investment-research

Generates structured equity research reports using a four-investor value investing framework.

16.4k|2.5k|Updated Apr 7, 2026
One-click install
npx skills add https://github.com/xbtlin/ai-berkshire --skill investment-research-xbtlin
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: investment-research
Source: https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/investment-research
Command: npx skills add https://github.com/xbtlin/ai-berkshire --skill investment-research-xbtlin

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Direct AI stock analysis tends to produce vague, both-sides commentary without actionable conclusions. This Skill enforces a disciplined research workflow based on Buffett, Munger, Duan Yongping, and Li Lu methodologies, producing reports with explicit buy/hold/avoid verdicts, price ranges, and verified financial data. ## Core Features & Use Cases - Four-Master Analysis Framework: Evaluates business quality (Duan Yongping), economic moats (Buffett), inversion-based risk analysis (Munger), and long-term civilizational trends (Li Lu) across eight sequential modules. - Programmatic Data Verification: Cross-validates market cap, revenue, net income, and valuation metrics from at least two independent sources using tools/financial_rigor.py, with a 1% deviation threshold and mandatory post-report audit sampling. - Ten-Year Valuation Discipline: Computes terminal value via the perpetual growth model with hard constraints on discount rate, ROIC, and growth rate using tools/terminal_value.py, forbidding peer-analogy terminal multiples. - Use Case: Ask for a deep-dive on a company like Pinduoduo and receive a full Markdown report with an information-richness rating (A/B/C), three-scenario valuation, simulated commentary from all four investors, and a final decision table for different investor profiles. ## Quick Start Run a full investment research analysis on a company, for example: analyze whether Pinduoduo is worth buying at its current price using the four-master framework.

Frequently Asked Questions about investment-research

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate an AI investment research report on a stock?

Invoke the skill with a company name or ticker as the argument. It runs eight sequential modules covering data collection, business quality, moat, risks, management, industry trends, and valuation, then writes a complete Markdown report with explicit buy/hold/avoid conclusions and price ranges.

What data sources does the investment research framework use?

US stocks use macrotrends plus stockanalysis, Hong Kong stocks use aastocks plus macrotrends ADR, and A-shares use East Money plus cninfo. Every key data point must be confirmed by at least two independent sources, with deviations over 1% flagged.

How does the skill prevent LLM calculation errors in valuation?

All arithmetic goes through tools/financial_rigor.py for market cap, cross-validation, and valuation checks, and tools/terminal_value.py for ten-year IRR and terminal PE. Manual mental math by the model is explicitly forbidden for any computed figure.

Does the framework work for companies with little public information?

Yes. It assigns an information-richness rating of A, B, or C, and for C-level companies applies first-principles questioning instead of fabricating completeness. Reports must distinguish AI analysis confidence from actual investment certainty and list questions requiring field verification.

What are the limitations of AI-generated equity research?

Conclusions depend on available public data and cannot replace primary research like supply-chain interviews or product testing. The report explicitly separates data-backed findings from inference based on limited information, and historical frameworks do not guarantee future returns.