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 spikeHongg/china-stock-research-skills --skill valuation-investment-strategygit clone --depth 1 https://github.com/spikeHongg/china-stock-research-skillsWrote 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/spikehongg/china-stock-research-skills/valuation-investment-strategy)<a href="https://agentmods.dev/skills/spikehongg/china-stock-research-skills/valuation-investment-strategy"><img src="https://agentmods.dev/badge/skills/spikehongg/china-stock-research-skills/valuation-investment-strategy/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/spikehongg/china-stock-research-skills/valuation-investment-strategy"><img src="https://agentmods.dev/badge/skills/spikehongg/china-stock-research-skills/valuation-investment-strategy.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 | $0.00055 | $0.00570 |
| Opus 5 | $0.00028 | $0.00285 |
| Sonnet 5 | $0.00011 | $0.00114 |
| Haiku 4.5 | $0.00006 | $0.00057 |
Grade A, and why
valuation-investment-strategy 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.
How it starts
The opening of the file, as written. The whole thing — 56 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Valuation Investment Strategy
Build scenario-based valuation only after the factual base is complete.
Non-Negotiable Rules
- Do not invent inputs when public evidence is missing.
- Tie every key assumption to a public source or a clearly labeled analytical assumption.
- Use scenario analysis instead of false precision.
- Keep facts separate from judgment and trading plan.
- Default every intermediate and final output to Simplified Chinese unless the user explicitly requests another language.
Read First
skills/shared/references/citation-standard.mdskills/shared/references/research-output-template.mdskills/shared/references/analysis-pattern-selector.mdskills/shared/references/language-output-standard.mdskills/shared/templates/valuation-scenario-table.mdskills/valuation-investment-strategy/references/method-selection.md- If the company is in a business-model transition or asset-heavy ramp, also load the matching shared overlay.
- If the company is an IDC or AI-compute transition case,
skills/shared/references/idc-heavy-asset-transition-overlay.mdandskills/valuation-investment-strategy/references/idc-valuation-overlays.mdare optional example overlays.
When to Use
- A full company view already exists and now needs a valuation frame.
- The company is in transition and simple PE is not enough.
- The report needs bear, base, and bull cases with explicit assumptions.
Workflow
- Pull outputs from the previous five skills.
- Select the right method: peer multiple, SOTP, EV/EBITDA, PB, DCF, or asset-based.
- Define a scenario table with revenue, margin, capex, utilization, and balance-sheet assumptions.
- Link every assumption to the supporting source or mark it as an analytical estimate.
- Produce a value range, thesis checkpoints, and invalidation triggers.
Required Output
事实: valuation-relevant facts, peer set, asset base, financing constraints解读: which method is most suitable and why待验证问题: missing occupancy, margin, capex, or disposal assumptionsScenario Table: bear, base, bull with linked assumptionsInvestment Plan: build condition, stop condition, and thesis-confirmation milestones
What ships with it
2 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.
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.
- 12d ago First seen · 56 lines · 55 tokens per session scan A 31ef450aa1e3
valuation-investment-strategy is a skill published in the GitHub repository spikeHongg/china-stock-research-skills (17 stars, last pushed 6mo ago), licensed MIT. It adds 55 tokens to every session and 570 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.
Other skills, from other repositories
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A broad stock-research workflow combining ideas associated with Warren Buffett, Charlie Munger, Duan Yongping, and Li Lu. It examines the business, its quality, its risks, and its value.
income-investment
AI Berkshire skill: Income Investment: Durable and Opportunistic Distribution Analysis. Source: skills/income-investment.md.
industry-funnel
An investing screen that narrows the full market down to three companies by evaluating industries through a value-investing process.