What problem does it solve? When researching an industry like AI compute or innovative drugs, investors struggle to cover the whole market without missing candidates and to filter out story stocks with a consistent standard. This Skill runs a four-layer funnel that narrows 30-60 listed companies down to 3 final picks with documented elimination reasons at every stage. ## Core Features & Use Cases - Full-Market Scan: Builds a 30-60 company pool from trading activity, gainers, and market-cap leaders across A-shares, Hong Kong, US, and international markets, including pre-IPO candidates. - Five Hard-Metric Filter: Applies PE, ROE, operating cash flow, debt ratio, and moat rating criteria to cut the pool to 10 or fewer companies, with pass/fail tables and rejection reasons. - Four-Master Deep Analysis: Produces 800-1200 word analyses of the final 3 picks from Duan Yongping, Buffett, Munger, and Li Lu perspectives, ending with position sizing and buy-zone recommendations. - Use Case: Ask to funnel-screen the robotics industry and receive a report at reports/robotics-funnel-YYYYMMDD.md with the full scan table, elimination records, final 3-stock portfolio allocation, ETF alternatives, and a data audit checklist. ## Quick Start Run the industry funnel on the AI compute sector and produce a value-investing screening report with the final three stock picks.
