investing: Skill for Claude Code

.claude/skills/precedent-transactions/SKILL.md

precedent-transactions is a skill for Claude Code from daloopa/investing. It costs 18 tokens per session (2,309 once invoked), scanned A, original, Apache-2.0.

An analysis of earlier mergers and acquisitions that compares deal prices with company financial measures and records the subject company’s own acquisitions.

In plain words
What is it for?
Use it to prepare comparable transaction tables, deal multiples, and an acquisition-history view for a company.
Why use it?
It helps estimate what buyers have paid for similar businesses instead of relying only on stock-market comparisons or a discounted-cash-flow model.

Skill for Claude Code

Written for Claude Code: argument-hint in frontmatter.

This is daloopa/investing's own configuration. It tells Claude Code how to work on investing itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything investing configures →

Reuse

Borrowing it

Nothing to install: this file belongs to daloopa/investing. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/daloopa/investing/main/.claude/skills/precedent-transactions/SKILL.md
Clone the repo
git clone --depth 1 https://github.com/daloopa/investing

Made for: Claude Code.

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 precedent-transactions

README.md
[![agentmods](https://agentmods.dev/badge/skills/daloopa/investing/precedent-transactions/github.svg)](https://agentmods.dev/skills/daloopa/investing/precedent-transactions)
Your own site
<a href="https://agentmods.dev/skills/daloopa/investing/precedent-transactions"><img src="https://agentmods.dev/badge/skills/daloopa/investing/precedent-transactions/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 precedent-transactions

Your own site · 80×15
<a href="https://agentmods.dev/skills/daloopa/investing/precedent-transactions"><img src="https://agentmods.dev/badge/skills/daloopa/investing/precedent-transactions.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 18 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,309 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found 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 $0.00018 $0.02309
Opus 5 $0.00009 $0.01154
Sonnet 5 $0.00004 $0.00462
Haiku 4.5 $0.00002 $0.00231

Measured 10d ago against content hash 50c4455b3885, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

precedent-transactions 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 10d 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

Copies of this mod

1 near-identical copy found in the catalogue:

.claude/skills/precedent-transactions/SKILL.md · 184 lines

How it starts

The opening of the file, as written. The whole thing — 184 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Build a precedent transactions analysis for the company specified by the user: $ARGUMENTS

This is the third pillar of valuation (alongside trading comps and DCF) — it answers: what have acquirers actually paid for businesses like this one? The output is two tables: comparable M&A transactions with deal multiples, and the subject company's own acquisition history.

Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

Follow these steps:

1. Company Lookup

Look up the company by ticker using discover_companies. Capture:

  • company_id
  • latest_calendar_quarter — anchor for all period calculations below (see ../data-access.md Section 1.5)
  • latest_fiscal_quarter
  • Firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5

Identify:

  • Full legal company name
  • Primary stock exchange and reporting currency
  • Country of domicile and primary operations
  • Industry and sub-sector
  • Approximate revenue and EBITDA scale (to calibrate comparable deal sizing)

2. Subject Company Financials

Calculate 4 quarters backward from latest_calendar_quarter. Pull from Daloopa:

  • Revenue (compute trailing 4Q / LTM total)
  • EBITDA (compute trailing 4Q; if not available, use Operating Income + D&A, label "(calc.)")
  • Operating Income
  • Net Income
  • Free Cash Flow (OCF - CapEx, label "(calc.)")

These serve as the reference point for comparing deal multiples — what would an acquirer be paying relative to this company's current financials?

3. Identify Comparable Precedent Transactions

Find 8-15 completed M&A transactions from the last 7-10 years involving target companies comparable to the subject. "Comparable" means:

  • Same industry and sub-sector
  • Similar business model (e.g., SaaS, semiconductor IP, consumer internet, industrials)
  • Roughly comparable scale — within ~0.5x-4x of the subject's revenue
  • Completed transactions only (not rumored, not pending)

Read the full file on GitHub · 184 lines

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. 10d ago First seen · 184 lines · 18 tokens per session scan A 50c4455b3885

Subscribe to this mod's changes

precedent-transactions is a skill published in the GitHub repository daloopa/investing (487 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 18 tokens to every session and 2,309 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Related

Other skills, from other repositories