Xbt Lin
Community@xbtlin
Exploring LLMs × value investing
Agent Skills by Xbt Lin
Showing 22 vetted skills indexed across 1 GitHub repositories.
xbtlinincome-investment
Analyzes dividend durability, coverage, and portfolio fit to classify income investments.
xbtlininvestment-memo-craft
Structures investment research into decision-ready Markdown research reports with valuation and action guidance.
xbtlinthesis-tracker
Creates and tracks investment theses with quarterly assumption checks and red-line triggers.
xbtlininvestment-research
Generates structured equity research reports using a four-investor value investing framework.
xbtlininvestment-team
Coordinates four parallel research agents to produce multi-perspective stock investment analysis reports.
xbtlinera-alpha
Identifies and validates high-growth alpha stocks in core industries using a five-step research framework.
xbtlinportfolio-review
Analyzes investment portfolios for concentration, correlation, opportunity cost, and rebalancing recommendations.
xbtlindyp-ask
Answers user questions by role-playing investor Duan Yongping's philosophy and reasoning style.
xbtlinbottleneck-hunter
Scans global supply chains to identify bottleneck components and related listed companies.
xbtlinfinancial-data
Cross-validate financial data from dual sources with error-rate thresholds and source attribution.
xbtlinearnings-team
Analyzes earnings reports through four parallel investor perspectives and produces publishable articles.
xbtlinearnings-review
Analyzes company earnings reports using primary sources and structured financial verification.
xbtlinprivate-company-research
Researches private companies using six parallel agents for valuation and risk analysis.
xbtlinmanagement-deep-dive
Researches company management integrity, capital allocation, and governance from public information.
xbtlinquality-screen
Screens listed companies against seven financial quality metrics to exclude non-first-tier stocks.
xbtlinwechat-article
Generates publish-ready WeChat articles through author, editor, and reader agent collaboration.
xbtlindeep-company-series
Writes a 3-8 part long-form deep research article series analyzing a single public company.
xbtlinnews-pulse
Attributes stock price movements by scouting company events, regulations, industry peers, and market sentiment.
xbtlinindustry-research
Conducts industry chain investment research with four-master stock analysis framework.
xbtlininvestment-checklist
Evaluates stocks against a six-gate Buffett value investing checklist with scored ratings.
xbtlinthesis-drift
Detects investment thesis drift by comparing evidence across dated research report snapshots.
xbtlinindustry-funnel
Screens an industry from full market scan down to three value-investing stock picks.
Frequently Asked Questions About Xbt Lin
FAQPage SchemaWhat tasks can I perform with Xbt Lin's AI Berkshire skills?▼
You can conduct value-investing research end to end: screen industries and companies, analyze earnings reports, evaluate management quality, build investment memos with buy/hold/sell signals, track post-purchase theses, detect thesis drift, review portfolios, and publish WeChat articles.
Who are these investment research skills designed for?▼
They target value investors, equity researchers, and fund analysts who follow Buffett-Munger-Duan Yongping-Li Lu frameworks. Both public-market stock pickers and researchers analyzing private companies can apply the parallel multi-role analysis and checklist-driven buy disciplines.
How do the skills work together in a typical research process?▼
A typical flow starts with industry-funnel and quality-screen to filter candidates, then investment-research or earnings-review for deep analysis, investment-checklist before buying, and thesis-tracker plus thesis-drift for post-purchase discipline. News-pulse attributes sudden price moves to trigger re-review.
Do the skills support private companies and content publishing?▼
Yes. The private-company-research skill runs multi-agent parallel deep research on unlisted firms, while wechat-article, earnings-team, and deep-company-series produce long-form WeChat-ready content through author-editor-reader collaboration and multi-part company breakdowns.
What analytical frameworks underpin the stock analysis skills?▼
The skills encode a four-master framework combining Buffett, Munger, Duan Yongping, and Li Lu perspectives, plus specialized lenses: supply-chain bottleneck hunting, era-alpha growth asset identification, income/distribution durability analysis, and management deep-dives treating stock purchases as buying people.