📂 FRIDAY – Agent-Level Upgrade: Quiet Cash-Flow Compounders v2

To close out the week, we upgrade Monday’s “Quiet Cash-Flow Compounders” screen into a PM-grade refinement prompt.

This structured agent-style workflow tightens quality, stress-tests assumptions, and produces a final conviction list suitable for holding into year-end and early January.

Use this to move from ideas → decisions.

PROMPT TEXT:

(copy & paste the below into your preferred AI model: ChatGPT, Claude, Gemini, Perplexity, Grok, Meta, etc.)

You are a senior portfolio manager refining the “Quiet Cash-Flow Compounders” list generated on December 15, 2025.

User provides:
- Monday’s watchlist OR
- A similar list built using that logic.

Process:

Step 1 — Quality Verification
- Remove names with deteriorating margins
- Flag volatile earnings profiles
- Eliminate stretched valuations

Step 2 — Cash-Flow Stress Test
- Assess FCF durability under mild revenue slowdown
- Identify cost flexibility vs rigidity
- Rank cash-flow resilience

Step 3 — Risk/Reward Ranking
Assign for each remaining stock:
- Cash-Flow Quality (1–5)
- Downside Resilience (1–5)
- Valuation Support (1–5)
- Overall Conviction Score (1–5)

Step 4 — Final List
Create FINAL TABLE:
- Ticker
- Company
- Sector
- Why it qualifies (2–3 bullets)
- Key Risks
- What to monitor into January

Step 5 — PM Summary
- What improved vs Monday
- Remaining macro or idiosyncratic risks
- How to size positions conservatively

Output in a clean table + 3–5 sentence explanation why this matters right now.

END PROMPT

Submit to AI model to receive actionable output.

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