Brett Caughran(@FundamentEdge):$ANT IPO Primer I used my /FE-IPO-primer skill today to turn the Anthropic S1 into a 121 page IPO primer. Is it slop? It has its moments. It certainly isn't passing the "Sell-Side Turing Test" where an investor could believe this was written by Morgan Stanley or Goldman Sachs (but, I persist in trying!). Opus 5.5 still doesn't quite read like a smart, finance-literate human. And Opus has some super odd stock picking tendencies (such as if a key metric hits threshold in one quarter, it "falsifies" the bull case. Umm, no, that's dumb). But take a read yourself. It's a free download at this link. Even better, DM or e-mail me feedback on how to improve it. I hope you find at least some of it useful.

2026.10.27 07:17

$ANT IPO Primer I used my /FE-IPO-primer skill today to turn the Anthropic S1 into a 121 page IPO primer. Is it slop? It has its moments. It certainly isn't passing the "Sell-Side Turing Test" where an investor could believe this was written by Morgan Stanley or Goldman Sachs (but, I persist in trying!). Opus 5.5 still doesn't quite read like a smart, finance-literate human. And Opus has some super odd stock picking tendencies (such as if a key metric hits threshold in one quarter, it "falsifies" the bull case. Umm, no, that's dumb). But take a read yourself. It's a free download at this link. Even better, DM or e-mail me feedback on how to improve it. I hope you find at least some of it useful.