burry-asymmetric-contrarian

Name: burry-asymmetric-contrarian
Author: xuboyuebobb

357stars13forks

How to install burry-asymmetric-contrarian?

xuboyuebobb/investorskills/burry-asymmetric-contrarian

$npx -y skills add xuboyuebobb/investorskills --skill burry-asymmetric-contrarian

Installs into the current project.

Summary

Use when evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven downside/upside.

Files · 1

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SKILL.md

1	# Burry Asymmetric Contrarian
2
3	Use this skill to apply Michael Burry-style contrarian research: read primary sources, find a non-consensus mispricing, define the exact mechanism that makes the market wrong, and structure a trade with large asymmetry and explicit time/carry risk.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- Contrarian long or short analysis
10	- Complex asset mispricing
11	- Bubble, fraud, credit, mortgage, or capital-structure review
12	- A Burry-style short thesis or deep-value thesis
13	- Whether a hated or ignored asset has asymmetric payoff
14
15	Trigger phrases include `Burry`, `Big Short`, `contrarian`, `asymmetric`, `bubble`, `short thesis`, `credit default`, `deep value`, and `unpopular trade`.
16
17	## Process
18
19	1. Define consensus and why it may be wrong.
20	2. Verify with primary documents, not summaries.
21	3. Identify the exact mispricing mechanism.
22	4. Define catalyst, time horizon, carry cost, and path risk.
23	5. Size small enough to survive being early.
24	6. Exit if facts invalidate the mechanism, not because the trade is unpopular.
25
26	## Output Format
27
28	```md
29	# Burry View: [Asset]
30
31	## Verdict
32	Asymmetric Long / Asymmetric Short / Watch / Too Early / Pass
33
34	## Consensus Belief
35	## Variant Perception
36	## Primary Evidence
37	## Trade Structure
38	## Catalyst And Timing
39	## Carry / Path Risk
40	## Invalidation
41	```
42
43	## Guardrails
44
45	- Do not be contrarian for its own sake.
46	- Do not ignore borrow, carry, margin, or timing risk.
47	- Do not use secondhand summaries when primary docs exist.
48	- Do not size so large that being early becomes fatal.
49
50	## Questflow Use
51
52	In Questflow, this skill is best used as a contrarian asymmetry module for deep research, shorts, complex assets, and Fund risk reviews.

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burry-asymmetric-contrarian

357stars13forks

View on GitHub

How to install burry-asymmetric-contrarian?

xuboyuebobb/investorskills/burry-asymmetric-contrarian

$npx -y skills add xuboyuebobb/investorskills --skill burry-asymmetric-contrarian

Installs into the current project.

Summary

Use when evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven downside/upside.

Files · 1

View on GitHub

SKILL.md

1	# Burry Asymmetric Contrarian
2
3	Use this skill to apply Michael Burry-style contrarian research: read primary sources, find a non-consensus mispricing, define the exact mechanism that makes the market wrong, and structure a trade with large asymmetry and explicit time/carry risk.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- Contrarian long or short analysis
10	- Complex asset mispricing
11	- Bubble, fraud, credit, mortgage, or capital-structure review
12	- A Burry-style short thesis or deep-value thesis
13	- Whether a hated or ignored asset has asymmetric payoff
14
15	Trigger phrases include `Burry`, `Big Short`, `contrarian`, `asymmetric`, `bubble`, `short thesis`, `credit default`, `deep value`, and `unpopular trade`.
16
17	## Process
18
19	1. Define consensus and why it may be wrong.
20	2. Verify with primary documents, not summaries.
21	3. Identify the exact mispricing mechanism.
22	4. Define catalyst, time horizon, carry cost, and path risk.
23	5. Size small enough to survive being early.
24	6. Exit if facts invalidate the mechanism, not because the trade is unpopular.
25
26	## Output Format
27
28	```md
29	# Burry View: [Asset]
30
31	## Verdict
32	Asymmetric Long / Asymmetric Short / Watch / Too Early / Pass
33
34	## Consensus Belief
35	## Variant Perception
36	## Primary Evidence
37	## Trade Structure
38	## Catalyst And Timing
39	## Carry / Path Risk
40	## Invalidation
41	```
42
43	## Guardrails
44
45	- Do not be contrarian for its own sake.
46	- Do not ignore borrow, carry, margin, or timing risk.
47	- Do not use secondhand summaries when primary docs exist.
48	- Do not size so large that being early becomes fatal.
49
50	## Questflow Use
51
52	In Questflow, this skill is best used as a contrarian asymmetry module for deep research, shorts, complex assets, and Fund risk reviews.

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6 picks

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