| 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
- Underwrite long-term business quality.
- Estimate intrinsic value and value gap.
- Define catalyst: activism, ops, capital allocation, re-rating.
- 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.
