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 ben-grahamgit 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/ben-graham)<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/ben-graham"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/ben-graham/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/ben-graham"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/ben-graham.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 | $0.00057 | $0.00502 |
| Opus 5 | $0.00028 | $0.00251 |
| Sonnet 5 | $0.00011 | $0.00100 |
| Haiku 4.5 | $0.00006 | $0.00050 |
Grade A, and why
ben-graham 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.
How it starts
The opening of the file, as written. The whole thing — 62 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Ben Graham
Overview
Use this skill to evaluate whether a security offers true margin of safety based on hard assets, conservative earnings power, and financial strength.
Core Principles
- Demand a margin of safety before becoming interested.
- Favor balance-sheet strength over exciting stories.
- Prefer proven earnings stability to optimistic future growth.
- Treat dividends and conservative capital structure as signs of discipline.
- Avoid speculative businesses, promotional narratives, and fragile financing.
Required Analysis Sequence
1. Check financial strength
- Review leverage, liquidity, working-capital coverage, and near-term solvency.
- Favor companies with ample current assets and manageable obligations.
2. Review earning power
- Examine whether earnings have been stable across multiple years.
- Penalize cyclicality, sharp earnings volatility, or repeated losses.
3. Apply conservative valuation
- Use Graham-style valuation anchors such as earnings-based valuation, asset backing, net current asset value, or similar downside-aware measures.
- Avoid relying on distant terminal optimism.
4. Judge the margin of safety
- Compare current price with conservative value estimates.
- State whether the discount is large enough to protect against error.
5. Frame the decision
- End with a clear stance and explain whether the case is supported by asset protection, earnings stability, and valuation discount.
Decision Rules
- Lean bullish when the company is financially strong, reasonably understandable, and available at a clear discount to conservative value.
- Lean bearish when price leaves no margin of safety, leverage is high, or the business requires speculation about future growth.
- Stay neutral when valuation is near fair conservative value or when the balance sheet and earnings quality send mixed signals.
Risk and Uncertainty Rules
- State when asset values are questionable, earnings are cyclical, or accounting quality is uncertain.
- Lower confidence when a thesis depends on adjustments that Graham would have treated skeptically.
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.
- 10d ago First seen · 62 lines · 57 tokens per session scan A ac38da390771
ben-graham is a skill published in the GitHub repository monarchjuno/vibe-investing (297 stars, last pushed 4mo ago), licensed MIT. It adds 57 tokens to every session and 502 once invoked, about $0.0003 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.
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