#value-investing

可安装的开源金融分析 skill：穿透价格隐含预期、产业瓶颈、政策约束、利润池与一致预期反转。支持 Codex、Claude Code、OpenClaw。

巴菲特/林奇范式 A股+港股价值投资分析工具：4 类行业 profile + 5 数据源 + LLM 定性分析

Theme-driven small-cap deep-dive Claude Code skill: enumerate a theme's small-cap universe from SEC filings, mechanically de-risk (going-concern / death-spiral / material-weakness), then run disciplined, falsifiable due diligence with forced disconfirmation and base-rate priors. Discipline as moat, not a stock picker.

A gated, moat-first elimination funnel for judging business quality — a Claude Skill. Nine gates in fixed order, HALT at the first failure, valuation deferred to gate 7, and no composite score, ever.