thematic-investment-research

thematic-investment-research is a skill for Claude Code, Codex from HHFinAi/claude-equity-research-skills. It costs 141 tokens per session (2,793 once invoked), scanned A, original, MIT.

A research framework for studying long-term investment themes and the companies connected to them. It covers theme validation, industry structure, stock selection, company research, valuation, risks, reporting, and monitoring.

In plain words
What is it for?
Validating themes, mapping markets and value chains, screening listed companies, researching individual businesses, assessing valuation and risk, and planning implementation.
Why use it?
It provides a consistent path from a broad trend to an evaluated investment universe and portfolio decisions.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Validating themes, mapping markets and value chains, screening listed companies, researching individual businesses, assessing valuation and risk, and planning implementation.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/hhfinai/claude-equity-research-skills/thematic-investment-research
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.

Any agent
npx skills add HHFinAi/claude-equity-research-skills --skill thematic-investment-research
Clone the repo
git clone --depth 1 https://github.com/HHFinAi/claude-equity-research-skills

Made for: Claude Code, Codex.

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 thematic-investment-research

README.md
[![agentmods](https://agentmods.dev/badge/skills/hhfinai/claude-equity-research-skills/thematic-investment-research/github.svg)](https://agentmods.dev/skills/hhfinai/claude-equity-research-skills/thematic-investment-research)
Your own site
<a href="https://agentmods.dev/skills/hhfinai/claude-equity-research-skills/thematic-investment-research"><img src="https://agentmods.dev/badge/skills/hhfinai/claude-equity-research-skills/thematic-investment-research/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 thematic-investment-research

Your own site · 80×15
<a href="https://agentmods.dev/skills/hhfinai/claude-equity-research-skills/thematic-investment-research"><img src="https://agentmods.dev/badge/skills/hhfinai/claude-equity-research-skills/thematic-investment-research.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 141 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,793 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 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 $0.00141 $0.02793
Opus 5 $0.00071 $0.01396
Sonnet 5 $0.00028 $0.00559
Haiku 4.5 $0.00014 $0.00279

Measured 12d ago against content hash 47f2bb4c8f54, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

thematic-investment-research 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 12d 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.

thematic-investment-research/SKILL.md · 314 lines

How it starts

The opening of the file, as written. The whole thing — 314 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Thematic Investment Research Framework

Overview

Thematic investing identifies structural, long-duration trends reshaping economies and captures value across industries united by common secular drivers. This skill provides an eight-phase methodology from theme identification through portfolio implementation.

Research Workflow

Execute phases sequentially, with gate reviews between major phases:

Phase I:   Theme Identification & Validation
Phase II:  Structural Analysis (TAM, Value Chain, Competition)
Phase III: Universe Construction & Screening
Phase IV:  Company Deep Dives
Phase V:   Valuation Architecture
Phase VI:  Risk Assessment
Phase VII: Report Construction
Phase VIII: Implementation & Monitoring

Phase I: Theme Identification & Validation

Theme Discovery Sources

Monitor systematically:

  • Primary: Academic journals, patent databases, regulatory filings, conference proceedings, expert networks
  • Secondary: Institutional research, consultancy reports, multilateral publications
  • Alternative: Search trends, VC flows, job postings, satellite data

DRIVER Validation Framework

Validate every theme against six criteria before proceeding:

Criterion Question
Durability Is this structural (demographics, physics, regulation) or temporary?
Relevance Does it drive revenue growth, margin expansion, or re-rating?
Investability Are there listed equities with genuine, liquid exposure?
Verifiability Can thesis elements be empirically tested with leading indicators?
Expansion Is TAM growing through new use cases or geographies?
Rationality Is opportunity not fully discounted in current valuations?

Theme Statement Construction

Structure: [DRIVER] is causing [STRUCTURAL CHANGE], benefiting [BENEFICIARIES] over [TIME HORIZON], measured by [KEY METRICS].

Deliverable: Initial Scoping Document (2-3 pages)

  • Theme statement and thesis points
  • DRIVER validation assessment
  • Hype cycle positioning
  • Initial value chain sketch
  • Key research questions and data sources
  • Preliminary risks and thesis killers

Read the full file on GitHub · 314 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. 12d ago First seen · 314 lines · 141 tokens per session scan A 47f2bb4c8f54

Subscribe to this mod's changes

thematic-investment-research is a skill published in the GitHub repository HHFinAi/claude-equity-research-skills (8 stars, last pushed 4mo ago), licensed MIT. It adds 141 tokens to every session and 2,793 once invoked, about $0.0007 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 2026-08-31.

Related

Other skills, from other repositories

NSELens

Use this skill whenever the user asks for Indian stock picks, top N stocks to buy, rebound candidates, GTT setups, swing trade ideas, or buy recommendations for the Indian stock market. Triggers on phrases like "top 3 stocks", "top 5 Indian stocks", "top 10 stocks to buy", "best stocks for tomorrow", "NSE rebound…

mak-thevar/NSELens · 158 tokens

invest-analyst

A framework for producing professional investment research, including company reports, industry studies, event analysis, analyst-expectation reviews, comparisons, and market summaries. It connects several investment research workflows into one process.

taxueseek/fund-investment-guide · 193 tokens

invest-fund

A Chinese-language guide for analysing investment funds, with different workflows for comparing funds, reviewing ETFs, examining new funds, and studying industry funds.

taxueseek/fund-investment-guide · 142 tokens

invest-stock

A stock-analysis workflow for companies listed in China, Hong Kong, or the United States. It chooses an analysis style based on the market and whether the user requests a deeper valuation review.

taxueseek/fund-investment-guide · 110 tokens

invest-cli

An investment-analysis command-line tool that fetches data for Chinese stocks and funds, US stocks, and stock screening, then applies matching analysis frameworks. A command-line tool is a program operated from a terminal.

taxueseek/fund-investment-guide · 107 tokens

invest-allocation

An investment-allocation guide for dividing money among stocks, bonds, commodities such as gold, and cash based on goals, risk tolerance, time horizon, and access needs.

taxueseek/fund-investment-guide · 54 tokens