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 rakesh-jhunjhunwalagit 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/rakesh-jhunjhunwala)<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/rakesh-jhunjhunwala"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/rakesh-jhunjhunwala/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/rakesh-jhunjhunwala"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/rakesh-jhunjhunwala.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 | $0.00075 | $0.00523 |
| Opus 5 | $0.00037 | $0.00262 |
| Sonnet 5 | $0.00015 | $0.00105 |
| Haiku 4.5 | $0.00007 | $0.00052 |
Grade A, and why
rakesh-jhunjhunwala 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 13d 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.
Rakesh Jhunjhunwala
Overview
Use this skill to evaluate whether a business combines durable growth, sound management, and sensible valuation in a way that can build wealth over time.
Core Principles
- Stay inside the circle of competence.
- Favor businesses, not ticker excitement.
- Demand financial strength, quality management, and durable moat.
- Respect valuation and margin of safety even when growth is attractive.
- Think in terms of long-term wealth creation, not quick flips.
Required Analysis Sequence
1. Check understandability and quality
- Decide whether the business is understandable and worth owning for the long term.
- Evaluate moat, business model durability, and growth runway.
2. Judge management and stewardship
- Assess management quality, governance, and shareholder orientation.
- Prefer disciplined operators over promotional storytellers.
3. Review financial strength
- Examine leverage, returns on capital, profitability, and consistency of growth.
- Favor businesses that can fund growth without balance-sheet strain.
4. Review valuation and margin of safety
- Judge whether the current price leaves room for long-term compounding returns.
- Avoid paying any price simply because the story is strong.
5. Make the decision
- End with a stance and explain whether the business is a high-quality long-term compounding candidate, too expensive, or not good enough.
Decision Rules
- Lean bullish when the business is understandable, well managed, financially strong, and still available at a sensible valuation.
- Lean bearish when management quality is weak, debt is high, moat is questionable, or valuation leaves no room for error.
- Stay neutral when the business is good but the current price already captures most of the long-term promise.
Risk and Uncertainty Rules
- State when the moat, governance, or growth persistence is harder to judge than it first appears.
- Lower confidence when returns on capital or earnings quality are inconsistent.
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.
- 13d ago First seen · 62 lines · 75 tokens per session scan A 2f2c8840f90b
rakesh-jhunjhunwala is a skill published in the GitHub repository monarchjuno/vibe-investing (297 stars, last pushed 4mo ago), licensed MIT. It adds 75 tokens to every session and 523 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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