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SkillsMP는 monarchjuno/vibe-investing에서 18개의 skill을 수집했습니다. skill을 열어 소스와 세부 정보를 확인하세요.
수집된 skill 18개 중 18개를 표시합니다.
Automatically analyze a company or company-related finance situation from a short user prompt such as a company name, "analyze [company]," M&A, LBO, IPO, debt, credit, or risk requests. Use when an agent must infer the correct valuation and finance framework…
원문 언어: 영어
Fetch financial, market, economic, fundamental, news, options, crypto, ETF, index, and macro data through the OpenBB Python interface instead of the OpenBB MCP server. Use when an agent needs current or historical data from OpenBB-supported providers, needs…
원문 언어: 영어
Analyze a company, sector situation, or valuation question through Aswath Damodaran's lens. Use when the analysis should start with the business story, connect that story to revenue growth, margins, reinvestment, and risk, then judge valuation through…
원문 언어: 영어
Analyze an investment through Benjamin Graham's conservative value-investing lens. Use when the analysis should focus on margin of safety, balance-sheet strength, earnings stability, Graham-style valuation measures such as Graham Number or net-net logic, and…
원문 언어: 영어
Analyze an investment through Bill Ackman's concentrated activist lens. Use when the analysis should focus on high-quality businesses, durable moats, free-cash-flow generation, capital allocation, valuation support, and the presence or absence of catalysts,…
원문 언어: 영어
Analyze an investment through Cathie Wood's disruptive-innovation lens. Use when the analysis should focus on breakthrough technology, large total addressable markets, multi-year growth optionality, platform scalability, and management willingness to invest…
원문 언어: 영어
Analyze an investment through Charlie Munger's quality-first lens. Use when the analysis should emphasize durable business quality, incentives, management character, capital allocation, multidisciplinary thinking, avoidance of complexity or fragility, and…
원문 언어: 영어
Analyze an investment through Michael Burry's hard-number contrarian lens. Use when the analysis should focus on deep value, downside protection, balance-sheet skepticism, free-cash-flow and EV-based valuation, market overreaction, and the presence of…
원문 언어: 영어
Analyze an investment through Mohnish Pabrai's Dhandho-style lens. Use when the analysis should prioritize low-risk high-uncertainty opportunities, downside protection first, simplicity, cloning proven ideas, high free-cash-flow yield, limited leverage, and…
원문 언어: 영어
Analyze an investment through Nassim Taleb's antifragility and tail-risk lens. Use when the analysis should focus on fragility versus antifragility, convexity, downside asymmetry, skin in the game, hidden blow-up risk, and whether volatility, leverage, or…
원문 언어: 영어
Analyze an investment through Peter Lynch's practical growth-at-a-reasonable-price lens. Use when the analysis should focus on understandable businesses, everyday-product intuition, PEG and growth quality, debt discipline, the possibility of a ten-bagger, and…
원문 언어: 영어
Analyze an investment through Phil Fisher's scuttlebutt-driven growth lens. Use when the analysis should focus on management quality, long-duration growth potential, R&D and product pipeline, durable margins, qualitative competitive advantage, and whether…
원문 언어: 영어
Analyze an investment through Rakesh Jhunjhunwala's long-term growth-and-value lens. Use when the analysis should focus on circle of competence, economic moat, management quality, financial strength, margin of safety, return metrics such as ROE, and whether…
원문 언어: 영어
Analyze an investment through Stanley Druckenmiller's asymmetric-opportunity lens. Use when the analysis should focus on growth, momentum, sentiment, macro or narrative inflection, catalyst paths, downside control, and whether the opportunity offers enough…
원문 언어: 영어
Analyze an investment through Warren Buffett's long-term quality-and-value lens. Use when the analysis should stay inside circle of competence, emphasize moat, management quality, financial strength, intrinsic value versus price, and durable long-term…
원문 언어: 영어
Analyze traditional market context for an investment case by identifying the current regime, cycle position, market expectations, liquidity and macro transmission, positioning and crowd psychology, risk asymmetry, and reflexive feedback loops between price,…
원문 언어: 영어
Design, evaluate, and challenge quantitative investment ideas using an integrated research workflow that covers factor and asset-pricing logic, signal generation, signal validation, backtesting, overfitting defense, technical-analysis signals, data hygiene,…
원문 언어: 영어
Package investing analysis into a publishable financial-report style with institutional section flow, thesis framing, valuation context, catalysts, risks, tables, and financial charts. Use when an agent needs to turn existing research into a broker-style or…
원문 언어: 영어