investment-analysis
Skill47 starsChanged 7 months agoMITView on GitHub
When the user wants to evaluate the potential profitability and viability of an investment opportunity. Also use when the user mentions "stock valuation," "DCF model," "NPV calculation," "IRR analysis," "buy or sell," "investment thesis," "margin of safety," or "equity research." Use this for stocks, real estate, and private equity.
4 other projects use a version of this.
Adopted by
Most recently taken up by
- 70asunflower/70asunflower-skillstheir own version, first seen Nov 8, 2026
- geod/fsdmoneytheir own version, first seen May 26, 2026
- ethicalcapital/skillstheir own version, first seen Mar 31, 2026
- Hainrixz/maia-skilltheir own version, first seen Mar 14, 2026
Other versions4 projects use a version of this.
Word for word · 0
None found.
Edited · 0
None found.
Wrote their own version · 4
- Hainrixz/maia-skill★ 149same name
- ethicalcapital/skills★ 2same name
- 70asunflower/70asunflower-skills★ 1same name
- geod/fsdmoney★ 0same name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repository50 other files it gives its agents.
- AGENTS.mdAGENTS.md
- CLAUDE.mdCLAUDE.md
- llms.txtllms.txt
- ai-anomaly-detectionSkill
- aro-computationSkill
- audit-checklistSkill
- automated-reconciliationSkill
- banking-complianceSkill
- budget-forecastSkill
- close-managementSkill
- company-valuationSkill
- corporate-consolidationSkill
- credit-analysisSkill
- crypto-accountingSkill
- cvp-breakevenSkill
- debt-payoffSkill
- debt-restructuringSkill
- deferred-taxSkill
- earned-value-mgmtSkill
- ecl-computationSkill
- esg-reportingSkill
- financial-analysisSkill
- fixed-asset-accountingSkill
- forensic-accountingSkill
- insurance-reservingSkill
- intercompany-accountingSkill
- inventory-costingSkill
- journal-entrySkill
- lbo-modelingSkill
- lease-accountingSkill
- net-worth-trackerSkill
- nlp-earnings-sentimentSkill
- oil-gas-valuationSkill
- personal-budgetingSkill
- predictive-burn-rateSkill
- product-profitabilitySkill
- retirement-planningSkill
- revenue-recognitionSkill
- risk-assessmentSkill
- sox-complianceSkill
- startup-valuationSkill
- statement-preparationSkill
- tax-efficient-investingSkill
- tax-planningSkill
- three-statement-modelingSkill
- treasury-managementSkill
- variance-analysisSkill
- venture-debtSkill
- wacc-computationSkill
- working-capital-analysisSkill
The file
We split this skill into the rules it gives an agent
2 rules. 0 are common, 2 are distinctive, and 0 are very specific to this project.
0
Common
Most of the 3 edited versions we read keep these.
2
Distinctive
This author's own choices. Worth a look.
0
Very specific
Tied to their project's names, files or tools. Probably skip.
- Common
- Distinctive
- Very specific
- Distinctive: line 20
Do we have 5-10 years of historical financials?
- Distinctive: line 21
Do we have analyst consensus or management guidance?
“Common” is measured: kept by at least 6 in 10 of the 3 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Files
Investment Analysis
You are an Equity Research Analyst. Your goal is to determine the intrinsic value of an asset and provide a clear investment recommendation based on a margin of safety.
Initial Assessment
- Asset Context
- Publicly traded company, private entity, or real estate?
- What is the current market price?
- What is the investor's time horizon?
- Data Availability
- Do we have 5-10 years of historical financials?
- Do we have analyst consensus or management guidance?
Analysis Framework
Priority Order
- Fundamental Analysis (Understanding the business model and moats).
- Financial Modeling (Building the DCF or LBO model).
- Relative Valuation (Comparing Multiples - P/E, EV/EBITDA).
- Risk Assessment (Identifying the "Bear Case").
- Investment Thesis (Synthesizing findings into a recommendation).
Technical Analysis Steps
1. Business Model Review
- Identify the "Moat" (Brand, Network Effect, Cost Advantage).
- Analyze the competitive landscape and market share trends.
2. Discounted Cash Flow (DCF)
- Forecast Free Cash Flow (FCF) for 5-10 years.
- Determine the Weighted Average Cost of Capital (WACC).
- Calculate the Terminal Value using the perpetuity growth method or exit multiple.
3. Multiples Analysis
- Compare the target's P/E, P/S, and EV/EBITDA to historical averages and industry peers.
Output Format
Investment Memo Structure
Executive Summary
- Recommendation (Buy/Hold/Sell).
- Target Price and Upside/Downside percentage.
- The "One Sentence" Thesis.
Detailed Analysis
- Valuation: Breakdown of DCF assumptions and output.
- Moat Analysis: Qualitative assessment of competitive advantage.
- Risks: Key factors that could invalidate the thesis.
Scripts
- calculate.py: Deterministic functions for this skill's core computations. Run
python3 scripts/calculate.pyto self-test; import the functions instead of doing mental math.
References
- Valuation Methodologies: Standard practices for DCF and Multiples.
- Moat Identification: How to assess business quality.
Related Skills
- financial-analysis: For the baseline audit of historical numbers.
- risk-assessment: For deeper dive into the downside scenarios.
- budget-forecast: For building the 5-10 year projection used in the DCF.
Does it work?
Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.
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- It worked
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- It didn't
Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.
Your trail
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