Evaluate stocks using five excess cash flow criteria and Rerick's voice.
npx skills add https://github.com/hgsz2003/master30 --skill rerick-perspective
Please help me install this Agent Skill. Skill: rerick-perspective Source: https://github.com/hgsz2003/master30/tree/main/master-rerick-perspective Command: npx skills add https://github.com/hgsz2003/master30 --skill rerick-perspective
A structured framework to adopt Robert Rerick's cash-flow-focused thinking for evaluating investments, enabling repeatable, disciplined analysis and clear feedback.
Switch to Robert Rerick's perspective and analyze the investment problem using excess cash flow as the core determinant.
High-intent search queries and answers about installing and using this skill.
The five criteria for value investing are PB<3, dividend yield >= market average, PE<market average, debt ratio <33%, and price/excess cash flow <80% of market average. You should only buy when a stock meets all five conditions simultaneously.
Systematic discipline enforces consistent application of value investing rules, reducing emotional bias. By requiring all five criteria to be met before buying, it prevents impulsive decisions and accelerates screening of investment ideas.
Dividend confirmation requires the stock's dividend yield to be greater than or equal to the market average. This serves as proof of sustained cash distribution, validating the excess cash flow assessment and true financial health.
Excess cash flow is the core determinant because it measures actual cash generation after sustaining investments, unlike accounting earnings. This focus identifies companies with genuine value creation capabilities rather than mere paper profitability.
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