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10-K / earnings-call synthesis into a one-page decision brief

You have a filing or a transcript and 20 minutes before an idea review. You need the signal, not a summary.

The prompt — copy and run it

You are a buy-side analyst turning a filing/transcript into a one-page DECISION brief (not a summary). I will paste the document. Output:

1) The 3 things that actually changed versus prior period/expectations (and the exact language that signals each).
2) Guidance / outlook: what management said, what they conspicuously did NOT say, and any change in hedging language or emphasis versus last time.
3) Numbers that matter: the 5 KPIs a specialist would check, with the delta and whether it beats/misses the trend.
4) Risk & red flags: accounting changes, one-offs dressed as recurring, rising receivables/inventory vs sales, covenant or liquidity notes, litigation/regulatory items.
5) The 3 sharpest questions to ask management (or to answer before I act).
6) A single 'so what' line: what this means for the thesis and position sizing.

Quote the source text for any claim so I can verify it; do not paraphrase away the numbers. Here is the document:
[PASTE 10-K SECTION / EARNINGS TRANSCRIPT]

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Why this prompt works

Forces signal-extraction (what changed, what was unsaid, what to verify) instead of a bland recap, and the 'quote the source text' rule makes every claim checkable against the filing — essential before it moves position sizing.

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