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SkillsMP has collected 271 skills from lyndonkl/claude. Open a skill to review its source and details.
lyndonkl/claudeShowing 40 of 271 collected skills.
Constructs a structured narrative linking a company's qualitative business story to quantitative valuation drivers (revenue growth, target margin, reinvestment efficiency, cost of capital, failure risk). Classifies the company within a 6-stage corporate life…
Classifies a company and routes it to the correct analytical treatment — life cycle stage, sector type, earnings status, ownership, distress markers, geography — then compiles the hard constraints that follow into classification.json. Use before any valuation…
Assesses who actually controls a company and whether management is accountable — board independence, dual-class and voting structures, cross-holdings and pyramids, the marginal investor, and the gap between stated and real accountability. Use in a corporate…
Estimates discount rates and the optimal financing mix — riskfree rate in any currency, equity risk premium including country risk, bottom-up and total betas, synthetic credit ratings from interest coverage, cost of debt, market value of debt, WACC, the…
Runs an intrinsic (discounted cash flow) valuation from value drivers — builds the year-by-year forecast with fading growth, margins and reinvestment, closes it with a terminal value, adjusts for failure risk, walks the bridge from operating assets to equity…
Matches the kind of debt a firm issues to the assets it finances — maturity, currency, fixed or floating, and features such as convertibility or commodity linkage — using asset duration and the sensitivity of firm value and operating income to interest rates,…
Maps every input a company analysis needs to where it comes from — filing line items, market data, Damodaran reference datasets, macro series — with units, update frequency, acceptable fallbacks and the consistency rules that bind them. Use when gathering…
Converts reported financial statements into valuation-ready numbers — capitalizes R&D into a research asset, capitalizes operating leases into debt, strips one-time items, normalizes cyclical or trough earnings, derives FCFF and FCFE, and computes invested…
Turns a point-estimate valuation into a distribution — samples the drivers you are least sure about from normal, lognormal, triangular, uniform or discrete-scenario distributions, re-runs the DCF engine on every draw, and reports percentiles, mean, standard…
Builds the business story behind a valuation and connects it to the drivers that carry value — market size, growth, margin, reinvestment efficiency and risk. Tests a narrative as possible, plausible and probable, and keeps the feedback loop open. Use when…
Prices options for valuation work — Black-Scholes with a cost-of-delay yield, binomial trees that allow early exercise, dilution-adjusted employee options for the equity bridge, equity in a heavily levered firm valued as a call on firm value, and implied…
Assesses whether a company returns the right amount of cash to shareholders. Computes FCFE over a history under three debt assumptions, compares it against dividends plus buybacks to give the cash surplus or deficit, places the firm in the dividend matrix of…
Evaluates a discrete investment, project or acquisition from its cash flow stream — NPV, IRR with every root reported when the stream has more than one, MIRR, profitability index and project selection under a capital budget, equivalent annuities and…
Prices a company against peers and the market with multiples — builds PE, PEG, PBV, EV/EBITDA, EV/EBIT, EV/Sales and EV/Invested Capital with the numerator/denominator consistency rule enforced, computes peer medians and quartiles, fits an…
Values companies the standard DCF cannot handle, across five branches — distress (failure probability from a bond price or rating, blended with the distress-sale outcome), financial service firms (equity excess return and FCFE against regulatory capital,…
Checks a finished valuation for internal consistency across its artifacts — currency agreement between cash flows and discount rate, terminal growth against the riskfree ceiling, reinvestment that pays for the growth assumed, perpetual excess returns, capital…
Attacks a finished valuation the way a skeptical reviewer would — hunts bias and verdict-first reasoning, checks that each risk is charged exactly once, tests whether growth is paid for, interrogates terminal value, reverse-engineers what the market price…
Assembles a finished company analysis into the deliverable a decision-maker reads — the executive summary, the value bridge, the assumptions that matter, the sensitivity range, and the recommendation with its catalysts and risks. Use when writing up a…
Moves prose deliberately between the concrete and the abstract and stops it stranding in the middle rung where bureaucratic prose lives. Tags every paragraph R1 (named particulars) to R4 (meaning), enforces run rules, detects the middle-rung trap, repairs it…
Derives a document's structure out of its own corpus instead of picking one off a menu, using John McPhee's coding-and-sorting procedure - cold read, short topic codes one per card, a strict chronology sort run against a strict theme sort, a logged list of…
Maps researched evidence onto Truby's twenty-two structural steps without fabricating the steps the evidence cannot fill. Runs the designing-principle discrimination test, step-fit triage (PRESENT / ABSENT / NOT APPLICABLE), per-slot warrant cards, the…
Builds the evidence ledger that narrative work is allowed to be built on, before any structure is chosen. Locks the frame (unit, denominator, window, population boundary), atomizes material into findings with evidence classes A-F and re-findable pointers,…
Stops a true set of facts from being assembled into a false story. Runs the retrospective slot audit, the outcome-blind rewrite (flip test, separation test), the inevitability audit with its overshoot check, the survivorship graveyard pass, the counterfactual…
Runs the hard gate on invention in fact-based narrative — a bright-line refusal sweep, an interior-state provenance ladder ([A] said-so / [B] contemporaneous document / [C] behavioural inference / [D] unsourced, where any [D] blocks publication), an…
Decides which narrative form a body of researched material can actually support, before any structure is imposed. Runs a six-question form-triage gate producing STORY NARRATIVE, EXPLANATORY NARRATIVE, MULTI-NODE GATHERING, or DO NOT NARRATE; runs the ABT…
Defines and validates the machine-readable contract that passes a narrative architecture between a structural agent and a drafting agent — architecture.json with evidence-backed slots, capped scene tags, gap dispositions, a DEAD column, and an escalation…
Builds a four-corner opposition web for narrative nonfiction and stops the writer from casting whoever lost as the villain. Runs Truby's four-corner worksheet (shared central moral problem, per-corner value clusters, distinct routes of attack,…
Writes quantities into prose so they land without overstating what the source supports. Applies a per-paragraph number-landing checklist (three numbers per paragraph, one per sentence, direction before magnitude, a comparison on the same screen), a…
Runs Jack Hart's Wordcraft line passes in strict order (Structure, Force, Brevity, Clarity, Rhythm, Humanity, Color, Voice, Mechanics) followed by a slop audit, one pass per edit class, with a claim-strength invariant that stops verb strengthening and hedge…
Builds scenes that are reported rather than generated, by running a four-slot SCAM qualification gate (Setting, Character, Action, Meaning) with a source required per slot, a scene floor and ceiling, the 1-of-20 telling-detail cut with a provenance veto, the…
Renders a market, protocol, institution, codebase, supply chain, disease, or ecosystem as a legible protagonist without faking agency. Builds the POSIWID character sheet (revealed objective function vs. stated purpose), the agency ledger of verb repairs, the…
Guides writing architecture planning using McPhee's structural diagramming method, helping select from 8 structure types (list, chronological, circular, dual/triple profile, pyramid, parallel, custom), create visual diagrams, and place gold-coin moments for…
Thicken a thin or missing conference-session abstract through targeted web research so short, noisy text becomes classifiable — pulling the speaker's recent work, the linked repo or paper, and the company/product to add signal. Every enriched claim carries…
The multi-agent communication and orchestration discipline for a staged pipeline whose stages each carry calibrated uncertainty. Agents talk through files with defined schemas and status fields (never free text); the orchestrator passes input paths plus an…
Build a personalized preference profile from a small number of well-chosen, cluster-grounded questions instead of a long survey. Represents the person's interests as an uncertainty region over the theme map, picks the single highest-information-gain…
Parse a heterogeneous conference program (markdown, HTML, PDF-derived text, or JSON) into normalized event records with per-field confidence scores and independent classification axes (topic, depth, format, prerequisites, recorded, capacity). Detects the…
Build a personal conference schedule as a constraint-optimization problem — hard constraints (no time overlap, room-to-room travel time, capacity/registration, the attendee's own must-attends and blackouts) plus a user-owned weighted objective trading…
Cluster a conference's event records into a small set of coarse themes with finer sub-clusters, an explicit outlier bucket, and soft (multi-membership) affinities — using the hybrid embed-then-label pipeline (embed abstracts, reduce, density-cluster, then…
Converts baseball and fantasy-baseball jargon into plain English for a user with zero baseball knowledge. Wraps every user-facing sentence produced by the MLB agent team (morning briefs, trade recommendations, waiver calls, chat summaries). Detects jargon…
Appends structured decision entries to the yahoo-mlb decision log (tracker/decisions-log.md) on behalf of any agent in the MLB team. Validates entries against the authoritative schema, serializes concurrent writes from parallel agents, and runs the Monday…