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Sample library

Sample cases from Huegoo.

Real cases Huegoo produced, across personas and use cases. Each one shows the brief behind it and the final output, with a citation on every slide.

Persona
Use case
Domain
  • CEOs
  • Consulting

GLP-1 re-rating

A cross-sector investment thesis arguing the largest profit-and-loss effects of GLP-1 drugs land outside pharma, in food, beverages, grocery, insurance, and fitness. The deck takes a clear stance: overweight the companies already re-betting in their filings, underweight the silent absorbers, and wire quarterly triggers that revise the position as the data moves.

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  • CEOs
  • Consulting

Rare-Earth Chokepoint

China refines 91 percent of the world's rare earths and makes 94 percent of its magnets, and the April 2025 export controls cut some flows more than 90 percent within weeks. This briefing sizes that leverage honestly. The chokepoint is downstream, fast and asymmetric, yet time-bounded: China is now a net importer and its share dilutes toward roughly 51 percent of mining and 76 percent of refining by 2030 to 2035. The stance is to bridge the acute 2027 to 2030 squeeze with stockpiles, qualified suppliers and design substitution, and to fund the 2030s crossover, rather than assume a permanent stranglehold.

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  • CEOs
  • Consulting

Humanoid Robots

Humanoid robots crossed from demo to pilot, and the capital is real: four banks project a $38B to $7T market and humanoid-specific VC reached $2.84B in 2025. But this readout argues the binding constraint is not funding. A structural 100,000-to-1 robot-data gap, an unsolved dexterity problem stuck near 30 percent success on unstructured tasks, and a China-controlled actuator supply chain gate the timeline. The conclusion for an investment committee is to underwrite supply chain and narrow first use-cases, not the headline TAM.

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  • CEOs
  • Decision deck

AI Capex Bubble

An investment-committee decision on whether to cut, hedge, or hold a fund's AI-infrastructure exposure. Big Tech is guiding roughly $725B of 2026 capex, up 77 percent, against about $75B of revenue earned today; demand is real and contracted but the financing is fragile and GPUs are booked over six years while they age out in two. The deck holds the demand-backed core, hedges the tail, tilts off the leveraged neoclouds, and pre-commits the tripwires that flip hold to cut.

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  • COOs
  • Decision deck

Strait of Hormuz

A decision deck turning the Hormuz 2026 closure into a standing chokepoint playbook. When the strait shut, war-risk cover ended commercial transit in five days and freight repriced 130 percent; a June ceasefire cut the price, not the war risk. The deck funds mapped exposure, second sources, numeric tripwires, and a drilled 72-hour protocol before the next closure.

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  • CEOs
  • Consulting

SpaceX IPO

A consulting read of SpaceX's record listing that argues the IPO is mostly a bet on xAI, a loss-making AI venture, not a space story. By its own S-1 the company files as software and puts 85 percent of its market in AI; the deck shows how to size and cap the exposure to the burn rather than the rockets.

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  • CEOs
  • Decision deck

Real-asset super cycle

An investment-committee decision on staging into real assets around the June 2026 Fed pivot. The structural case is strong: a record refinancing wall, central banks now holding more gold than Treasuries, and a Fed easing both policy and bank rules. But two binary events gate the near-term entry, so the deck holds a gold-led core now and releases the tactical add only on the Fed's dovish confirmation, never chasing the breakout and never sitting it out.

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