Refine bottom-up analyst skill and valuation tooling

[eggmasonvalue]

Summary

• scale bottom-up research to the requested depth and narrow the skill to long-only, non-financial company analysis
• replace rigid source ordering, fixed memo metrics, arbitrary thresholds, and case-specific residue with claim-specific evidence and adaptable analytical lenses
• retain the evidence tags while making citations, estimates, assumptions, and inferences auditable
• correct normalization, ownership, governance, discount-rate, and enterprise-to-equity guidance
• rebuild the DCF and EPV scripts around explicit FCFF assumptions, strict validation, negative-to-positive forecasts, and factual reverse-DCF behavior

Validation

• uv run --frozen ruff check skills/bottom-up-analyst
• uv run --frozen ruff format --check skills/bottom-up-analyst
• python -m py_compile skills/bottom-up-analyst/scripts/dcf.py skills/bottom-up-analyst/scripts/epv.py
• npx markdownlint-cli2 \"skills/bottom-up-analyst/**/*.md\" \"skills/README.md\" \"context/MAP.md\"
• focused valid and invalid smoke commands for forward DCF, explicit FCFF forecast, two-stage reverse DCF, net-assets handling, and EPV
• git diff --check

No automated test suite, fixtures, or eval workspace were added.