xbtlin
UserAI 时代的伯克希尔：基于 Claude Code / Codex 的价值投资研究框架。巴菲特·芒格·段永平·李录四大师方法论 + 多Agent并行研究。| AI-era Berkshire: a value investing research framework built for Claude Code / Codex. 4 masters' methodologies + multi-agent adversarial analysis.
Categories
Indexed Skills (20)
bottleneck-hunter
AI Berkshire skill: 供应链瓶颈猎手：AI驱动的全球产业链瓶颈套利. Source: skills/bottleneck-hunter.md.
deep-company-series
AI Berkshire skill: 深度公司系列：8 篇长文拆一家公司. Source: skills/deep-company-series.md.
dyp-ask
AI Berkshire skill: 段永平问答：以他的方式思考. Source: skills/dyp-ask.md.
earnings-review
AI Berkshire skill: 财报精读：一手资料深度解读. Source: skills/earnings-review.md.
earnings-team
AI Berkshire skill: 财报精读团队：四大师并行解读 + 公众号发布. Source: skills/earnings-team.md.
financial-data
AI Berkshire skill: 财务数据获取与交叉验证规范. Source: skills/financial-data.md.
income-investment
AI Berkshire skill: Income Investment: Durable and Opportunistic Distribution Analysis. Source: skills/income-investment.md.
industry-funnel
AI Berkshire skill: 行业漏斗筛选：从全市场到 3 家的价值投资精选流程. Source: skills/industry-funnel.md.
industry-research
AI Berkshire skill: 行业投资研究：产业链全景扫描 + 四大师个股分析框架. Source: skills/industry-research.md.
investment-checklist
AI Berkshire skill: 巴菲特价值投资买入前 Checklist. Source: skills/investment-checklist.md.
investment-memo-craft
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.
investment-research
AI Berkshire skill: 投资研究：巴菲特-芒格-段永平-李录 四大师综合分析框架. Source: skills/investment-research.md.
investment-team
AI Berkshire skill: 投研团队：四角色并行分析框架. Source: skills/investment-team.md.
management-deep-dive
AI Berkshire skill: 管理层纵深研究：买股票就是买人. Source: skills/management-deep-dive.md.
news-pulse
公司新闻脉搏：股价异动时快速归因。用 4 个并行 Agent 侦察公司事件/监管政策/行业对手/市场情绪，产出"事件时间线 + 异动主因判断 + 是否触发论文重审"。
portfolio-review
AI Berkshire skill: 组合管理：从"研究公司"到"管理组合". Source: skills/portfolio-review.md.
private-company-research
AI Berkshire skill: 未上市公司研究：多Agent并行深度研究框架. Source: skills/private-company-research.md.
thesis-drift
AI Berkshire skill: 投资论文漂移检测：分清事实变化与措辞变化. Source: skills/thesis-drift.md.
thesis-tracker
AI Berkshire skill: 投资论文追踪：买入后的纪律系统. Source: skills/thesis-tracker.md.
wechat-article
AI Berkshire skill: 微信公众号文章：作者-编辑-读者三Agent协作. Source: skills/wechat-article.md.
Bio shown is the top-scored skill's repo description as a fallback — real GitHub bios land in a future update.