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SkillsMP has collected 1,313 skills from jeffreytse/grimoire-core. Open a skill to review its source and details.
jeffreytse/grimoire-coreShowing 40 of 1,313 collected skills.
Use when deciding whether to invest a lump sum immediately or spread it across regular intervals — e.g., "should I DCA or invest all at once?", "how do I invest a windfall/inheritance/bonus?", "lump-sum vs dollar-cost averaging"
Use when determining whether a market's primary trend is genuinely intact — requiring confirmation across multiple market averages and volume, and treating a trend as persisting until a clear, confirmed reversal signal appears, rather than reacting to every…
Use when a position has produced substantial gains during a rising market — deliberately selling before the peak and accepting leaving further gains on the table, rather than holding for the absolute top and risking a much larger reversal.
Use when screening growth stocks — favoring companies whose earnings growth rate is itself accelerating (growing faster than the prior period's growth rate), not merely companies with a high but stable or decelerating growth rate.
Use when a stock has dropped sharply on negative earnings or news — assessing whether the market has systematically overreacted relative to the fundamental impact, since documented research shows low-expectation stocks recover from negative surprises more…
Use when looking for new investment ideas — treating everyday consumer or professional observations (a product you love, a store you notice thriving) as a starting point for research, never as a substitute for it.
Use when selecting which industries to focus growth-stock research on — favoring "fertile fields" (industries still early in their growth cycle with significant runway) over mature industries, and holding positions through multiple business cycles as the…
Use when evaluating a growth stock qualitatively — checking a company against Philip Fisher's specific fifteen points covering sales growth potential, R&D commitment, profit margins, and management integrity, rather than relying on quantitative screens alone.
Use when sizing any individual trading or investment position — capping the maximum loss any single position can inflict to a small, fixed percentage of total capital, regardless of how strong the conviction behind that specific position is, so no single…
Use when evaluating a specific company as a potential short candidate — conducting detailed forensic analysis of financial statements for signs of aggressive accounting, revenue recognition manipulation, or outright fraud, rather than shorting based on…
Use when a single domestic market appears broadly overvalued or offers limited opportunity — searching across all countries and markets for the most undervalued opportunities globally, and buying specifically at the point of maximum pessimism in a given…
Use when assessing trend strength and potential trend changes on a price chart — plotting two groups of moving averages (short-term "trader" group and long-term "investor" group) and reading their relative separation and compression as a signal of trend…
Use when considering a stock in an industry currently generating intense media attention, a wave of new IPOs, or widespread public enthusiasm — screening for whether the enthusiasm reflects genuine, durable business economics before entering.
Use when choosing between actively managed funds and low-cost index funds, or building a simple diversified portfolio from a small number of funds — e.g., "should I pick stocks or index funds?", "what is a three-fund portfolio?", "active vs passive investing"
Use when deciding whether a specific proposed operation qualifies as investment or speculation — testing whether thorough analysis actually supports safety of principal and an adequate return, rather than assuming any stock purchase is automatically…
Use when setting up an overall investment approach — honestly classifying yourself as a defensive (passive, minimal-effort) or enterprising (active, willing to do substantial extra work) investor, and committing to that track's rules rather than drifting…
Use when considering margin debt or other borrowed capital to increase an equity position — evaluating why leverage's asymmetric risk of forced liquidation outweighs its return-amplifying appeal.
Use when observing an extreme market move, bubble, or crowd behavior — checking whether multiple psychological biases are compounding in the same direction simultaneously, producing an effect far larger than any single bias would explain alone.
Use when constructing a portfolio around both the best and worst companies identified through fundamental research — going long the strongest businesses and short the weakest, rather than expressing research conviction only on the long side.
Use when screening stocks for value — comparing a stock's P/E ratio against its total return potential (earnings growth plus dividend yield) rather than judging P/E or growth in isolation, favoring low-P/E stocks whose combined growth and yield justify a…
Use when a daily price quote is tempting an emotional reaction — treating the market as an erratic business partner who offers a price every day, and recognizing you're never obligated to transact with him just because he shows up.
Use when building a position in a stock or trade that is confirming the original thesis with favorable price movement — adding to the position incrementally as it moves in the expected direction, rather than committing the full intended size all at once at…
Use when choosing between a statistically cheap but mediocre business and a higher-quality business at a fair price — deciding what "cheap" should actually mean in an investment decision.
Use when analyzing a market trend that seems to be feeding on itself — checking whether participants' perceptions and actions are actively altering the fundamentals they're supposedly reacting to, creating a self-reinforcing feedback loop rather than a market…
Use when researching a specific company candidate — actively visiting stores, talking to employees, customers, suppliers, and competitors to gather firsthand information not available in financial filings.
Use when identifying an underperforming company with a significant, addressable gap between current value and potential value under different management or capital-allocation decisions — taking a meaningful ownership stake and actively pushing for specific…
Use when evaluating what kind of return and holding behavior to expect from a stock — classifying it as a slow grower, stalwart, fast grower, cyclical, turnaround, or asset play, and matching expectations and exit discipline to that category.
Use when building a trading strategy from statistical patterns in historical data rather than fundamental analysis or discretionary judgment — requiring every signal to be backtested and quantitatively validated before capital is committed, and removing…
Use when constructing a growth-oriented portfolio expecting most positions to underperform or fail, but a small number to multiply many times over — sizing and portfolio construction around a search for ten-baggers rather than uniform expected returns.
Use when evaluating a new investment opportunity — quickly sorting it into "yes," "no," or "too hard," and stopping further analysis immediately once it lands in the too-hard basket rather than continuing to grind through it.
Use when designing a systematic, rules-based trend-following approach — defining explicit, mechanical rules for entry (breakout confirmation), position sizing (volatility-based units), and exit, removing subjective, in-the-moment discretion from the trading…
Use when evaluating a company's financial risk as part of a stock investment decision — checking debt levels against the company's cash flow stability and cyclicality, since heavy debt removes the staying power a business needs to survive a downturn.
Use when applying Graham's specific quantitative criteria for defensive (conservative) stock selection — checking a candidate against numeric thresholds for valuation, debt, earnings stability, and dividend history rather than a qualitative-only assessment.
Use when evaluating whether a company's growth-through-acquisition strategy is creating or destroying value — checking for "diworsification," Lynch's term for unfocused, unrelated acquisitions that dilute a good core business.
Use when evaluating an investment in an emerging or frontier market — checking political stability, currency risk, corporate governance standards, and regulatory environment specifically, since these risk categories are structurally larger and different in…
Use when reviewing a company's financial statements for early warning signs — checking whether inventory is growing faster than sales, a signal of unsold goods piling up that often precedes reported earnings or margin deterioration.
Use when evaluating a company's management team as part of an investment decision — assessing whether they redeploy retained earnings at returns above the cost of capital rather than empire-building or value-destroying reinvestment.
Use when assessing a security's current volatility and relative price position — plotting bands a set number of standard deviations above and below a moving average, and reading band width and price position relative to the bands as signals of volatility…
Use when assessing a company's true distributable cash-generating power for valuation purposes — calculating owner earnings (reported earnings adjusted for maintenance capital expenditures) rather than relying on GAAP net income alone.
Use when valuing a growth stock — dividing the P/E ratio by the expected earnings growth rate to judge whether a stock's price is justified by its growth rate, rather than judging P/E in isolation.