Agent Skills by talentedleo
Showing 32 vetted skills indexed across 2 GitHub repositories.
Talentedleoli-lu
Analyzes credit and prepayment risk in asset-backed securities portfolios.
Talentedleoseth-klarman
Evaluate investments using Seth Klarman's risk-averse value framework.
Talentedleocliff-asness
Guide multi-factor portfolio decisions using Cliff Asness factor-investing principles.
Talentedleojean-marie-eveillard
Assess stocks and portfolios using Jean-Marie Eveillard's downside-risk framework.
Talentedleojoel-greenblatt
Rank stocks by ROC and earnings yield using Greenblatt's Magic Formula.
Talentedleoterry-smith
Evaluate stock quality using ROCE, margins, and moat criteria.
Talentedleonick-sleep
Evaluate companies for Scale Economies Shared via customer price-sharing and flywheel dynamics.
Talentedleochuck-akre
Evaluate companies against Chuck Akre's Three-Legged Stool framework.
Talentedleoed-thorp
Quantify investment opportunities with probability distributions and Kelly bet sizing.
Talentedleopat-dorsey
Classify competitive advantages into five moat sources and assess durability.
Talentedleonick-train
Map companies to Nick Train's eternal franchise and permanent equity frameworks.
Talentedleomohnish-pabrai
Applies Dhandho investing framework to screen stocks via checklist-based decision heuristics.
Talentedleopaul-tudor-jones
Generate macro trading plans with 1% risk and 5:1 reward filters.
Talentedleojohn-templeton
Analyzes stocks using Templeton's contrarian framework and16 rules for investment success.
Talentedleohoward-marks
Apply Howard Marks's investment philosophy to assess cycle positioning and price versus value.
Talentedleotom-russo
Evaluate companies using Tom Russo's Capacity to Reinvest and Capacity to Suffer lenses.
Talentedleopeter-thiel
Evaluates startups using Peter Thiel's contrarian, monopoly-first framework and seven questions heuristics.
Talentedleogreg-abel
Summarize Greg Abel's operational philosophy and leadership approach for Berkshire Hathaway subsidiaries.
Talentedleobill-ackman
Frame and test high-conviction activist investment theses for target companies.
Talentedleomichael-burry
Identify market bubbles and mispricings using margin-of-safety and supply-side analysis.
Talentedleogeorge-soros
Identify reflexive investment opportunities using Soros' reflexivity framework.
Talentedleocathie-wood
Distill Cathie Wood's disruptive-innovation framework into five-year investment theses.
Talentedleocharlie-munger
Consolidate Charlie Munger's mental models into a practical decision framework.
Talentedleoaswath-damodaran
Apply scenario-based DCF and relative valuation with probability weighting.