management-deep-dive

Researches company management integrity, capital allocation, and governance from public information.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Standard investment analysis often evaluates management superficially through resumes and shareholding ratios, missing the deeper question of whether executives are trustworthy and capable capital allocators. This Skill performs a structured deep-dive into a company's leadership using public information, tracking whether promises match delivery and how management behaves under pressure. ## Core Features & Use Cases - Promise-vs-Delivery Tracking: Extracts specific commitments from earnings calls and shareholder letters, then computes a fulfillment rate to score management integrity. - Capital Allocation Audit: Reviews every major M&A deal, buyback, dividend, and new business investment over five years with per-decision scoring. - Side-Channel Verification: Cross-checks employee reviews, customer feedback, and industry reputation to validate what management claims. - Use Case: When researching a company like Meituan or Pinduoduo and the management score from standard research is uncertain, run this Skill to produce a weighted integrity/capability/governance report saved to the reports directory. ## Quick Start Ask the AI to run a management deep-dive on a company or person, for example: run a management deep-dive on Wang Xing of Meituan.

Frequently Asked Questions about management-deep-dive

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

FAQPage Schema
How do I evaluate company management quality for stock investing?

Evaluate management by tracking promise-versus-delivery records from earnings calls, auditing capital allocation decisions like M&A and buybacks, and reviewing behavior during crises. This Skill structures that process into a weighted score covering integrity, capability, and governance.

How to assess CEO integrity using public information?

Extract specific commitments from shareholder letters and earnings calls over the past three years, then compute a fulfillment rate. Above 80 percent indicates strong reliability, while below 40 percent signals the management cannot be trusted.

What input formats does this management research skill accept?

It accepts either a company name alone or a person name paired with a company name, such as a ticker-less query like a founder plus their company. It identifies the CEO, CFO, founder, and actual controller before starting research.

Can AI evaluate management without meeting executives in person?

Yes, through side-channel verification of public data: employee reviews on Glassdoor, customer and merchant feedback, industry reputation, and historical decision records. The Skill labels information gaps and source availability rather than fabricating certainty.

What are the limitations of AI-based management analysis?

It cannot replicate face-to-face judgment and depends on publicly searchable content, so platforms requiring login may be incomplete. The Skill marks such gaps as gray areas and notes where users should supplement data manually.