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latour-ailatour-ai/skills/thesis-red-team/SKILL.md

thesis-red-team

Skill69 starsChanged 25 days agoNo licenceView on GitHub

Run an adversarial pre-mortem on an investment thesis: steelman the opposite case, rank the thesis's assumptions by fragility, identify what evidence would falsify each one, define kill criteria, and surface the cognitive traps in the write-up. For any investor — public equities, credit, PE, VC, allocators. Trigger on phrases like "red-team my thesis," "poke holes in this," "what's the bear case I'm missing," "steelman the short," "pre-mortem this investment," "argue against me," "stress-test this memo," "why am I wrong," or when a user pastes an investment write-up and wants it attacked rather than summarized. Do NOT use for pre-earnings prep or for digesting a call that already happened — use the earnings-call-extractor skill for the latter. Do NOT use for a neutral first look at a company — use the public-company-first-pass skill. Do NOT use for fund-manager evaluation — use the hedge-fund-diligence skill.

The file

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2 rules. About 0 are common, 2 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈2

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

No licence file, so all rights are reserved — read it at the source. We count its rules but don't quote them. Read them on GitHub.

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

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