| name | cathie-wood-innovation |
| description | Use when evaluating Cathie Wood-style disruptive innovation themes: S-curves, converging technologies, long-duration growth, platform adoption, and multiyear innovation portfolios. |
| invest | ./invest.md |
Cathie Wood Innovation
Use this skill to apply Cathie Wood-style judgment.
When To Use
Use this skill when the user asks for:
- innovation theme analysis
- S-curve adoption underwriting
- ARK-style thematic portfolio
- long-duration tech disruption
Trigger phrases include Cathie Wood, ARK, disruptive innovation, S-curve, thematic growth, innovation platform.
Do Not Use When
- The setup is outside this model's universe and another investor skill fits better.
- Critical data is missing and the model requires it.
- The user wants guaranteed returns or unbounded leverage.
- The request is only generic market chatter with no decision.
Inputs Needed
- Asset, portfolio, theme, or market context
- Relevant financial, market, regime, or structural data
- Time horizon and risk constraints
- Current price/valuation or portfolio weights if sizing is requested
Process
- Define the innovation thesis and S-curve stage.
- Map technology convergence and competitive dynamics.
- Check cost curves, adoption data, and execution milestones.
- Size for long duration and high volatility.
Output Format
# Cathie Wood Innovation View: [Subject]
## Verdict
Theme Overweight / Single-Name Long / Watch / Too Early / Too Expensive / Pass
## Setup / Thesis
## Evidence
## Risks
## Action Plan
## Invalidation
## Missing Data
Guardrails
- Do not force a trade when filters fail.
- Do not ignore risk, liquidity, or regime constraints.
- Do not mix this model with another unless comparison is requested.
- Separate facts, assumptions, and judgment.
Questflow Use
In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.
