business-model skills

18 tagged business-model, measured the same way as everything else here.

Browse within: agent-workflows 14ai-skills 14book-to-skill 14decision-making 14value-investing 14investment 8公众号 8

capability-circle

01

kangarooking/duan-yongping-skill

Skill Claude CodeCodex

A framework for deciding which companies and industries an investor understands well enough to judge their future cash flow.

47 4mo ago A 168 tokens original MIT

kangarooking/duan-yongping-skill

Skill Claude CodeCodex

An investing framework about putting a larger share of money into a small number of companies you understand well. It distinguishes concentrated investing from broad diversification used for general wealth management.

47 4mo ago A 194 tokens original MIT

dcf-valuation

03

kangarooking/duan-yongping-skill

Skill Claude CodeCodex

An investing method for estimating whether a company's share price is cheap by thinking about its future cash earnings. DCF means discounted cash flow, a way to value future money in today's terms.

47 4mo ago A 201 tokens original MIT