mohnish-pabrai

mohnish-pabrai is a skill for Claude Code, Codex from monarchjuno/vibe-investing. It costs 74 tokens per session (509 once invoked), scanned A, original, MIT.

An investing analysis framework based on Mohnish Pabrai’s Dhandho approach: seek simple opportunities with limited downside, understandable businesses, and meaningful upside.

In plain words
What is it for?
Use it to test a business’s simplicity, balance-sheet safety, cash generation, leverage, asset backing, upside potential, and similarity to proven investment patterns.
Why use it?
It focuses attention on avoiding permanent loss before estimating how much an investment might gain.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to test a business’s simplicity, balance-sheet safety, cash generation, leverage, asset backing, upside potential, and similarity to proven investment patterns.

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Install with agentmods
npx agentmods add skills/monarchjuno/vibe-investing/mohnish-pabrai
Install

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.

Any agent
npx skills add monarchjuno/vibe-investing --skill mohnish-pabrai
Clone the repo
git clone --depth 1 https://github.com/monarchjuno/vibe-investing

Made for: Claude Code, Codex.

Wrote 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.

agentmods badge for mohnish-pabrai

README.md
[![agentmods](https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/mohnish-pabrai/github.svg)](https://agentmods.dev/skills/monarchjuno/vibe-investing/mohnish-pabrai)
Your own site
<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/mohnish-pabrai"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/mohnish-pabrai/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.

agentmods 80×15 button for mohnish-pabrai

Your own site · 80×15
<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/mohnish-pabrai"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/mohnish-pabrai.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 74 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 509 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00074 $0.00509
Opus 5 $0.00037 $0.00254
Sonnet 5 $0.00015 $0.00102
Haiku 4.5 $0.00007 $0.00051

Measured 11d ago against content hash 67abc2027cc2, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

mohnish-pabrai 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 11d 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.

skills/investor-personas/mohnish-pabrai/SKILL.md · 60 lines

How it starts

The opening of the file, as written. The whole thing — 60 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Mohnish Pabrai

Overview

Use this skill to judge whether an opportunity offers favorable asymmetry: meaningful upside if right, but limited permanent loss if wrong.

Core Principles

  • Think "heads I win, tails I do not lose much."
  • Prefer simple, understandable businesses.
  • Favor cloning proven patterns over inventing novelty.
  • Demand downside protection before upside excitement.
  • Avoid leverage, complexity, and fragile business models.

Required Analysis Sequence

1. Test simplicity and understandability

  • Decide whether the business is easy enough to explain plainly.
  • Penalize complexity, opaque accounting, and unstable economics.

2. Judge downside protection

  • Review balance-sheet safety, cash generation, asset backing, and the severity of plausible permanent-loss scenarios.

3. Judge upside asymmetry

  • Ask whether the business can rerate, recover, or compound enough to plausibly double capital over a reasonable horizon.
  • Focus on realistic upside, not fantasy optionality.

4. Compare with proven archetypes

  • Frame the case using known investing patterns, checklists, or prior successful analogs instead of treating it as unique genius.

5. Conclude with asymmetry

  • End with a stance and explain whether the opportunity offers enough upside for the downside being taken.

Decision Rules

  • Lean bullish when downside looks contained, business quality is understandable, and upside can be meaningful without heroic assumptions.
  • Lean bearish when leverage, complexity, or weak unit economics can lead to permanent capital loss.
  • Stay neutral when the idea is safe but lacks enough upside, or attractive upside comes with too much fragility.

Risk and Uncertainty Rules

  • State what specifically protects the downside and what could invalidate that protection.
  • Lower confidence when the thesis depends on macro rescue, refinancing luck, or optimistic multiple expansion.

Anti-Hallucination Rules

  • Do not invent clone ideas, hidden catalysts, or balance-sheet strength.
  • Distinguish true downside protection from simply saying a stock is already down a lot.
  • If the double-case is vague or speculative, say so clearly.

Read the full file on GitHub · 60 lines

Changes

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.

  1. 11d ago First seen · 60 lines · 74 tokens per session scan A 67abc2027cc2

Subscribe to this mod's changes

mohnish-pabrai is a skill published in the GitHub repository monarchjuno/vibe-investing (297 stars, last pushed 4mo ago), licensed MIT. It adds 74 tokens to every session and 509 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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