After 3 hours of research, the industry finally starts to click...
Yes. We’re getting somewhere !
The industry tailwinds look real.
Now,you have 2 annual reports open side by side.
Both companies look attractive.
Which is annoying !
Because now you have to decide:
Which one is worth another 3 hours of your time?
I taught Claude how to compare any 2 stocks in the same industry the way I want to compare them:
Where growth comes from
Who has the better cost engine
Who has more competitive power
Then Claude puts both companies side by side and shows me:
Where each one is stronger
What could change that view
Here’s how to use it:
Which Business Is Actually Better?
When I compare 2 businesses, the better one is the one that can:
Grow for longer.
Defend its advantage.
Turn that growth into more profit.
Take Zoetis and Virbac.
2 animal health companies at very different scales.
Let’s use Claude on this example to see where each business is stronger:
Go to Claude :no need for Cowork.
Call Peer Duel: a Skill I built with a set of instructions designed specifically for comparing 2 businesse in same industry
Name the 2 stocks you want to compare.
Wait a couple of minutes and you will have in 1 report:
Growth map: where growth comes from by product and geography
Power map: pricing power, customer relationships, competitors, and suppliers
Cost engine: COGS, R&D, SG&A, and margins
Vulnerabilities: what could break the thesis for each company
Final call: where each company is stronger and which one deserves the deeper dive
Here’s a snapshot from the report comparing Zoetis and Virbac:
But Mostapha, why should I trust this?
Fair question.
I spent hours building and testing the Skill before sharing it.
But that is not the reason you should trust the output.
The Skill structure is the secret.
It forces Claude to:
Use primary sources: filings, annual reports, transcripts, regulators
Trace every important number back to a source
Normalize currencies and reporting differences before comparing
Check what changed recently: guidance, deals, management changes
Break the comparison into 3 levers: growth, power, and cost engine
I did give claude a repeatable, clear framework to follow .
That’s always the secret:
The human experience builds the framework.
AI brings the speed and depth of the excution.
The humain test, validate, and improve