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YETI Holdings Investment Memo Repository

This repository is a complete, auditable investment memo package for YETI Holdings (YETI). The recommendation is HOLD, with the final memo and supporting model included in the repo.

This model entry also includes a follow-on board-of-advisors presentation package at board-of-advisors-presentation/. The presentation package is a repo snapshot of the second task: a 20-slide PPTX/PDF deck explaining both the recommendation and the agent's reasoning trail.

Read in this order:

  1. memo/yeti_investment_memo.pdf for the PM-facing memo.
  2. memo/yeti_investment_memo.md for the source memo with trace IDs and transcript line links.
  3. analysis/memo_trace_table.csv to trace each memo number to raw source, extraction artifact, and model cell.
  4. model/yeti_investment_model.xlsx for the three-statement model, assumptions, valuation, scenarios, sources, and checks.
  5. model/key-outputs.ndjson, model/checks-inspect.ndjson, and model/formula-error-scan.ndjson for machine-readable workbook verification.
  6. sources.md for every fetched URL, timestamp, local path, and SHA-256 hash.
  7. extracted/ for parsed data and extraction scripts connecting raw sources to model inputs.
  8. analysis/ for the sell-side-miss test, competitive analysis, and trace-generation script.
  9. decisions/ for ADR-style records behind non-obvious choices.
  10. research/ for dated working notes, questions, and dead ends.
  11. raw/ for original downloaded filings, transcripts, releases, market pages, and other source files.
  12. board-of-advisors-presentation/ for the follow-on board deck, slide previews, reproducible visuals, and deck-specific audit trail.

Trace Workflow

To audit a number in the memo:

  1. Find the bracketed trace ID, such as [T003].
  2. Open analysis/memo_trace_table.csv and find that ID.
  3. Follow the source_chain to the raw file and extraction artifact.
  4. Use model_ref to locate the related cell in model/yeti_investment_model.xlsx.

Management quotes in the memo link to line-numbered transcript text in extracted/transcripts/.

Rebuild Notes

The repo contains generated artifacts as deliverables, so a reader can audit without rebuilding. To rebuild in the same Codex desktop runtime:

  1. Run python extracted\extract_transcripts.py.
  2. Run python extracted\extract_financials.py.
  3. Run node model\build_model.mjs using the bundled Node runtime and @oai/artifact-tool dependency.
  4. Run python analysis\build_analysis_artifacts.py.
  5. Run the bundled Python runtime with memo\render_memo_pdf.py.

analysis/download_sources.py re-fetches public URLs and will update timestamps and hashes in sources.md; use it only when intentionally refreshing the evidence base.

Status: complete.