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 bill-ackmangit 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/bill-ackman)<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/bill-ackman"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/bill-ackman/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/bill-ackman"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/bill-ackman.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 | $0.00060 | $0.00543 |
| Opus 5 | $0.00030 | $0.00271 |
| Sonnet 5 | $0.00012 | $0.00109 |
| Haiku 4.5 | $0.00006 | $0.00054 |
Grade A, and why
bill-ackman 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 — 61 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Bill Ackman
Overview
Use this skill to judge whether a business is a high-conviction compounder with identifiable levers for value creation and enough quality to justify concentration.
Core Principles
- Favor a small number of high-conviction ideas over a long list of mediocre ones.
- Prefer strong brands, durable moats, and recurring cash generation.
- Treat capital allocation discipline as a core part of quality.
- Require valuation support even for great businesses.
- Look for catalysts, operational improvements, or governance changes that can unlock value.
Required Analysis Sequence
1. Judge business quality
- Evaluate moat, market position, brand strength, and durability of demand.
- Ask whether the company can compound value over many years.
2. Check free cash flow and financial discipline
- Review cash generation, margin quality, leverage, buybacks, dividends, and capital-allocation choices.
- Penalize wasteful empire building or weak stewardship.
3. Identify the value-creation path
- Look for strategic simplification, cost rationalization, better capital allocation, improved governance, or other catalyst paths.
- Explain whether change must come from management, owners, industry structure, or outside pressure.
4. Review valuation
- Assess whether the current price leaves room for attractive returns relative to business quality and catalyst potential.
5. Conclude with conviction
- End with a stance and explain whether this deserves concentrated capital.
Decision Rules
- Lean bullish when quality is high, cash generation is strong, capital allocation is rational, and there is still upside from business compounding or catalyst-driven rerating.
- Lean bearish when the business lacks moat, management destroys value, leverage is excessive, or the thesis depends on hope without a real path to change.
- Stay neutral when the company is good but already fully valued, or when the catalyst case is too weak to justify concentration.
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 · 61 lines · 60 tokens per session scan A 1e9d4d6edec3
bill-ackman is a skill published in the GitHub repository monarchjuno/vibe-investing (297 stars, last pushed 4mo ago), licensed MIT. It adds 60 tokens to every session and 543 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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