Idea Generation Workflow Step 1: Define Search Criteria Ask the user for parameters: - Direction : Long ideas, short ideas, or both - Market cap : Large, mid, small, micro - Sector : Specific sector or cross-sector - Style : Value, growth, quality, special situation, event-driven - Geography : US, international, global - Theme : Any specific thematic angle (AI, reshoring, aging demographics, etc.) Step 2: Quantitative Screens Run screens based on the style: Value Screen - P/E below sector median - EV/EBITDA below historical average - Free cash flow yield 5% - Price/book below 1.5x - Insider b…