xbtlin/ai-berkshire
21 skills
$npx skills add xbtlin/ai-berkshireSkillInstalls
bottleneck-hunterAI Berkshire skill: 供应链瓶颈猎手：AI驱动的全球产业链瓶颈套利. Source: skills/bottleneck-hunter.md.deep-company-seriesAI Berkshire skill: 深度公司系列：8 篇长文拆一家公司. Source: skills/deep-company-series.md.dyp-askAI Berkshire skill: 段永平问答：以他的方式思考. Source: skills/dyp-ask.md.earnings-reviewAI Berkshire skill: 财报精读：一手资料深度解读. Source: skills/earnings-review.md.earnings-teamAI Berkshire skill: 财报精读团队：四大师并行解读 + 公众号发布. Source: skills/earnings-team.md.financial-dataAI Berkshire skill: 财务数据获取与交叉验证规范. Source: skills/financial-data.md.income-investmentAI Berkshire skill: Income Investment: Durable and Opportunistic Distribution Analysis. Source: skills/income-investment.md.industry-funnelAI Berkshire skill: 行业漏斗筛选：从全市场到 3 家的价值投资精选流程. Source: skills/industry-funnel.md.industry-researchAI Berkshire skill: 行业投资研究：产业链全景扫描 + 四大师个股分析框架. Source: skills/industry-research.md.investment-checklistAI Berkshire skill: 巴菲特价值投资买入前 Checklist. Source: skills/investment-checklist.md.investment-memo-craftCodex-only writing and layout overlay for AI Berkshire investment research reports.investment-researchAI Berkshire skill: 投资研究：巴菲特-芒格-段永平-李录 四大师综合分析框架. Source: skills/investment-research.md.investment-teamAI Berkshire skill: 投研团队：四角色并行分析框架. Source: skills/investment-team.md.management-deep-diveAI Berkshire skill: 管理层纵深研究：买股票就是买人. Source: skills/management-deep-dive.md.news-pulse公司新闻脉搏：股价异动时快速归因。用 4 个并行 Agent 侦察公司事件/监管政策/行业对手/市场情绪，产出"事件时间线 + 异动主因判断 + 是否触发论文重审"。portfolio-reviewAI Berkshire skill: 组合管理：从\"研究公司\"到\"管理组合\". Source: skills/portfolio-review.md.private-company-researchAI Berkshire skill: 未上市公司研究：多Agent并行深度研究框架. Source: skills/private-company-research.md.quality-screenAI Berkshire skill: 去劣筛选：7条指标快速排除非一流公司. Source: skills/quality-screen.md.thesis-driftAI Berkshire skill: 投资论文漂移检测：分清事实变化与措辞变化. Source: skills/thesis-drift.md.thesis-trackerAI Berkshire skill: 投资论文追踪：买入后的纪律系统. Source: skills/thesis-tracker.md.wechat-articleAI Berkshire skill: 微信公众号文章：作者-编辑-读者三Agent协作. Source: skills/wechat-article.md.