augur-lynch
01Skill Claude CodeCodex
Peter Lynch AI — GARP / PEG, consumer growth, everyday observations.
295 1mo ago A 20 tokens
original MIT
Skill Claude CodeCodex
Serenity AI — AI/semiconductor supply chain bottlenecks, chokepoint assets.
295 1mo ago A 23 tokens
original MIT
augur-thiel
03Skill Claude CodeCodex
Peter Thiel AI — 0→1 monopoly thinking, tech platforms and deep tech.
295 1mo ago A 22 tokens
original MIT
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
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
yekwennnn/ashare-graham-screener
Skill Claude CodeCodex
An automated stock screener for Chinese A-share companies using Benjamin Graham’s defensive-investing rules, which favor financially stable businesses at reasonable prices.
11 1mo ago A 135 tokens
original MIT
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