fsi-strip-profile

What this skill does

## Workflow

### 1. Clarify Requirements
- **Ask the user**: Single-slide or multi-slide (3-4 slides)?
- **Ask the user**: Any specific focus areas or topics to emphasize?
- **Only after user confirms**, proceed to research

### 2. Research & Planning
**Data Sources:**
- **Primary**: Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website
- **Market data**: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)
- **Estimates**: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS
- **News**: Press releases from last 90 days, M&A activity, guidance changes

**Required Metrics:**
- **Financials**: Revenue, EBITDA, margins (%), EPS, FCF for ±3 years
- **Valuation**: Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples
- **Growth**: YoY growth rates (%)
- **Ownership**: Top 5 shareholders with % ownership
- **Segments**: Product mix and/or geographic mix (% breakdown)

**Normalization:**
- Convert all amounts to consistent currency
- Scale consistently ($mm or $bn throughout, not mixed)

**Before Building:**
- Print outline to chat with 4-5 bullet points per item (actual numbers, no placeholders)
- Print style choices: fonts, colors (hex codes), chart types for each data set
- Get user alignment: "Does this outline and visual strategy align with your vision?"

### 3. Slide-by-Slide Creation
**CRITICAL: You MUST create ONE slide at a time and get user approval before proceeding to the next slide.**

**For EACH slide:**
1. Create ONLY this one slide with PptxGenJS
2. **MANDATORY: Convert to image for review** - You MUST convert slides to images so you can visually verify them:
   ```bash
   soffice --headless --convert-to pdf presentation.pptx
   pdftoppm -jpeg -r 150 -f 1 -l 1 presentation.pdf slide
   ```
3. **MANDATORY VISUAL REVIEW**: You MUST carefully examine the rendered slide image before proceeding:
   - **Text overlap check**: Scan every text element - do any labels, bullets, or titles collide with each other?
   - **Text cutoff check**: Is any text truncated at boundaries? Are all words fully visible?
   - **Chart boundary check**: Do charts stay within their containers? Are ALL axis labels fully visible?
   - **Quadrant integrity**: Does content in one quadrant bleed into adjacent quadrants?
4. **If ANY overlap or cutoff is detected**: Fix immediately using these strategies in order:
   - **First**: Reduce font size (go down 1-2pt)
   - **Second**: Shorten text (abbreviate, remove less critical info)
   - **Third**: Adjust element positions or container sizes
   - **Re-render and verify again** - do not proceed until all text fits cleanly
5. Show slide image to user with download link
6. **STOP and wait for explicit user approval** before creating the next slide. Do NOT proceed until user confirms.

**YOU MUST CHECK FOR THESE SPECIFIC ISSUES ON EVERY PAGE:**
- Table rows colliding with text below them
- Chart x-axis labels cut off at bottom
- Long bullet points wrapping into adjacent content
- Quadrant content bleeding into adjacent quadrants
- Title text overlapping with content below
- Legend text overlapping with chart elements
- Footer/source text colliding with main content

---

## Slide Format Requirements

### Information Density is Critical

**The #1 goal is MAXIMUM information density.** A busy executive should understand the entire company story in 30 seconds. Fill every quadrant to capacity.

**Per quadrant targets:**
- **Company Overview**: 6-8 bullets minimum (HQ, founded, employees, CEO/CFO, market cap, ticker, industry, key stat)
- **Business & Positioning**: 6-8 bullets (revenue drivers, products, market share %, competitive moat, customer count, geographic mix)
- **Key Financials**: Table with 8-10 rows OR chart + 4-5 key metrics (Revenue, EBITDA, margins, EPS, FCF, growth rates, valuation multiples)
- **Fourth quadrant**: 5-7 bullets (ownership %, recent M&A, developments, catalysts)

**Information packing techniques:**
- Combine related facts: "HQ: Austin, TX; Founded: 2003; 140K employees"
- Always include numbers: "$50B revenue" not "large revenue"
- Add context: "EBITDA margin: 25% (vs. 18% industry avg)"
- Include YoY changes: "Revenue: $125M (+28% YoY)"
- Use percentages: "Enterprise: 62% of revenue"

**If a quadrant looks sparse, add more:**
- Segment breakdowns with %
- Geographic revenue splits
- Customer concentration (top 10 = X%)
- Recent contract wins with $ values
- Guidance vs. consensus
- Insider ownership %

**Line spacing - use single textbox per section:**
```python
def add_section(slide, x, y, w, header_text, bullets, header_size=10, bullet_size=8):
    """Header + bullets in single textbox with natural spacing"""
    tb = slide.shapes.add_textbox(x, y, w, Inches(len(bullets) * 0.18 + 0.3))
    tf = tb.text_frame
    tf.word_wrap = True

    # Header paragraph
    p = tf.paragraphs[0]
    p.text = header_text
    p.font.bold = True
    p.font.size = Pt(header_size)
    p.font.color.rgb = RGBColor(0, 51, 102)
    p.space_after = Pt(6)  # Small gap after header

    # Bullet paragraphs
    for bullet in bullets:
        p = tf.add_paragraph()
        p.text = bullet
        p.font.size = Pt(bullet_size)
        p.space_after = Pt(3)
    return tb
```

**Key spacing principles:**
- Put header + bullets in SAME textbox (no separate header textbox)
- Use `space_after = Pt(6)` after header, `Pt(3)` between bullets
- Don't hardcode gaps - let paragraph spacing handle it naturally
- If content overflows, reduce font by 1pt rather than removing content

---

- **3-4 dense slides** - use quadrants, columns, tables, charts
- **Bullets for ALL body text** - NEVER paragraphs. **Use ONE textbox per section with all bullets inside** - do NOT create separate textboxes for each bullet point. Use PptxGenJS bullet formatting:
  ```javascript
  // CORRECT: Single textbox with bullet list - each array item becomes a bullet
  // Position in top-left quadrant (Company Overview) - after header with accent bar
  slide.addText(
    [
      { text: 'Headquarters: Austin, Texas; Founded 2003', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Employees: 140,000+ globally across 6 continents', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'CEO: Elon Musk; CFO: Vaibhav Taneja', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Market Cap: $850B (#6 globally by market cap)', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Segments: Automotive (85%), Energy (10%), Services (5%)', options: { bullet: { indent: 10 } } }
    ],
    { x: 0.45, y: 0.95, w: 4.5, h: 2.6, fontSize: 11, fontFace: 'Arial', valign: 'top', paraSpaceAfter: 6 }
  );

  // WRONG: Multiple separate textboxes for each bullet - causes alignment issues
  // slide.addText('Headquarters: Austin', { x: 0.5, y: 1.0, bullet: true });
  ```

  **Bullet formatting tips:**
  - `bullet: { indent: 10 }` - controls bullet indentation (smaller = tighter)
  - `paraSpaceAfter: 6` - space after each paragraph in points
  - Pack multiple related facts into each bullet (e.g., "HQ: Austin; Founded: 2003")
  - Include specific numbers and percentages for information density
- **Title case** for titles (not ALL CAPS), left-aligned
- **Consistent fonts** everywhere including tables
- **Company's brand colors** - YOU MUST research actual brand colors via web search before creating slides. Do not guess or assume colors.
- **Follow brand guidelines if provided**

### Visual Reference
See `examples/Nike_Strip_Profile_Example.pptx` for layout inspiration. Adapt colors to each company's brand.

---

## First Page Layout

Must pass "30-second comprehension test" for a busy executive.

### Slide Setup (CRITICAL)
**Use 4:3 aspect ratio** (standard IB pitch book format):
```javascript
const pptx = new pptxgen();
pptx.layout = 'LAYOUT_4x3';  // 10" wide × 7.5" tall - MUST USE THIS
```

### Slide Coordinate System
PptxGenJS uses inches. 4:3 sl