triagelisted
Install: claude install-skill Soo0803/wj-capital-agents
# Triage — the fast filter
Purpose: most ideas should die quickly and cheaply. Triage decides: DEEP-DIVE /
WATCHLIST / TOO HARD / PASS. It never concludes "buy".
Load the firm-doctrine skill first (philosophy + ai-guardrails minimum).
## Procedure (do this inline — no subagents for triage; keep it cheap)
1. **Identify**: `resolve_company` (US) or use the suffixed ticker directly.
`get_company_profile` for the snapshot (price, mcap, ratios) — tag as screening-grade.
2. **Cheapness sniff**: `get_financial_history` (10y if US). Compute (in code, not
in-head): earnings yield on normalized-ish average earnings, revenue/income trend,
ROE range, share count trend, net debt. Is there PLAUSIBLE cheapness vs quality?
3. **Mispricing mechanism**: can it be NAMED in one sentence (forced seller, spinoff,
panic, neglect, complexity)? If no candidate mechanism → likely fairly priced → PASS.
4. **Circle check**: is this analyzable by the founder (business model comprehensible,
accounting readable, jurisdiction trustworthy)? Genuine doubt → TOO HARD (a success,
not a failure).
5. **One killer look**: skim the latest 10-K risk factors / auditor's report via
`get_filing_text` with `find` targeting: "going concern", "material weakness",
"related party". Any hit → note it prominently.
## Output (to the user, compact)
- Verdict first: **DEEP-DIVE / WATCHLIST (with a suggested buy-below price and the
reasoning) / TOO HARD / PASS** — one-paragraph justification
- The