The analyst that finishes the piece.
Hand loom the question — a consumer-brand teardown, a category sizing, a 10-K read — and get back a sourced piece you could actually publish. English and Japanese, in voice.
10-K · 有報 · MD&A · in voice
§ 01
Built for analyst-grade reading and writing.
Reads thousands of pages, computes the walks, and writes it up in a voice that does not sound like everyone else.
Reads what you cannot
Thousands of pages of filings, transcripts, brand decks. Pulls the rows and columns you actually need. Quotes the line where it came from.
Sized, not guessed
Bottom-up TAM/SAM/SOM with the assumptions on the page, not buried under three layers of consultancy gloss.
Models that show working
DCF, segment walks, comp tables — every input traceable to a footnote, a transcript, or an exhibit.
Two languages, one piece
Japanese yuho disclosures, US 10-Ks, English transcripts — same agent, one output that reads like one writer wrote it.
§ 01 · CONSUMER & DISCRETIONARY
Consumer & Discretionary
Brand teardowns, category trends, the consumer-facing companies people actually buy from.
Take apart Uniqlo as a global apparel business: home-market vs. overseas mix, gross margin walk over the last 3 fiscal years, the role of Heattech and Airism in SKU economics, and the 2 risks an equity analyst would lead with today.
Same-storeFor Starbucks, decompose comp-store sales growth over the last 8 reported quarters into traffic vs. ticket, with the US vs. China splits called out separately. Cite the earnings-release exhibit each figure came from.
Category mapMap the global premium-skincare category by 6 sub-segments (cleanse, serum, sun, K-beauty, J-beauty, derm-pro). For each, name 2 leading brands, growth tilt over the last 3 years, and the channel mix shifting fastest.
Inventory checkBuild a quick inventory-risk screen for 8 US specialty apparel retailers: days inventory outstanding vs. 3-year median, gross margin trend, and any tariff exposure flagged in the most recent 10-Q risk factors.
Luxury vs. macroHow well do LVMH, Hermes, and Richemont track US 10-year real rates over the last 5 years? Pull monthly returns, regress, comment on which is the cleanest "long-duration luxury" expression.
Pricing powerRank 6 global consumer-staples names by realised pricing 2022–2025 vs. input-cost change, and flag which 2 will struggle to keep that pricing as commodity costs roll over. Quote the management commentary that supports each call.
§ 02 · COMPANY DEEP DIVE
Company Deep Dive
Models, walks, KPI decompositions — the full piece on one name.
Draft a conservative 5-year DCF for Toyota Motor Corp at current consensus. State WACC, terminal growth, capex intensity, and the 2 sensitivities that move the answer most. Flag every input that is an assumption versus a disclosed figure.
Margin walkSony Group operating margin moved roughly 300 bps over the last 3 fiscal years. Decompose the walk by segment (Games, Music, Pictures, ET&S, I&SS, Financial Services), separating price/mix from volume and one-time items, using the MD&A as the primary source.
Unit economicsReconstruct SaaS unit economics for a public company with $200m ARR, 10,000 customers, $80m S&M, 25% net new ARR from upsell. Compute CAC, payback, LTV/CAC, and net dollar retention. Show formulas.
Buyback rankingAmong Nikkei 225 names that announced buybacks in the past 12 months, rank the top 5 by buyback yield, completion rate, and 12-month EPS accretion impact. Cite the TDnet filings.
Bear caseArgue the strongest 3-point bear case for Nintendo at current valuation, the kind a thoughtful long/short PM would put on a one-page note. No straw men — make the bear sound smart.
Quality screenBuild a quality screen for global large caps: ROE > 15%, FCF margin > 12%, Net debt / EBITDA < 1.5x, 5-yr revenue CAGR > 7%, no goodwill impairment in 3 years. Output the criteria in SQL-style pseudocode and name 5 companies the screen would capture today.
§ 03 · CATEGORY & COMPETITIVE
Category & Competitive
Feature matrices, pricing teardowns, positioning maps, the consumer-survey read.
Build a 12-row feature matrix comparing Shopify, BigCommerce, and Squarespace Commerce on checkout, payments, B2B, headless, plugin ecosystem, and pricing. Flag any cell where vendor docs disagree with third-party reviews.
Pricing teardownTake apart the pricing of 5 B2B observability vendors (Datadog, New Relic, Splunk, Grafana Cloud, Honeycomb). Compare list pricing, realistic enterprise deal economics, and overage exposure on a 100-host setup with 200GB/day of logs.
Positioning mapPlot 8 generative-AI writing tools on a 2x2 of (buyer: solo creator <-> enterprise team) x (interface: doc-native <-> chat-native). Place loom on the same axes and justify in two sentences.
Move analysisVendor X just shipped a new agentic feature (3 attached press pieces). Reverse-engineer the strategic intent in 5 bullets, then outline 3 counter-moves a competing PM should consider in the next quarter.
Survey readI have raw output from a 1,200-respondent consumer survey on coffee subscriptions (CSV attached). Pull the 5 most decision-relevant cross-tabs, flag any segment where intent diverges sharply from current behaviour, and write a 250-word read-out.
WTP mapWe are repricing our enterprise tier. Map willingness-to-pay across 4 dimensions (seats, usage, sensitive-data handling, support SLA) using competitor benchmarks and one named win/loss interview where price was the deciding factor.
§ 04 · CAPITAL MARKETS & MACRO
Capital Markets & Macro
Rates, FX, inflation, policy transmission, sector rotation.
Compare the latest FOMC statement to the prior one word-for-word. Identify hawkish and dovish shifts in tone, then map each to the most likely market reaction in front-end rates, the trade-weighted USD, and 2 equity sectors most exposed.
CPI breakDecompose the latest US CPI print into core goods, core services ex-shelter, shelter, and energy. For each, write a sentence on what it implies for the Fed reaction function over the next 2 meetings.
BoJ scenariosBuild 3 BoJ policy paths over the next 12 months (status quo, gradual normalisation, surprise hike). For each, project a USD/JPY range, the steepest sector tilts in TOPIX, and the most exposed mega-cap consumer names.
Yield curveExplain the current shape of the US Treasury curve, what is implied for 12-month forward growth and inflation, and which historical analog (1995, 2000, 2006, 2019) it most resembles. State where the analog breaks down.
Sector rotationAcross the past 4 US recessions, which equity sectors led the recovery in the first 6 months after the trough? Show base-rate hit ratios and one structural reason each leadership pattern recurs.
Real-rate hitIf US 10-year real rates fall 100 bps over the next 6 months, walk through the impact on long-duration tech, gold, EM equity (split Asia ex-Japan vs. LatAm), and 10-year JGBs. Cite the historical betas you used.
§ 05 · FILINGS & IR
Filings & IR
Structured extraction from the primary docs — 10-K, S-1, yuho, transcripts.
From the attached 10-K, extract the risk-factors section and rank by materiality given the company current business mix. Quote one sentence supporting each rank position and flag any factor newly added versus the prior-year filing.
MD&A walkSummarise the MD&A of the attached 10-K in 200 words, capturing revenue drivers, margin drivers, and forward-looking guidance, with paragraph references for each major claim.
Accounting watchIdentify any accounting-policy changes, restatements, or critical-estimate revisions in the attached annual report. For each, explain what it implies for earnings quality and whether it changes prior-period comparability.
Footnote digFrom the financial-statement footnotes, surface 5 items most investors miss: contingent liabilities, off-balance-sheet exposures, related-party transactions, segment reclassifications, and one of your choice. Quote the footnote each came from.
S-1 reviewFrom the attached S-1, extract growth metrics, cohort retention, customer concentration, and any disclosure that quietly contradicts the headline narrative on the cover page.
Earnings callFrom the attached earnings-call transcript, identify the 3 questions analysts pressed hardest, summarise management answers, and rate the answer quality 1 to 5 with a one-line justification for each rating.
§ Method
How loom works
You frame the piece
A market sizing, a brand teardown, a filings read. One sentence is enough — loom will pull the thread.
It reads and computes
Pulls primary docs, parses disclosures, runs the spreadsheet logic. Quotes its sources as it goes.
You get a sourced piece
Tables, walks, citations — written in a voice that sounds like someone, not no-one. Ready for the deck.
§ Begin
Hand it the question. Get the piece.
Free to start. English and Japanese, in voice.
Begin a research draft