Skill Claude CodeCodex
Use when evaluating Joel Greenblatt-style special situations: spinoffs, restructurings, merger securities, forced selling, magic formula quality/value screens, and event-driven mispricing.
Skill Claude CodeCodex
Use when evaluating bond, credit, duration, yield-curve, and fixed-income relative-value setups in a Jeffrey Gundlach style.
Skill Claude CodeCodex
Use when evaluating Hindenburg-style investigative short reports: evidence chains, promoter networks, stock promotion, related parties, disclosure failures, and catalyst-driven short narratives.
Skill Claude CodeCodex
Use when evaluating Chris Hohn / TCI-style concentrated quality investing: exceptional businesses, pricing power, high returns on capital, engagement, and long-duration concentrated ownership.
Skill Claude CodeCodex
Use when evaluating crypto charts through an Hsaka-style technical lens: market structure, trend, invalidation, leverage discipline, and narrative-aware timing.
Skill Claude CodeCodex
Use when evaluating Carl Icahn-style activist investments: undervalued assets, poor governance, capital allocation fixes, buybacks, asset sales, board pressure, and control catalysts.
Skill Claude CodeCodex
Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.
Skill Claude CodeCodex
Use when evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and concentrated ownership.
Skill Claude CodeCodex
Use when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.
Skill Claude CodeCodex
Use when evaluating trend-following trades, pivotal-point breakouts, pyramiding, stop discipline, or whether a liquid market is acting right in a Jesse Livermore style.
Skill Claude CodeCodex
Use when evaluating Peter Lynch-style growth stocks: invest in what you can understand, classify the company type, check growth runway, PEG, balance sheet, and whether the story is still improving.
Skill Claude CodeCodex
Use when evaluating markets through Howard Marks-style second-level thinking, credit cycles, risk premiums, market psychology, and defensive versus aggressive posture.
Skill Claude CodeCodex
Use when evaluating Mark Minervini-style VCP setups: volatility contraction, tight price action, moving-average alignment, relative strength, breakout trigger, and structural stop placement.
Skill Claude CodeCodex
Use when evaluating Muddy Waters-style forensic short research: fraud, channel checks, related-party structures, cash verification, governance failure, and evidence-based short theses.
Skill Claude CodeCodex
Use when evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets, performance chains, token value capture, and crypto-native market structure.
Skill Claude CodeCodex
Use when evaluating a decision through Charlie Munger-style mental models: inversion, incentives, quality filters, multidisciplinary reasoning, and concentrated judgment.
Skill Claude CodeCodex
Use when evaluating Nick Sleep-style long-term compounders: scale economies shared, customer obsession, low turnover, long runway, owner culture, and value creation through lower prices.
Skill Claude CodeCodex
Use when evaluating growth stocks through O'Neil CAN SLIM: earnings acceleration, relative strength, institutional demand, market direction, base quality, and breakout discipline.
Skill Claude CodeCodex
Use when evaluating crypto protocols through a Paradigm-style research lens: mechanism design, protocol fundamentals, L2/MEV/incentives, and research-driven crypto investing.
Skill Claude CodeCodex
Use when evaluating crypto networks through a Placeholder-style lens: open networks, token investment frameworks, network participation, and long-duration crypto network ownership.
Skill Claude CodeCodex
Use when evaluating Paul Tudor Jones-style macro trend trades: major turning points, trend confirmation, risk control, stop discipline, liquidity, and not losing big.
Skill Claude CodeCodex
Use when evaluating stocks through Qiu Guolu's value-quality lens: stay within circle of competence, focus on industry leaders with structural advantages, and demand simple clear thesis before investing.
Skill Claude CodeCodex
Use when evaluating Walter Schloss-style cigar-butt value: cheap stocks, balance sheets, diversification across many bargains, and avoiding glamorous stories.
Skill Claude CodeCodex
Use when evaluating startups or growth companies through a Sequoia-style lens: founder quality, market size, product-market fit, distribution, and long-term company building.