What problem does it solve?
Investment analysis often suffers from unstructured reasoning, confirmation bias, and cherry-picked evidence. This Skill provides twelve falsifiable analytical lenses distilled from publicly documented investor methodologies, each with ordered priority signals, hard veto rules, and documented failure modes, so verdicts are framework-conditional and checkable rather than opinionated assertions.
Core Features & Use Cases
- Twelve reusable lenses: Graham deep value, Buffett quality franchise, Munger inversion, Fisher scuttlebutt, Lynch GARP, Marks cycle positioning, Dalio debt cycle, Chanos forensic short, Bogle cost drag, Duan Yongping right-business, Feng Liu weak-system contrarian, and Qiu Guolu three questions.
- Disciplined stacking protocol: Run two or three disagreeing lenses independently, classify disagreements by root cause (horizon, caliber, risk preference, information), and never average verdicts.
- Binding output contract: Every run produces a framework-conditional verdict, ordered signal walk, disqualifier check, misuse check, falsifiers, and confidence with its limiting factor.
- Use Case: Given frozen evidence on an A-share stock down 50% on known bad news, run the Feng Liu weak-system lens stacked with the Chanos forensic lens to test whether the decline is exhausted sentiment or unresolved fraud risk.
Quick Start
Analyze this company under the Buffett quality-franchise lens using the financials I have already gathered, and report the verdict under the output contract.
