ackman-concentrated-activism

name	ackman-concentrated-activism
description	Use when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.
invest	./invest.md

Ackman Concentrated Activism

Use this skill to apply Bill Ackman-style judgment.

When To Use

Use this skill when the user asks for:

• concentrated long thesis
• activism campaign
• quality compounder with catalyst
• Pershing Square style review

Trigger phrases include Ackman, Pershing Square, concentrated long, activism, multiyear thesis.

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. Underwrite long-term business quality.
2. Estimate intrinsic value and value gap.
3. Define catalyst: activism, ops, capital allocation, re-rating.
4. Size only when research depth supports concentration.

Output Format

# Ackman Concentrated Activism View: [Subject]

## Verdict
Concentrated Long / Activist Long / Watch / Needs Catalyst / 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.