klarman-deep-value

klarman-deep-value is a skill for Claude Code, Codex from questflowai/investorskills. It costs 38 tokens per session (362 once invoked), scanned A, original, MIT.

An investment-analysis skill for finding companies or assets priced far below a cautious estimate of their value, especially when distress, complexity, limited trading, or forced selling affects the price.

In plain words
What is it for?
Use it to assess liquidation value, balance-sheet safety, forced sellers, discounts for hard-to-trade assets, possible catalysts, waiting periods, and conditions that would disprove the investment case.
Why use it?
It helps separate genuinely protected bargains from investments that only look cheap by checking downside, debt priority, liquidity, and the reason for the low price.

Skill for Claude CodeCodex

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

Good fit Use it to assess liquidation value, balance-sheet safety, forced sellers, discounts for hard-to-trade assets, possible catalysts, waiting periods, and conditions that would disprove the investment case.

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Install with agentmods
npx agentmods add skills/questflowai/investorskills/klarman-deep-value
About the project

Investor Skills is an open-source library that organizes investing judgment—such as evaluating opportunities, managing risk, and acting under uncertainty—into structured, reusable instructions for people and AI finance agents. It is designed for studying and applying investment approaches, including inside Questflow and other agent tools. The catalogue includes portable skill packages from the library.

questflowai/investorskills · 1,849 stars · on GitHub · questflow.ai

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 questflowai/investorskills --skill klarman-deep-value
Clone the repo
git clone --depth 1 https://github.com/questflowai/investorskills

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 klarman-deep-value

README.md
[![agentmods](https://agentmods.dev/badge/skills/questflowai/investorskills/klarman-deep-value/github.svg)](https://agentmods.dev/skills/questflowai/investorskills/klarman-deep-value)
Your own site
<a href="https://agentmods.dev/skills/questflowai/investorskills/klarman-deep-value"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/klarman-deep-value/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 klarman-deep-value

Your own site · 80×15
<a href="https://agentmods.dev/skills/questflowai/investorskills/klarman-deep-value"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/klarman-deep-value.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 38 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 362 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00038 $0.00362
Opus 5 $0.00019 $0.00181
Sonnet 5 $0.00008 $0.00072
Haiku 4.5 $0.00004 $0.00036

Measured 11d ago against content hash d8ed1d105a49, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

klarman-deep-value 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/klarman-deep-value/SKILL.md · 53 lines

What it actually says

Klarman Deep Value

Use this skill to apply Seth Klarman-style deep value: buy assets at large discounts to conservative value when complexity, illiquidity, distress, or forced selling creates a margin of safety.

When To Use

  • Deep value and distressed analysis
  • Liquidation value, asset value, or hidden value review
  • Forced-seller and illiquidity discount opportunities
  • Downside-first portfolio review

Trigger phrases include Klarman, Baupost, margin of safety, deep value, distressed, liquidation value, and forced seller.

Process

  1. Estimate conservative asset value and liquidation value.
  2. Identify why the asset is mispriced: distress, complexity, illiquidity, neglect, forced selling.
  3. Demand a large margin of safety.
  4. Check balance sheet, legal structure, seniority, and liquidity.
  5. Define catalyst and patience horizon.

Output Format

# Klarman View: [Asset]

## Verdict
Buy / Watchlist / Too Little Safety / Value Trap / Pass

## Conservative Value
## Margin Of Safety
## Mispricing Source
## Downside Protection
## Catalyst / Patience
## Invalidation

Guardrails

  • Do not confuse cheap with safe.
  • Do not ignore liquidity and legal seniority.
  • Do not rely on optimistic appraisals.

Questflow Use

In Questflow, this skill is best used as a downside-first distressed and deep-value underwriting module.

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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 · 53 lines · 38 tokens per session scan A d8ed1d105a49

Subscribe to this mod's changes

klarman-deep-value is a skill published in the GitHub repository questflowai/investorskills (1,849 stars, last pushed 18d ago), licensed MIT. It adds 38 tokens to every session and 362 once invoked, about $0.0002 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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