Slides

---
name: slides
description: Pull an earnings, CMD, or investor-day slide deck from Quartr and write a thesis-delta research note. Use when user says "pull the deck", "CMD slides", "investor day slides", or points at a Quartr slides URL. Not for transcripts ($transcript) or 10-K/10-Q text ($filing).
---

**Codex execution:** Read `.agents/skills/_shared/codex-compat.md` first. Treat `SKILL_ARGS` as the arguments supplied with `$slides`, or infer them from the user's request when this skill is invoked implicitly.

**Follow AGENTS.md Writing Standards strictly.** Lead with the chart or claim the deck adds that the call transcript did not.

Per `.agents/skills/_shared/quartr.md`. Decks carry the numbers management wanted on a slide; the call carries the hedge. Read both when both exist — this skill does not replace `$transcript`.

## Arguments

- `TICKER` — latest `slide` document
- `TICKER --event ID` — deck attached to that event
- `TICKER --document ID`
- Quartr slides URL

No thesis → abort.

## Step 0: Pre-flight

`ticker:TICKER` lock, 10 minutes. Rename-marker hard-block. Thesis probe. Resolve `quartr_id:`.

## Step 1: Locate

`list_documents` `documentTypes: ["slide"]`, or `list_events expand: ["documents"]` when `--event` is set. Pick the deck attached to the target event; else newest.

## Step 2: Read

`read_document` paged. Cache per page. `get_document_summary` is a pointer. For pages that name a Conviction Trigger variable, keep `documentDataId` (needed if the user later `save_item`s — this skill does not save items unless asked).

## Step 3: Cross-reference

Thesis Bull / Bear / Triggers / OQs / last 5 Log. Mental Models gate. Flag:
- Charts that quantify a trigger (share, MW, guide, capex)
- Roadmap slides that extend or quietly drop a named product
- Pages that contradict the last `$transcript` note if one exists for the same event

## Step 4: Research note

`Research/YYYY-MM-DD - [TICKER] [event-title] slides - deep-dive.md`

```yaml
source: '[Quartr document URL]'
source_type: deep-dive
quartr_document_id: N
quartr_event_id: N
```

Body: Thesis Delta, Summary, Evidence (page-keyed table: page · claim · [Quartr] URL), Contradiction Check, Source Excerpts. `## Key Segments` if >15,000 source words (rare for decks — more often a 10–40 page extract; omit Key Segments below the floor).

verify_note.py as ingest deep-dive. Block on structural failure.

## Step 5: Log

```
- Deck ingested: [event title] — [one-sentence delta]. See [[Research/...]].
```

Prefix `Deck ingested:` is NON-skill-origin. `_hot.md` same-ticker continuation.

## Step 6: Report + lock release

Print the 3 pages that most move the thesis, with URLs. Suggest `$transcript TICKER --event ID` if a transcript exists and has not been ingested. Suggest `$sync TICKER`.

## Design constraints

1. **Deck ≠ call.** Do not run language-delta scripts on slide OCR.
2. **Do not auto-save items** to Quartr folders. `save_item` is user-directed.
3. **Cite page URLs.** Same provenance rule as `$filing`.