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sector-overview

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Industry landscape report: market size, competitive dynamics, company profiles, valuation context

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How to use this skill

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Source SKILL.md: https://github.com/ginlix-ai/LangAlpha/blob/HEAD/skills/sector-overview/SKILL.md

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Sector Overview

Workflow

Step 1: Define Scope

  • Sector / subsector: What industry and how narrowly defined?
  • Purpose: Client report, internal research, pitch material, idea generation
  • Depth: High-level overview (5-10 pages) or deep dive (20-30 pages)
  • Angle: Neutral landscape vs. thematic thesis (e.g., "AI infrastructure buildout")
  • Universe: Public companies only, or include private?

Step 2: Market Overview

Market Size & Growth

  • Total addressable market (TAM) with source
  • Historical growth rate (5-year CAGR)
  • Forecast growth rate and key assumptions
  • Market segmentation (by product, geography, end market, customer type)

Industry Structure

  • Fragmented vs. consolidated — top 5 market share
  • Value chain map — where does value accrue?
  • Business model types (subscription, transaction, licensing, services)
  • Barriers to entry (capital, regulatory, technical, network effects)

Key Trends & Drivers

  • Secular tailwinds (3-5 major trends)
  • Headwinds and risks
  • Technology disruption vectors
  • Regulatory developments
  • M&A activity and consolidation trends

Step 3: Competitive Landscape

Company Profiles (for top 5-10 players):

CompanyRevenueGrowthEBITDA MarginMarket ShareKey Differentiator

For each company, brief profile:

  • Business description (2-3 sentences)
  • Strategic positioning and moat
  • Recent developments (earnings, M&A, product launches)
  • Valuation snapshot (P/E, EV/EBITDA, EV/Revenue)

Competitive Dynamics

  • How do companies compete? (price, product, service, distribution)
  • Who is gaining/losing share and why?
  • Disruption risk from new entrants or adjacent players

Step 4: Valuation Context

  • Sector trading multiples (current and historical range)
  • Premium/discount drivers (growth, margins, market position)
  • Recent M&A transaction multiples
  • How does the sector compare to the broader market?

Step 5: Investment Implications

  • Where are the best risk/reward opportunities?
  • What thematic bets can be expressed through this sector?
  • Key debates in the sector (bull vs. bear arguments)
  • Catalysts that could change the sector narrative

Step 6: Output

  • Word document or PowerPoint with:
    • Market overview and sizing
    • Competitive landscape map
    • Company comparison table
    • Valuation summary
    • Key charts: market growth, share trends, valuation history
  • Excel appendix with detailed company data

Important Notes

  • Source all market size data — cite the research firm or methodology
  • Distinguish between TAM hype and realistic addressable market
  • Sector overviews age fast — note the date and flag data that may be stale
  • Charts are essential — market size waterfall, competitive positioning matrix, valuation scatter plot
  • If for a client, tailor the "so what" to their specific situation (M&A target identification, competitive positioning, market entry)