Colin Alexander
Community@colinalexander · San Francisco
Agent Skills by Colin Alexander
Showing 20 vetted skills indexed across 1 GitHub repositories.
colinalexanderRisk Asymmetry Recognition
Validate investment payoff shapes for downside boundedness and upside optionality.
colinalexanderIntrinsic Value Estimation
Estimate business intrinsic value from owner earnings and cash flow statements.
colinalexanderlong_horizon_compounding
Simulate long-term investment growth with compounding interest calculations.
colinalexanderPermanent Capital Loss Avoidance
Flag permanent capital loss and leverage fragility in balance sheet analyses.
colinalexanderScale-Aware Decision Making
Assess capital scale impacts on investment returns and operational feasibility.
colinalexanderPatience as an Active Strategy
Evaluate whether delaying a decision preserves optionality and improves outcomes.
colinalexanderBusiness Quality Assessment
Assess business durability, simplicity, and competitive positioning for investment admissibility.
colinalexanderNarrative Resistance
Test investment narratives against underlying economic fundamentals.
colinalexanderOwner-Mindset Reasoning
Evaluate investment proposals through a permanent ownership and cash generation lens.
colinalexanderMarket Noise Immunity
Filter market sentiment and price movement from information altering intrinsic value.
colinalexanderCapital Allocation Judgment
Compare capital allocation opportunities against alternatives and assess reinvestment quality.
colinalexanderIncentive Alignment Analysis
Analyzes compensation structures and behavioral signals for incentive misalignment in investment and corporate settings.
colinalexanderError Recognition and Correction
Scan disconfirming evidence, attribute errors, and apply corrective actions.
colinalexanderSimplicity Preference
Assess complexity necessity and explainability in business processes and technical decisions.
colinalexanderLong-Horizon Compounding Orientation
Evaluate investment decisions for long-term compounding potential over decades.
colinalexanderGovernance and Trust Evaluation
Evaluate governance structures and integrity track records of capital stewards.
colinalexanderInstitutional Constraint Awareness
Review investment strategies against institutional legal, fiduciary, liquidity, and mandate constraints.
colinalexanderStructural Advantage Identification
Classify business advantage sources and assess durability against competitive responses.
colinalexanderMargin of Safety Enforcement
Evaluate investment price discounts against intrinsic value uncertainty and downside scenarios.
colinalexanderCircle of Competence Enforcement
Assess domain admissibility and require human oversight for knowledge boundary expansion.