investment-checklist

Provide one or more company names or tickers, and the Skill walks each through six gates: circle of competence, business quality, moat, management, margin of safety, and position discipline. Each gate receives a 1-5 star score and the report ends with an explicit pass, fail, or gray-zone verdict.

Yes, the Skill accepts multiple companies separated by commas or spaces and collects data for each in parallel. It then produces a consolidated comparison table showing per-gate star ratings and core conclusions across all companies.

The Skill grades information richness as A, B, or C before analysis. For C-grade companies it avoids forcing conclusions, labels estimated figures with confidence levels, and marks the result as a gray zone requiring primary-source research rather than a fabricated verdict.

Unlisted companies are flagged as not listed with a brief note on possible indirect investment routes, and the full six-gate checklist is skipped. The final report marks them as N/A instead of producing a buy verdict.

The checklist depends on the accuracy and recency of collected financial data, so it mandates tool-based arithmetic instead of mental math and requires stating the data cutoff date. It is a screening framework to reject bad choices, not a guarantee of investment returns.