Case study structure

Every case study follows the same section structure (matching the CoreWeave example):
  1. Introduction and manual overrides
  2. Company identification and industry mapping
  3. Required filings
  4. Trailing twelve-month financials (with data gap analysis)
  5. Shares outstanding
  6. Tax rates
  7. Cost of capital (beta, cost of equity, cost of debt, WACC)
  8. Forecasts (guidance review, revenue growth, operating margin, sales-to-capital, cost of capital convergence)
  9. Employee stock options
  10. DCF model output (projection table, terminal value, PV breakdown, equity bridge)
  11. The verdict (bear case, bull case)
  12. Diagnostic flags
  13. What this case study demonstrates
  14. References

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Convergence charts

Four SVG charts are generated per case study, showing the 10-year convergence curves for each forecast variable:
  • Revenue growth (exponential/linear decay)
  • Operating margin (S-curve or linear expansion)
  • Sales-to-capital ratio (step-down or linear convergence)
  • Cost of capital (exponential decay from WACC to terminal)
Charts use data points directly from the spreadsheet’s 10-year projection schedule.

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How to use

"Generate a case study for NVDA"
"Create case study for CoreWeave"
"Add Tesla to the case studies"
The skill will find the latest completed run, confirm the spreadsheet with you, generate the scaffold, write the narrative, create charts, and update docs.json automatically.