Skill Claude CodeCodex
Use a Bayesian intrinsic-growth valuation model to evaluate whether a company's market value sufficiently, excessively, or insufficiently prices its real 3-5 year growth. Use when the user asks for Bayesian valuation, intrinsic growth rate, implied growth, growth-hypothesis probabilities, FOMO versus fundamentals, or…
Skill Claude CodeCodex
Generate source-backed buy-side equity research memos from a ticker, starting with investment view, target-price scenarios, SEC and IR-backed financial statement analysis, industry chain, competition, valuation, catalysts, variant perception, risks, and monitoring dashboard. Use when the user asks to analyze a stock…
Skill Claude CodeCodex
Score a stock's current valuation/trend health using the GF-DMA Health Index, combining fundamental growth speed, 20/50/100/200DMA trend speed, price-to-DMA divergence, ATR divergence, escape ratio, and estimate revisions. Use when the user provides a ticker or asks for GF-DMA scoring, valuation health, trend health…
Skill Claude CodeCodex
Classify a listed company and its core industry into Juglar fixed-asset investment cycle stages with probabilities, evidence, counter-evidence, migration signals, and investment implications. Use when the user provides a ticker/company or asks about 朱格拉周期, Juglar cycle, capex cycle, fixed-asset investment cycle…
Skill Claude CodeCodex
Translate market-moving news into investable alpha hypotheses by mapping observed demand changes to revenue lines, supply chains, small-cap financial elasticity, market misclassification, validation metrics, downside risks, and position-sizing conditions. Use when the user shares news, product launches, technology…
Skill Claude CodeCodex
Evaluate a stock's valuation using TAM-Adj-PEG, adjusting traditional PEG by growth runway and quality. Use when the user provides a ticker or asks whether a growth stock's valuation is cheap, expensive, TAM-supported, runway-supported, quality-adjusted, or suitable as core growth, high-beta growth, turnaround…