phil-fisher

phil-fisher is a skill for Claude Code, Codex from monarchjuno/vibe-investing. It costs 60 tokens per session (494 once invoked), scanned A, original, MIT.

An investment-analysis approach based on Phil Fisher's focus on long-lasting growth, management, innovation, and customer relationships. Scuttlebutt means gathering qualitative information from people and sources close to a business.

In plain words
What is it for?
Use it to investigate management, research and development, product pipelines, sales strength, customer relationships, margins, reinvestment, and competitive durability.
Why use it?
It helps reveal strengths that basic financial figures may miss, such as product development, sales ability, and management quality. It also tests whether a high price is justified by durable business performance rather than a weak story.

Skill for Claude CodeCodex

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

Good fit Use it to investigate management, research and development, product pipelines, sales strength, customer relationships, margins, reinvestment, and competitive durability.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/monarchjuno/vibe-investing/phil-fisher
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 phil-fisher
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 phil-fisher

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/phil-fisher"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/phil-fisher.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 60 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 494 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 $0.00060 $0.00494
Opus 5 $0.00030 $0.00247
Sonnet 5 $0.00012 $0.00099
Haiku 4.5 $0.00006 $0.00049

Measured 12d ago against content hash 7a98973ef1b3, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

phil-fisher 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 12d 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/phil-fisher/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.

Phil Fisher

Overview

Use this skill to judge whether a company has the management quality, innovation engine, and competitive durability needed for long-term compounding.

Core Principles

  • Seek exceptional businesses that can grow for a long time.
  • Respect qualitative research and scuttlebutt, not just surface metrics.
  • Focus on management quality, product development, and sales strength.
  • Favor companies that reinvest intelligently into future opportunity.
  • Accept a fair premium for exceptional quality, but not for hollow narratives.

Required Analysis Sequence

1. Judge management and culture

  • Assess strategic clarity, capital allocation, operating discipline, and long-term orientation.
  • Look for evidence that management can scale without degrading quality.

2. Review growth engine

  • Examine R&D, product pipeline, market development, customer relationships, and the company's ability to sustain expansion.

3. Check profitability quality

  • Review margins, pricing power, and whether profitability supports continued reinvestment.
  • Prefer consistency over one-off spikes.

4. Evaluate competitive endurance

  • Ask whether the company has a durable edge in innovation, distribution, customer trust, or execution.

5. Conclude with long-term quality

  • End with a stance and explain whether the company deserves a long-duration growth investor's attention.

Decision Rules

  • Lean bullish when management quality is high, innovation spending is productive, and competitive advantages support years of profitable growth.
  • Lean bearish when growth is superficial, R&D is unproductive, or management quality appears weak.
  • Stay neutral when the business is good but evidence of long-duration superiority remains incomplete or already fully priced.

Risk and Uncertainty Rules

  • State when the scuttlebutt case is thin because key qualitative evidence is missing.
  • Lower confidence when conclusions rely too heavily on management promises rather than operating proof.

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. 12d ago First seen · 60 lines · 60 tokens per session scan A 7a98973ef1b3

Subscribe to this mod's changes

phil-fisher 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 494 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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