HHFinAi/claude-equity-research-skills
Skill Claude CodeCodex
Comprehensive framework for analyzing company competitiveness across 11 dimensions (market position, moat, Porter's Five Forces, value chain, strategy, innovation, operations, financials, vulnerabilities, forward indicators, geopolitical supply chain resilience). Use when asked to assess competitive positioning…
HHFinAi/claude-equity-research-skills
Skill Claude CodeCodex
Systematic framework for analyzing corporate networks to generate investment alpha. Use when analyzing supplier-customer relationships, director interlocks, executive networks, insider holdings patterns, or identifying M&A signals through board connections. Triggers on supply chain analysis, customer momentum, board…
HHFinAi/claude-equity-research-skills
Skill Claude CodeCodex
Institutional-quality earnings analysis for public equities. Parses 10-Qs, earnings releases, and call transcripts into a 4-layer framework (Parse → Compare → Diagnose → Decide), runs a mechanical scoring engine that produces a composite verdict across beat quality, operational health, and management signals, and…
HHFinAi/claude-equity-research-skills
Skill Claude CodeCodex
Comprehensive framework for analyzing growth stocks using competitive moat theory, technology adoption dynamics, narrative economics, management quality assessment, and platform strategy. Use when asked to analyze growth companies, evaluate competitive positions, assess technology investments, or build investment…
HHFinAi/claude-equity-research-skills
Skill Claude CodeCodex
Read and extract content from PDF investment reports — sell-side notes (GS/MS/JPM/UBS/Citi/BofA), 10-Ks, annual reports, fund factsheets, manager commentaries, and macro outlooks. Specialises in CHARTS, TABLES, and IMAGES that text-only extraction silently misses (most research charts are vector and invisible to…
HHFinAi/claude-equity-research-skills
Skill Claude CodeCodex
Map listed-equity beneficiaries of a secular trend across the supply chain, then substantiate each with earnings call evidence (backlog, book-to-bill, guide raises, Q&A admissions, mix shifts). Decomposes multi-mechanism themes into sub-themes, flags cost-bearer nodes, subtracts captive capacity, and classifies each…
HHFinAi/claude-equity-research-skills
Skill Claude CodeCodex
Comprehensive framework for conducting institutional-quality thematic investment research. Use when the user asks to: (1) Identify and validate investment themes, (2) Analyze thematic market opportunities and value chains, (3) Build a thematic stock universe and screen candidates, (4) Conduct company deep dives with…