← ClaudeAtlas

business-decoderlisted

Build a first-principles, plain-English understanding of any publicly listed company — the front-of-funnel lens applied BEFORE any valuation or thesis work. Covers what they do, how they make money, the need they serve, their customers, value-chain seat, ownership and control, the tailwind or headwind they ride, and whether it is a good, mediocre, or fragile business — translating ALL domain jargon (biology, physics, chemistry, engineering) into plain analogies a finance generalist gets. Trigger on "decode this business/company," "what does X actually do," "how does X make money," "understand this business," "is X a good business," "explain this company in plain English," "first-principles read on X," "I just heard about X." Industry-agnostic — biotech, photonics, industrials, software, anything. NOT for valuation, multiples, margins, or estimates (use a dedicated valuation skill); NOT for a buy/sell/short/mispricing view or sizing (use investment-council); NOT for fund or manager due diligence.
viktor-milev/claude-skills · ★ 1 · AI & Automation · score 72
Install: claude install-skill viktor-milev/claude-skills
# Business Decoder The first lens, applied before any numbers. Given any listed company — one you may be hearing about for the first time — this skill produces a plain-English memo that lets a finance-fluent generalist (think a CIO who is not a biologist, physicist, or engineer) *fundamentally understand the business from first principles*: what it does, how it makes money, the real need it serves, why it is or isn't a good business, and the structural force it rides. It sits at the front of the research funnel — **upstream of `investment-council`** (which pressure-tests a thesis or trade) and **upstream of all valuation work** (a dedicated valuation skill). Its job is comprehension and a *worth-deeper-work?* steer, never a buy/sell call and never a valuation. The defining quality bar is **de-jargoning**: every term from the underlying science or engineering is translated into a faithful plain-English analogy, with the precise term kept in a parenthetical so the reader can verify. Finance and strategy vocabulary is fair game; domain-technical vocabulary is not. This bar is hardest — and matters most — in deep-tech and biotech, so it is treated as a cross-cutting discipline, not a section. See `references/de-jargoning.md`. --- ## CHANGELOG **v1.3** — Surgical patch from an independent adversarial QC audit (no spine, template, or Numbers-Line-core changes; description still frozen sub-1,024). Tightened the **mode/framing interaction**: the mode recommendation is a non-blo