claudegoodies
Skill

investment-memo-craft

From xbtlin

Codex-only writing and layout overlay for AI Berkshire investment research reports. Use whenever Codex creates, rewrites, revises, or critiques company/industry/fund research reports, especially long-form Markdown reports that need financial rigor, readable business mechanics, contrarian analysis, valuation-to-action guidance, investor-specific recommendations, restrained typography, and clear buy/hold/sell signals. Do not use this to modify Claude Code slash-command sources.

Applies a writing/layout template for Codex-generated long-form investment research reports in Markdown.

Use it when

  • Codex is drafting or revising a company/industry/fund research report
  • You need business mechanics, moat analysis, and bear-case reasoning structured consistently
  • You want valuation turned into price bands and buy/hold/sell action signals
  • You're producing Chinese-titled, dated research report files with stepped section headings

Skip it if

  • Explicitly Codex-only; not usable for Claude Code slash-command sources
  • Doesn't provide financial data, valuation tools, or primary-source verification itself
  • Overkill for short notes or anything other than long-form Markdown research reports

Facts

Repository
xbtlin/ai-berkshire
Status
Actively maintained
Last commit
Source file
codex-skills/investment-memo-craft/SKILL.md

Source preview

The instructions Claude Code reads when this skill runs.

# Investment Memo Craft

## Purpose

Turn investment research into a decision-ready Codex research report. Keep the data discipline of the underlying research skill, but make the output easier for an investor to use: concrete business mechanics, sharp inverse thinking, explicit opportunity cost, action thresholds, and calm Markdown typography.

Use this as a writing and judgment overlay. It does not replace financial-data rules, primary-source checks, valuation tools, or report audit tooling.

For long-form AI Berkshire outputs, title the artifact as a "research report" by default. Use "investment memo" only when the user explicitly asks for a memo format.

This is a Codex-only hand-written skill kept under `codex-skills/` for simple installation. Do not add a same-named `skills/investment-memo-craft.md` source unless intentionally adopting this workflow for Claude Code too.

## Core Workflow

1. Open with context; reserve the full decision for after the evidence.
   - In the first screen, state the research date, price, market cap, valuation, and a short thesis.
   - Do not front-load the full buy/hold/sell table unless the user explicitly asks for an executive memo.
   - Put the detailed recommendation, investor-specific actions, and price bands near the end, after business quality, risk, and valuation have been argued.
   - Separate "good business" from "good investment at t
View full source on GitHub →

Other skills