Skill Claude CodeCodex
Karthik's single-equity investment framework for 5–10-year holders. Turns a ticker into a decision (Initiate / Add / Hold / Trim / Exit / Watch / Avoid), tested against a fixed 13% annual hurdle on a probability-weighted five-year value built from unit economics, ROIC, owner earnings and a moat read. Use whenever the…
not rated 2 3d ago A 227 tokens