Investorskills skill for Codex

Skills (63)

• a16z-crypto — Use when evaluating crypto networks and companies through an a16z crypto lens: web3 adoption, infrastructure vs apps, open networks, and long-duration crypto ecosystem investing.
• a16z-techno-optimist — Use when evaluating startups or tech platforms through an a16z-style lens: technology adoption, market creation, platform power, AI/crypto/software narratives, and bold long-duration tech bets.
• ackman-concentrated-activism — Use when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.
• ansem-crypto — Use when evaluating crypto narratives, attention rotation, memecoin cycles, Solana-style ecosystem momentum, social distribution, and reflexive retail flows in an Ansem-style crypto market framework.
• arthur-hayes-liquidity — Use when evaluating crypto markets through an Arthur Hayes-style liquidity lens: dollar liquidity, funding, risk appetite, cycle psychology, and macro-driven crypto positioning.
• buffett — Use when evaluating a business through Buffett-style ownership, owner earnings, durable moat, management quality, capital allocation, and margin-of-safety judgment.
• burry-asymmetric-contrarian — Use when evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven downside/upside.
• cathie-wood-innovation — Use when evaluating Cathie Wood-style disruptive innovation themes: S-curves, converging technologies, long-duration growth, platform adoption, and multiyear innovation portfolios.
• chenhao-limit-up — Use when evaluating A-share limit-up (涨停板) setups through Chen Hao's sentiment and momentum lens: market emotion cycles, board strength, follow-through, and short-term aggressive momentum trading.
• cobie-cycle-filter — Use when evaluating crypto decisions through a Cobie-style cycle filter: common-sense risk, narrative traps, leverage humility, and avoiding obvious stupid trades.
• coleman-tiger-growth — Use when evaluating Tiger Cub / Chase Coleman-style growth investing: scalable tech platforms, network effects, unit economics, growth duration, and concentrated growth longs.
• cryptocred-structure — Use when evaluating crypto charts through a CryptoCred-style structure lens: levels, confluence, market structure, risk definition, and educational technical process.
• dalio-principles-allweather — Use when evaluating portfolios through Ray Dalio-style economic machine, debt cycles, diversification, risk parity, and all-weather asset allocation.
• danbin-longterm-compounder — Use when evaluating stocks through Dan Bin's long-term compounder lens: buy great companies, hold through volatility, and let time do the work. Focus on consumer, pharma, and tech compounders.
• darvas-box — Use when evaluating Nicolas Darvas-style box breakouts, new-high momentum, volume confirmation, and mechanical stop placement for liquid growth stocks.
• delphi-thematic-crypto — Use when evaluating crypto sectors through a Delphi-style thematic research lens: sector maps, tokenomics, narrative timing, and research-driven crypto allocation.
• dengxiaofeng-cycle-industry — Use when evaluating stocks through Deng Xiaofeng's cycle-and-industry lens: deep industry research, cycle position awareness, supply-demand dynamics, and buying leaders at cycle bottoms.
• druckenmiller — Use when evaluating top-down macro trades, liquidity regimes, currency/rates/equity themes, concentrated risk-taking, and quick loss-cutting in a Stanley Druckenmiller style.
• duanyongping-benfen-value — Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence.
• einhorn-forensic-short — Use when evaluating David Einhorn-style forensic shorts and longs: accounting red flags, governance problems, capital allocation failures, and evidence-based short theses.
• fengliu-reverse-weakhand — Use when evaluating stocks through Feng Liu's weak-hand (弱者体系) reverse investing lens: assume you have less information, seek asymmetric risk/reward, buy at points of maximum pessimism, and manage position by probability.
• founders-fund-contrarian — Use when evaluating startups through a Founders Fund-style lens: contrarian conviction, hard tech, bold product ambition, non-consensus markets, and high-upside company building.
• graham-net-net — Use when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.
• grayscale-crypto-sectors — Use when evaluating crypto through a Grayscale-style Crypto Sectors lens: sector taxonomy, FTSE/Grayscale index eligibility, fee/usage fundamentals, sector-share valuation, ETP/trust wrappers, and Zcash-style privacy-as-money theses.
• greenblatt-special-situations — Use when evaluating Joel Greenblatt-style special situations: spinoffs, restructurings, merger securities, forced selling, magic formula quality/value screens, and event-driven mispricing.
• gundlach-bonds
• hindenburg-investigation
• hohn-concentrated-quality
• hsaka-crypto-ta
• icahn-activist
• klarman-deep-value
• li-lu-value
• libei-macro-hedge
• livermore
• lynch-growth
• marks-cycles
• minervini-vcp
• muddy-waters-forensic
• multicoin-thesis-vc
• munger
• nick-sleep-scale-economies
• oneil-canslim
• paradigm-crypto-research
• placeholder-token-networks
• ptj-macro-trend
• qiuguolu-value-quality
• schloss-cigar-butt
• sequoia-founder-market
• serenity
• seykota-systematic-trend
• shihanbing-macro-interest-analysis
• simons-quant
• soros-reflexivity
• spruce-point-accounting-short
• tangnengtong-shortterm-ta
• templeton-max-pessimism
• tepper-distressed-macro
• turtle-trading
• usv-network-effects
• watsa-insurance-float
• willy-woo-onchain
• yc-early-pmf
• zhanglei-longterm-research-value