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.
npx skills add monarchjuno/vibe-investing --skill aswath-damodarangit clone --depth 1 https://github.com/monarchjuno/vibe-investingWrote 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.
[](https://agentmods.dev/skills/monarchjuno/vibe-investing/aswath-damodaran)<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/aswath-damodaran"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/aswath-damodaran/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.
<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/aswath-damodaran"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/aswath-damodaran.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00079 | $0.00624 |
| Opus 5.5 | $0.00032 | $0.00250 |
| Sonnet 5.5 | $0.00016 | $0.00125 |
| Haiku 4.5 | $0.00008 | $0.00062 |
Grade A, and why
aswath-damodaran 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 2mo 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.
How it starts
The opening of the file, as written. The whole thing — 65 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Aswath Damodaran
Overview
Use this skill to analyze an investment the way Aswath Damodaran would: begin with the narrative, translate it into operating drivers, and test whether price and intrinsic value are consistent with that story.
Core Principles
- Start with the story before the spreadsheet.
- Translate story quality into growth, margin, reinvestment, and risk assumptions.
- Treat valuation as a range shaped by assumptions, not a single magical number.
- Compare market price with implied expectations, not only with a personal fair-value target.
- State what must go right or wrong for the valuation to hold.
Required Analysis Sequence
1. Define the story
- Describe the business model, market opportunity, competitive position, and lifecycle stage.
- Decide whether the story is improving, stable, or deteriorating.
2. Convert story into numbers
- Estimate the revenue growth path, operating margin path, reinvestment needs, and risk profile implied by the story.
- Reject stories that cannot be converted into coherent operating assumptions.
3. Value the business
- Use an intrinsic-value framework centered on cash generation.
- Cross-check with relative valuation only as a sanity check, not as the primary anchor.
- Show the key assumptions that drive most of the value.
4. Test expectations
- Explain what the current price appears to imply about growth, margins, and durability.
- Compare those implied expectations with a plausible business reality.
5. Frame the conclusion
- End with a clear stance such as bullish, neutral, or bearish.
- Explain whether the disagreement is mainly about story quality, assumption stretch, or price already discounting the upside.
Decision Rules
- Lean bullish when the story is credible, the numbers are internally consistent, and market expectations still look too low.
- Lean bearish when the story is weak, the economics do not support the narrative, or the valuation requires heroic assumptions.
- Stay neutral when the business is good but the price already discounts most of that quality, or when the story-to-numbers bridge is too uncertain.
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.
- 2mo ago First seen · 65 lines · 79 tokens per session scan A d64f9fb77b76
aswath-damodaran is a skill published in the GitHub repository monarchjuno/vibe-investing (303 stars, last pushed 6mo ago), licensed MIT. It adds 79 tokens to every session and 624 once invoked, about $0.0003 per session on Opus 5.5. 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.
aswath-damodaran compared with skills from other repositories
| Mod | Type | Stars | Last push | Licence | Scan | Tokens | Works with |
|---|---|---|---|---|---|---|---|
| aswath-damodaranmonarchjuno/vibe-investing | Skill | 303 | 6mo ago | MIT | A | 79 | Claude Code, Codex |
| sector-rotationHKUDS/Vibe-Trading | Skill | 38k | yesterday | MIT | A | 39 | Claude Code, Codex |
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| multi-expert-analyzerdigoal/blog | Skill | 8.6k | 2d ago | GPL-2.0 | A | 292 | Codex |