investment-research

Generates structured equity research reports using a four-investor value investing framework.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Direct AI stock analysis tends to produce vague, both-sides commentary without actionable conclusions. This Skill enforces a disciplined research workflow based on Buffett, Munger, Duan Yongping, and Li Lu methodologies, producing reports with explicit buy/hold/avoid verdicts, price ranges, and verified financial data. ## Core Features & Use Cases - Four-Master Analysis Framework: Evaluates business quality (Duan Yongping), economic moats (Buffett), inversion-based risk analysis (Munger), and long-term civilizational trends (Li Lu) across eight sequential modules. - Programmatic Data Verification: Cross-validates market cap, revenue, net income, and valuation metrics from at least two independent sources using tools/financial_rigor.py, with a 1% deviation threshold and mandatory post-report audit sampling. - Ten-Year Valuation Discipline: Computes terminal value via the perpetual growth model with hard constraints on discount rate, ROIC, and growth rate using tools/terminal_value.py, forbidding peer-analogy terminal multiples. - Use Case: Ask for a deep-dive on a company like Pinduoduo and receive a full Markdown report with an information-richness rating (A/B/C), three-scenario valuation, simulated commentary from all four investors, and a final decision table for different investor profiles. ## Quick Start Run a full investment research analysis on a company, for example: analyze whether Pinduoduo is worth buying at its current price using the four-master framework.

Frequently Asked Questions about investment-research

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

FAQPage Schema
How do I generate an AI investment research report on a stock?▼

Invoke the skill with a company name or ticker as the argument. It runs eight sequential modules covering data collection, business quality, moat, risks, management, industry trends, and valuation, then writes a complete Markdown report with explicit buy/hold/avoid conclusions and price ranges.

What data sources does the investment research framework use?▼

US stocks use macrotrends plus stockanalysis, Hong Kong stocks use aastocks plus macrotrends ADR, and A-shares use East Money plus cninfo. Every key data point must be confirmed by at least two independent sources, with deviations over 1% flagged.

How does the skill prevent LLM calculation errors in valuation?▼

All arithmetic goes through tools/financial_rigor.py for market cap, cross-validation, and valuation checks, and tools/terminal_value.py for ten-year IRR and terminal PE. Manual mental math by the model is explicitly forbidden for any computed figure.

Does the framework work for companies with little public information?▼

Yes. It assigns an information-richness rating of A, B, or C, and for C-level companies applies first-principles questioning instead of fabricating completeness. Reports must distinguish AI analysis confidence from actual investment certainty and list questions requiring field verification.

What are the limitations of AI-generated equity research?▼

Conclusions depend on available public data and cannot replace primary research like supply-chain interviews or product testing. The report explicitly separates data-backed findings from inference based on limited information, and historical frameworks do not guarantee future returns.