rt-lynch

Classify companies into Lynch categories and build buy/hold theses with PEG-based valuation checks.

28|11|Updated Apr 11, 2026
One-click install
npx skills add https://github.com/risingdream/roundtable --skill rt-lynch
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: rt-lynch
Source: https://github.com/risingdream/roundtable/tree/main/skills/investors/rt-lynch
Command: npx skills add https://github.com/risingdream/roundtable --skill rt-lynch

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Helps you avoid common stock-picking mistakes by converting real-world observations into disciplined, fundamentals-based buy ideas and clear decision rules.

Core Features & Use Cases

  • Category-first investing: Classifies companies into Lynch’s six categories (slow grower, stalwart, fast grower, cyclical, turnaround, asset play) to prevent category errors.
  • Two-minute drill discipline: Forces you to articulate what the business does, why it will win, what could break the thesis, and the price where your view fails before you commit capital.
  • Valuation sanity checks: Applies PEG as a quick filter so you don’t fall in love with stories that only work if growth is unrealistic.

Use case example: You see a company’s product everywhere (or notice weak demand where competitors are thriving), then you use this Skill to classify the company, build a thesis, and pressure-test downside risks using the type of homework Lynch demands.

Quick Start

Ask the AI: "As Peter Lynch, classify this company into one of your six categories and give me the two-minute drill, including what could go wrong and the price level where the thesis breaks."

Frequently Asked Questions about rt-lynch

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

FAQPage Schema
How do I turn consumer observations into a stock investment thesis?

To build a stock investment thesis from consumer observations, classify the company into one of Lynch's six categories, articulate a two-minute business explanation, and pressure-test downside risks using PEG-based valuation sanity checks.

What is the best way to classify stocks before building a buy and hold thesis?

The best way to classify stocks for a buy and hold thesis is to categorize them as slow grower, stalwart, fast grower, cyclical, turnaround, or asset play, preventing category errors before applying fundamental analysis and PEG valuation filters.

How do I use PEG ratio to check if a growth stock valuation is realistic?

To use PEG ratio for realistic growth stock valuation, apply it as a quick filter during your fundamental analysis to ensure you do not fall in love with investment stories that only work if the company's future growth is unrealistically high.

Can I use Lynch-style fundamental analysis for small and mid-cap stock discovery?

Yes, you can apply Lynch-style fundamental analysis for small and mid-cap stock discovery by combining real-world consumer insights with disciplined category classification and explicit downside risk checks to build an evidence-driven investment thesis.

What should a two-minute drill include for stock-picking analysis?

A two-minute drill for stock-picking analysis should explicitly articulate what the business does, why it will win, what could break the investment thesis, and the specific price level where your view fails before committing capital.

Why does my stock investment thesis break down without downside risk checks?

Your stock investment thesis breaks down without downside risk checks because real-world consumer insights alone cannot prevent category errors or validate whether the PEG-based valuation requires unrealistic growth assumptions to justify the current stock price.