What problem does it solve? Strategy analysis of a real company often drifts into storytelling without evidence: runaway narratives, ungraded bets, and acquisition claims accepted at face value. This Skill supplies fourteen distilled concept notes from Aswath Damodaran's teaching on narrative and numbers, giving the analyst base rates, screens, and procedures to grade every strategic claim by evidence. ## Core Features & Use Cases - Fourteen concept notes as on-demand references: Each note follows the same shape — core idea, formulas, a numbered procedure, reference data, and a worked example — covering bias declaration, runaway stories, life-cycle staging, possible/plausible/probable grading, big-market-delusion tests, acquisition empirics, synergy delivery odds, and objective-function audits. - Strategist report skeleton: A Markdown template for the full strategist report, from executive brief through bets, tactics, operational surface, and verdict, with placeholders to fill. - Use Case: When auditing a company's claimed synergy from an acquisition, load the synergy-delivery-odds note to apply the McKinsey realization base rates (70% of mergers miss revenue synergies), haircut revenue synergies for customer attrition, and score the deal against the seven-sins checklist. ## Quick Start Load the runaway-stories note from this skill and use its three-ingredient screen to assess whether the company narrative I describe is at risk of being a runaway story.
