competitive

# Knowledge Frameworks — {SKILL_NAME}

This file augments the skill methodology with practitioner frameworks, case precedents,
and sector-specific analysis rubrics from the agentii knowledge base (spec 037).
It is progressively disclosed — loaded on demand, not at skill activation (FR-014).

## How to Use

Before executing the analysis, scan the relevant frameworks below for the target sector
and analysis type. Where a framework applies, incorporate its methodology alongside the
standard protocol. Cite knowledge entries by their `/v/knowledge/{citation_id}` link.

## Practitioner Frameworks

### Fundamental Analysis (L2)
- **Fisher Scuttlebutt Method**: Channel checks, supplier interviews, customer surveys — validate management claims through primary research.
- **Morningstar Moats**: Network effects, switching costs, intangible assets, cost advantage, efficient scale — score competitive durability.
- **Greenblatt Magic Formula**: Rank on earnings yield + ROIC — quantitative screen for quality-at-a-reasonable-price.
- **Mauboussin Expectations Investing**: Price-implied expectations vs. fundamentals — identify the gap.

### Management Assessment
- **CEO/CFO track record**: Past capital allocation decisions, M&A history, share buyback timing.
- **Incentive alignment**: Compensation structure, insider ownership, option grants.

### Sector-Specific Playbooks
- **Healthcare (Pharma/Biotech)**: Pipeline depth analysis, FDA catalyst calendar, patent cliff exposure, drug pricing risk.
- **Technology**: Adoption S-curves, network effects quantification, R&D efficiency, platform ecosystem lock-in.
- **Financials**: Spread analysis (NIM), credit cycle positioning, loan loss reserve adequacy, capital return capacity.
- **Consumer**: Brand strength metrics, unit economics, channel mix trends, customer acquisition cost payback.

## Historical Analogues

When the current situation matches a known pattern, query `search_by_analogue` with the
appropriate `market_regime`/`event_type`/`company_situation` tags. Cite relevant cases as
precedent.

## References

All frameworks sourced from `gold.knowledge_entries` (spec 037). See `contracts/citation-and-memory.md`
for citation format conventions.

# competitive — Analyst Mode Definitions

Extracted from SKILL.md for progressive disclosure (US5). The skill body keeps a pointer under `## Methodology → Analyst Modes`.

### Mode: direct-competitor-identification-and-analysis

**Display name**: direct-competitor-identification-and-analysis

<!-- ported_from: references/prompts/2/2_1_1.yaml -->

**Focus**: Leverage multiple sources to identify and evaluate the company's major competitors across products, geographies, and development stages, providing a c.
 (rewritten via tool-name-map.json:system_v2_7)

- `get_company_profile`
- `list_sources`
- `search_keyword_in_source`

### Mode: market-share-dynamics-analysis

**Display name**: market-share-dynamics-analysis

<!-- ported_from: references/prompts/2/2_1_2.yaml -->

**Focus**: Leverage multiple data sources to identify and evaluate the company's market share dynamics over the past 2 years, using trackable operating metrics d.
 (rewritten via tool-name-map.json:system_v2_7)

- `get_company_profile`
- `read_source_outline`
- `search_xbrl_facts`

### Mode: market-share-evolution-and-competitive-benchmarking

**Display name**: market-share-evolution-and-competitive-benchmarking

<!-- ported_from: references/prompts/2/2_1_3.yaml -->

**Focus**: Leverage multiple data sources to identify and evaluate the company's market share trends over the past 12 quarters, using trackable operating metrics.
 (rewritten via tool-name-map.json:system_v2_7)

- `get_company_profile`
- `search_keyword_in_source`
- `search_xbrl_facts`

### Mode: forward-looking-market-share-outlook-and-strategic-assessment

**Display name**: forward-looking-market-share-outlook-and-strategic-assessment

<!-- ported_from: references/prompts/2/2_1_4.yaml -->

**Focus**: Leverage multiple data sources to evaluate the company's forward-looking market share outlook over the next 1-2 years, using operating metrics and qua.
 (rewritten via tool-name-map.json:system_v2_7)

- `get_company_profile`
- `list_sources`
- `search_keyword_in_source`

### Mode: market-concentration-and-competitive-positioning-analysis

**Display name**: market-concentration-and-competitive-positioning-analysis

<!-- ported_from: references/prompts/2/2_1_5.yaml -->

**Focus**: Leverage multiple data sources to identify and evaluate the company's market share dynamics and competitive positioning over the past 12 quarters, usi.
 (rewritten via tool-name-map.json:system_v2_7)

- `get_company_profile`
- `search_keyword_in_source`
- `search_xbrl_facts`

### Mode: market-share-growth-drivers-and-retention-risk-analysis

**Display name**: market-share-growth-drivers-and-retention-risk-analysis

<!-- ported_from: references/prompts/2/2_1_6.yaml -->

**Focus**: Leverage multiple data sources to identify and evaluate the company's market share growth drivers and retention risks over the most recent 12 quarters.
 (rewritten via tool-name-map.json:system_v2_7)

- `get_company_profile`
- `search_keyword_in_source`
- `search_xbrl_facts`

### Mode: market-share-capture-efficiency-and-execution-analysis

**Display name**: market-share-capture-efficiency-and-execution-analysis

<!-- ported_from: references/prompts/2/2_1_7.yaml -->

**Focus**: Leverage multiple data sources to evaluate the company's capability to capture market share and execute against market opportunities, using operating .
 (rewritten via tool-name-map.json:system_v2_7)

- `get_company_profile`
- `search_keyword_in_source`
- `search_xbrl_facts`

### Mode: indirect-competition-and-substitution-threat-analysis

**Display name**: indirect-competition-and-substitution-threat-analysis

<!-- ported_from: references/prompts/2/2_2.yaml -->

**Focus**: Leverage multiple data sources to identify and evaluate the indirect competitive landscape facing the company, including substitutes, adjacent market .
 (rewritten via tool-name-map.json:system_v2_7)

- `get_company_profile`
- `read_source_outline`
- `search_keyword_in_source`

<!-- END port-dimension-prompts methodology + modes -->

# competitive — Output Structure (full template)

Extracted from SKILL.md for progressive disclosure (US5). The skill body keeps a compact summary under `## Output Structure`.

The final deliverable MUST be written as a markdown file to the workspace using the convention :

```
{ticker}/{YYYY-MM-DD_HHMM}_competitive_{affix}.md
```

Where `affix` is a short descriptive slug (e.g., `peer-positioning`, `moat-analysis`, `share-shift`, `competitive-dynamics`). Examples:

- `LLY/2026-05-25_1430_competitive_peer-positioning.md`
- `NVDA/2026-05-25_1545_competitive_moat-analysis.md`

The path is RELATIVE to the agent's invocation cwd. Skills MUST NOT write under absolute paths.

**Citations & memory**: follow `contracts/citation-and-memory.md` — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable `https://agentii.ai/v/{ticker}/{citation_id}/{N}` link; a bottom **Citations** section provides a non-duplicative roll-up index; the closing TUI reply includes a compact **Key Citations** list (headline 5–10 facts) of clickable `/v/` URLs; and append the run to `agentii.md` per `contracts/agentii-md-schema.md`.

# competitive — Tool Fallbacks

Extracted from SKILL.md for progressive disclosure (US5).

| Tool | Failure Mode | Fallback Action | Coverage Annotation |
|------|-------------|-----------------|---------------------|
| `read_source_pages` | SQL error / PROXY_ERROR | Use `search_keyword_in_source(document_id, keyword)` if document_id known; otherwise `search_documents` with same query | "source file unavailable; used keyword search instead" |
| `read_source_deep_outline` | PROXY_ERROR / 404 | Use lightweight `read_source_outline` and flag `deep_outline_degraded: true` | "deep outline unavailable; used lightweight page map instead" |
| `read_source_outline` | PROXY_ERROR / 404 | Use `list_sources` for document-level metadata | "page map unavailable; used document listing instead" |
| `list_xbrl_concepts` | Timeout / 503 | Use direct `search_xbrl_facts` with standard US-GAAP concepts (Revenues, NetIncomeLoss, EarningsPerShareDiluted, OperatingIncomeLoss, Assets) | "concept discovery skipped due to timeout; using standard US-GAAP concepts" |
| `get_company_fiscal_calendar` | Cross-validation failed | Use XBRL-derived period grid from `search_xbrl_facts` `period_end` dates | "fiscal calendar mismatch; using XBRL-derived period grid" |
| `search_unified` | Intermittent error | Use parallel `search_documents` + `search_xbrl_facts` with the same query | "unified search unavailable; used parallel document + XBRL search" |
| `batch_search` | PROXY_ERROR | Use sequential individual calls (one per sub-query) | "batch search unavailable; used sequential calls" |

Tool errors are retried ONCE with the fallback action before escalating to the retrieval gaps failure policy. If both Layer 2 and Layer 3 tools are unavailable, enter document access degradation mode (structured data + metadata only, flag output as degraded).