xbtlin/ai-berkshire

era-alpha

AI Berkshire skill: 时代α捕手：高增长核心资产的识别-验证-持有框架. Source: skills/era-alpha.md.

Source text: Mixed languages

investment-research

AI Berkshire skill: 投资研究：巴菲特-芒格-段永平-李录 四大师综合分析框架. Source: skills/investment-research.md.

Source text: Mixed languages

deep-company-series

AI Berkshire skill: 看懂XX公司（深度公司系列）：3-8 篇长文拆一家公司. Source: skills/deep-company-series.md.

Source text: Mixed languages

investment-team

AI Berkshire skill: 投研团队：四角色并行分析框架. Source: skills/investment-team.md.

Source text: Mixed languages

bottleneck-hunter

AI Berkshire skill: 供应链瓶颈猎手：AI驱动的全球产业链瓶颈套利. Source: skills/bottleneck-hunter.md.

Source text: Mixed languages

earnings-review

AI Berkshire skill: 财报精读：一手资料深度解读. Source: skills/earnings-review.md.

Source text: Mixed languages

financial-data

AI Berkshire skill: 财务数据获取与交叉验证规范. Source: skills/financial-data.md.

Source text: Mixed languages

income-investment

AI Berkshire skill: Income Investment: Durable and Opportunistic Distribution Analysis. Source: skills/income-investment.md.

thesis-drift

AI Berkshire skill: 投资论文漂移检测：分清事实变化与措辞变化. Source: skills/thesis-drift.md.

Source text: Mixed languages

dyp-ask

AI Berkshire skill: 段永平问答：以他的方式思考. Source: skills/dyp-ask.md.

Source text: Mixed languages

earnings-team

AI Berkshire skill: 财报精读团队：四大师并行解读 + 公众号发布. Source: skills/earnings-team.md.

Source text: Mixed languages

industry-funnel

AI Berkshire skill: 行业漏斗筛选：从全市场到 3 家的价值投资精选流程. Source: skills/industry-funnel.md.

Source text: Mixed languages

industry-research

AI Berkshire skill: 行业投资研究：产业链全景扫描 + 四大师个股分析框架. Source: skills/industry-research.md.

Source text: Mixed languages

investment-checklist

AI Berkshire skill: 巴菲特价值投资买入前 Checklist. Source: skills/investment-checklist.md.

Source text: Mixed languages

management-deep-dive

AI Berkshire skill: 管理层纵深研究：买股票就是买人. Source: skills/management-deep-dive.md.

Source text: Mixed languages

news-pulse

公司新闻脉搏：股价异动时快速归因。用 4 个并行 Agent 侦察公司事件/监管政策/行业对手/市场情绪，产出"事件时间线 + 异动主因判断 + 是否触发论文重审"。

Source text: Mixed languages

portfolio-review

AI Berkshire skill: 组合管理：从"研究公司"到"管理组合". Source: skills/portfolio-review.md.

Source text: Mixed languages

private-company-research

AI Berkshire skill: 未上市公司研究：多Agent并行深度研究框架. Source: skills/private-company-research.md.

Source text: Mixed languages

quality-screen

AI Berkshire skill: 去劣筛选：7条指标快速排除非一流公司. Source: skills/quality-screen.md.

Source text: Mixed languages

thesis-tracker

AI Berkshire skill: 投资论文追踪：买入后的纪律系统. Source: skills/thesis-tracker.md.

Source text: Mixed languages

wechat-article

AI Berkshire skill: 微信公众号文章：作者-编辑-读者三Agent协作. Source: skills/wechat-article.md.

Source text: Mixed languages

investment-memo-craft

Codex-only writing and layout overlay for AI Berkshire investment research reports. Use whenever Codex creates, rewrites, revises, or critiques company/industry/fund research reports, especially long-form Markdown reports that need financial rigor, readable…