outsiders-ceo-capital-allocation-thorndike

outsiders-ceo-capital-allocation-thorndike is a skill for Claude Code, Codex from simbajigege/book2skills. It costs 39 tokens per session (2,259 once invoked), scanned A, original, MIT.

A framework based on William Thorndike’s The Outsiders for judging how chief executives allocate company money. It looks at choices such as reinvestment, share buybacks, acquisitions, dividends, spin-offs, and debt.

In plain words
What is it for?
Use it to assess CEOs and management teams, capital-allocation decisions, acquisitions, buybacks, spin-offs, decentralised operations, and long-term per-share value creation.
Why use it?
It helps distinguish decisions that increase value per share from decisions that mainly grow the company’s size or the leader’s influence. It gives investors and boards a structured way to review management choices.

Skill for Claude CodeCodex

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

Good fit Use it to assess CEOs and management teams, capital-allocation decisions, acquisitions, buybacks, spin-offs, decentralised operations, and long-term per-share value creation.

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Install with agentmods
npx agentmods add skills/simbajigege/book2skills/outsiders-ceo-capital-allocation-thorndike
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 simbajigege/book2skills --skill outsiders-ceo-capital-allocation-thorndike
Clone the repo
git clone --depth 1 https://github.com/simbajigege/book2skills

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 outsiders-ceo-capital-allocation-thorndike

README.md
[![agentmods](https://agentmods.dev/badge/skills/simbajigege/book2skills/outsiders-ceo-capital-allocation-thorndike/github.svg)](https://agentmods.dev/skills/simbajigege/book2skills/outsiders-ceo-capital-allocation-thorndike)
Your own site
<a href="https://agentmods.dev/skills/simbajigege/book2skills/outsiders-ceo-capital-allocation-thorndike"><img src="https://agentmods.dev/badge/skills/simbajigege/book2skills/outsiders-ceo-capital-allocation-thorndike/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.

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Your own site · 80×15
<a href="https://agentmods.dev/skills/simbajigege/book2skills/outsiders-ceo-capital-allocation-thorndike"><img src="https://agentmods.dev/badge/skills/simbajigege/book2skills/outsiders-ceo-capital-allocation-thorndike.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 39 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,259 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 $0.00039 $0.02259
Opus 5 $0.00019 $0.01130
Sonnet 5 $0.00008 $0.00452
Haiku 4.5 $0.00004 $0.00226

Measured 12d ago against content hash 41f40668b11d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

outsiders-ceo-capital-allocation-thorndike 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/outsiders-ceo-capital-allocation-thorndike/SKILL.md · 231 lines

How it starts

The opening of the file, as written. The whole thing — 231 lines — stays where its author put it; the contents beside it link to each section on GitHub.

The Outsiders — CEO Capital Allocation Skill

Knowledge source: The Outsiders by William N. Thorndike, Jr.

Overview

Use this skill to evaluate CEOs, management teams, capital allocation decisions, buybacks, acquisitions, spin-offs, leverage, decentralization, and per-share value creation. It supports investors, board members, operators, and analysts judging whether management thinks like owners rather than empire builders.

When to Use This Skill

Use this skill when the user asks:

  • "Is this CEO a good capital allocator?"
  • "Should the company repurchase shares, acquire, pay dividends, or reinvest?"
  • "How would The Outsiders judge this management team?"
  • "Is this acquisition or spin-off rational?"
  • "What metrics should I use to evaluate a CEO?"

Core Principle

The CEO's most important job is rational capital allocation. Great outsider CEOs maximize long-term per-share value by thinking like investors, focusing on cash flow, staying independent, decentralizing operations, and acting boldly only when the math is compelling.

Workflow Inventory

Workflow User question pattern Inputs Steps Output Independent trigger? Distinct references? Triage score Should be subskill? Reason
CEO evaluation "Is this CEO good?" TSR, peer returns, capital decisions, incentives Measure per-share value and allocation record CEO scorecard Yes Yes 3 No Central workflow.
Capital allocation decision "Buyback or acquisition?" Cash, debt, valuation, alternatives Compare deployment options and funding sources Allocation recommendation Yes Yes 3 No Same toolkit and output.
Buyback review "Is this repurchase smart?" Intrinsic value, price, balance sheet, alternatives Test denominator math and opportunity cost Buyback verdict Yes Yes 3 No Same capital allocation report.
Organization design "Should they decentralize?" Business units, controls, managers Assess operational decentralization with capital discipline Design guidance Yes Yes 3 No One dimension within CEO scorecard.

Read the full file on GitHub · 231 lines

Files

What ships with it

5 files 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. 12d ago First seen · 231 lines · 39 tokens per session scan A 41f40668b11d

Subscribe to this mod's changes

outsiders-ceo-capital-allocation-thorndike is a skill published in the GitHub repository simbajigege/book2skills (163 stars, last pushed 17d ago), licensed MIT. It adds 39 tokens to every session and 2,259 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.