lbo

lbo is a command for Claude Code from godisego/hot-money. It costs 31 tokens per session (402 once invoked), scanned A, a copy of lbo, MIT.

A command that tests whether buying a stock with private-equity-style debt could produce a target return over five years. An LBO, or leveraged buyout, is an acquisition funded partly with borrowed money.

In plain words
What is it for?
Use it to model entry and exit valuation, EBITDA growth, debt repayment, IRR, and MOIC under fixed assumptions.
Why use it?
It provides a second valuation check from a debt-funded buyer’s perspective, showing whether the purchase price leaves room for an attractive return.

Command for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the stock-deep-analyzer plugin — 4 skills, 15 commands, 1 agent, 1 hook shipped together

Good fit Use it to model entry and exit valuation, EBITDA growth, debt repayment, IRR, and MOIC under fixed assumptions.

Compare 6 commands from other repositories ↓
Install with agentmods
npx agentmods add commands/godisego/hot-money/lbo
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/godisego/hot-money

Made for: Claude Code.

Or install stock-deep-analyzer, the plugin that ships this one along with the rest of its 4 skills, 15 commands, 1 agent, 1 hook.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for lbo

README.md
[![agentmods](https://agentmods.dev/badge/commands/godisego/hot-money/lbo/github.svg)](https://agentmods.dev/commands/godisego/hot-money/lbo)
Your own site
<a href="https://agentmods.dev/commands/godisego/hot-money/lbo"><img src="https://agentmods.dev/badge/commands/godisego/hot-money/lbo/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for lbo

Your own site · 80×15
<a href="https://agentmods.dev/commands/godisego/hot-money/lbo"><img src="https://agentmods.dev/badge/commands/godisego/hot-money/lbo.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 31 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 402 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00031 $0.00402
Opus 5 $0.00015 $0.00201
Sonnet 5 $0.00006 $0.00080
Haiku 4.5 $0.00003 $0.00040

Measured 9d ago against content hash 72081d8f2a7c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

lbo scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to lbo — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

commands/lbo.md · 39 lines

What it actually says

/lbo <股票代码>

作为估值交叉验证,测试"如果 PE 基金今天按市场价买入并 5 年后退出,能否赚到 20%+ IRR?"

工作流

from lib.fin_models import quick_lbo
result = quick_lbo(features,
    entry_multiple=8.0,    # 入场 EV/EBITDA
    debt_multiple=5.0,     # 杠杆倍数 (5x EBITDA)
    exit_multiple=8.0,     # 退出 EV/EBITDA
    hold_years=5,
    ebitda_growth=0.08,    # 年化 EBITDA 增速
    interest_rate=0.06,
)

输出

  • 入场:EBITDA × 8x → EV → 债务 (5x) + 股权
  • 5 年 EBITDA 路径
  • 债务偿还进度:FCF × 70% 还债
  • 退出:Y5 EBITDA × 8x → EV - 剩余债 = 股权
  • IRR / MOIC
  • verdict
    • 🟢 IRR ≥ 20% — PE 可赚
    • 🟡 15-20% — 边际
    • 🔴 < 15% — PE 不会买

为什么重要

LBO 测试是"私募买方视角的估值下限"。如果一个股票连 PE 基金用杠杆都赚不到钱,说明市场定价已经很贵了。这是对 DCF 的独立交叉校验。

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 39 lines · 31 tokens per session scan A 72081d8f2a7c

Subscribe to this mod's changes

lbo is a command published in the GitHub repository godisego/hot-money (2 stars, last pushed 4mo ago), licensed MIT. It adds 31 tokens to every session and 402 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to lbo, differing in 0 lines, and is treated as a copy.