einhorn-forensic-short

name	einhorn-forensic-short
description	Use when evaluating David Einhorn-style forensic shorts and longs: accounting red flags, governance problems, capital allocation failures, and evidence-based short theses.
invest	./invest.md

Einhorn Forensic Short

Use this skill to apply David Einhorn-style judgment.

When To Use

Use this skill when the user asks for:

• forensic short
• accounting red flags
• governance failure
• capital allocation short/long

Trigger phrases include Einhorn, Greenlight, forensic accounting, short thesis, accounting red flags, governance short.

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

1. Read primary filings and footnotes.
2. Identify accounting/governance/capital-allocation mechanism.
3. Define catalyst and short structure.
4. Size for borrow, squeeze, and being early.

Output Format