crucible / engine /damodaran_data.py

Commit History

  1. BSX root causes: token-safe segment keywords + parent-sector compatibility gate; growth label; semantic gate before the PM

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  1. SPGI root-cause remediation: typed units, comparability, corporate actions, StoryBase, discount-rate path, evidence permissions

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  1. Pricing premium architecture: industry-relative premium on the industry anchor only; regime adjustment on own history; double-adjustment validator S13; cap diagnostics

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  2. Root-cause remediation: reconciled forecast basis, canonical segments, PricingState, company guidance, ownership/insider permissions, S1-S12 validators

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  1. segments: regional names and retail energy stay in the company industry; single-industry mixes fall back

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  2. report: segment-build evidence cited as claims

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  3. Damodaran method: value-weighted business mix, mature-company stable cost of capital, required segment builds

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  4. Filed segment mix from the latest 10-Q/10-K; business-mix beta from Damodaran industry betas; storytellers build segment stories from filings

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  5. Damodaran datasets wired in: monthly implied ERP (auto-refresh), country risk premiums, bottom-up industry betas, industry sales-to-capital and margins; market-built cost of equity in the cross-sectional DCF

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