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SkillsMP 已收集 monarchjuno/vibe-investing 中的 18 个 Skill。打开任一 Skill 可查看来源和详情。
已展示 18 / 18 个已收集 Skill。
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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,…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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,…
原文语言：英语
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,…
原文语言：英语
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…
原文语言：英语