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Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
Use when evaluating A-share limit-up (涨停板) setups through Chen Hao's sentiment and momentum lens: market emotion cycles, board strength, follow-through, and short-term aggressive momentum trading.
Use when evaluating stocks through Dan Bin's long-term compounder lens: buy great companies, hold through volatility, and let time do the work. Focus on consumer, pharma, and tech compounders.
Use when evaluating stocks through Deng Xiaofeng's cycle-and-industry lens: deep industry research, cycle position awareness, supply-demand dynamics, and buying leaders at cycle bottoms.
Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence.
Use when evaluating stocks through Feng Liu's weak-hand (弱者体系) reverse investing lens: assume you have less information, seek asymmetric risk/reward, buy at points of maximum pessimism, and manage position by probability.
Use when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.
| name | klarman-deep-value |
| description | Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience. |
| invest | ./invest.md |
Use this skill to apply Seth Klarman-style deep value: buy assets at large discounts to conservative value when complexity, illiquidity, distress, or forced selling creates a margin of safety.
Trigger phrases include Klarman, Baupost, margin of safety, deep value, distressed, liquidation value, and forced seller.
# Klarman View: [Asset]
## Verdict
Buy / Watchlist / Too Little Safety / Value Trap / Pass
## Conservative Value
## Margin Of Safety
## Mispricing Source
## Downside Protection
## Catalyst / Patience
## Invalidation
In Questflow, this skill is best used as a downside-first distressed and deep-value underwriting module.