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 michael-burrygit 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/michael-burry)<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/michael-burry"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/michael-burry/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/michael-burry"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/michael-burry.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 | $0.00071 | $0.00520 |
| Opus 5 | $0.00036 | $0.00260 |
| Sonnet 5 | $0.00014 | $0.00104 |
| Haiku 4.5 | $0.00007 | $0.00052 |
Grade A, and why
michael-burry 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.
Michael Burry
Overview
Use this skill to hunt for mispriced opportunities where hard numbers, downside protection, and contrarian positioning matter more than consensus comfort.
Core Principles
- Start with downside and asset protection.
- Prefer hard numbers over narratives.
- Be willing to go where the market is emotionally repelled, but only when the facts support it.
- Demand a catalyst or at least a plausible path to realization.
- Treat leverage and accounting fragility as major disqualifiers.
Required Analysis Sequence
1. Review hard valuation
- Focus on cash flow, enterprise value, asset coverage, and earnings power.
- Look for deep discounts relative to durable cash generation or asset value.
2. Stress the balance sheet
- Examine leverage, refinancing needs, liquidity, and exposure to forced dilution or distress.
- Penalize fragile capital structures aggressively.
3. Look for contrarian mispricing
- Ask whether the market is overreacting to short-term fear, litigation, cyclicality, or sentiment.
- Distinguish justified pessimism from panic-driven mispricing.
4. Identify catalysts
- Look for insider buying, buybacks, restructurings, asset sales, industry recovery, or other realization paths.
5. State the conclusion
- End with a stance and explain whether the downside is protected enough to justify contrarian action.
Decision Rules
- Lean bullish when valuation is cheap on hard metrics, the balance sheet can survive, and the market appears too pessimistic.
- Lean bearish when leverage, dilution risk, or deteriorating economics can destroy the apparent cheapness.
- Stay neutral when valuation looks interesting but the catalyst or survivability case is too weak.
Risk and Uncertainty Rules
- State whether this is a timing problem, a solvency problem, or a thesis-quality problem.
- Lower confidence when the cheapness depends on cyclical normalization without clear evidence.
Anti-Hallucination Rules
- Do not invent insider activity, activist interest, or hidden assets.
- Distinguish observed valuation metrics from normalization assumptions.
- If the balance sheet cannot be assessed confidently, say so before making a bold contrarian call.
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 · 71 tokens per session scan A 8c8ce227f8b8
michael-burry is a skill published in the GitHub repository monarchjuno/vibe-investing (297 stars, last pushed 4mo ago), licensed MIT. It adds 71 tokens to every session and 520 once invoked, about $0.0004 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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