cathie-wood-innovation

Name: cathie-wood-innovation
Author: xuboyuebobb

357stars13forks

How to install cathie-wood-innovation?

xuboyuebobb/investorskills/cathie-wood-innovation

$npx -y skills add xuboyuebobb/investorskills --skill cathie-wood-innovation

Installs into the current project.

Summary

Use when evaluating Cathie Wood-style disruptive innovation themes: S-curves, converging technologies, long-duration growth, platform adoption, and multiyear innovation portfolios.

Files · 1

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SKILL.md

1	# Cathie Wood Innovation
2
3	Use this skill to apply Cathie Wood-style judgment.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- innovation theme analysis
10	- S-curve adoption underwriting
11	- ARK-style thematic portfolio
12	- long-duration tech disruption
13
14	Trigger phrases include `Cathie Wood`, `ARK`, `disruptive innovation`, `S-curve`, `thematic growth`, `innovation platform`.
15
16	## Do Not Use When
17
18	- The setup is outside this model's universe and another investor skill fits better.
19	- Critical data is missing and the model requires it.
20	- The user wants guaranteed returns or unbounded leverage.
21	- The request is only generic market chatter with no decision.
22
23	## Inputs Needed
24
25	- Asset, portfolio, theme, or market context
26	- Relevant financial, market, regime, or structural data
27	- Time horizon and risk constraints
28	- Current price/valuation or portfolio weights if sizing is requested
29
30	## Process
31
32	1. Define the innovation thesis and S-curve stage.
33	2. Map technology convergence and competitive dynamics.
34	3. Check cost curves, adoption data, and execution milestones.
35	4. Size for long duration and high volatility.
36
37	## Output Format
38
39	```md
40	# Cathie Wood Innovation View: [Subject]
41
42	## Verdict
43	Theme Overweight / Single-Name Long / Watch / Too Early / Too Expensive / Pass
44
45	## Setup / Thesis
46
47	## Evidence
48
49	## Risks
50
51	## Action Plan
52
53	## Invalidation
54
55	## Missing Data
56	```
57
58	## Guardrails
59
60	- Do not force a trade when filters fail.
61	- Do not ignore risk, liquidity, or regime constraints.
62	- Do not mix this model with another unless comparison is requested.
63	- Separate facts, assumptions, and judgment.
64
65	## Questflow Use
66
67	In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.

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cathie-wood-innovation

357stars13forks

View on GitHub

How to install cathie-wood-innovation?

xuboyuebobb/investorskills/cathie-wood-innovation

$npx -y skills add xuboyuebobb/investorskills --skill cathie-wood-innovation

Installs into the current project.

Summary

Use when evaluating Cathie Wood-style disruptive innovation themes: S-curves, converging technologies, long-duration growth, platform adoption, and multiyear innovation portfolios.

Files · 1

View on GitHub

SKILL.md

1	# Cathie Wood Innovation
2
3	Use this skill to apply Cathie Wood-style judgment.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- innovation theme analysis
10	- S-curve adoption underwriting
11	- ARK-style thematic portfolio
12	- long-duration tech disruption
13
14	Trigger phrases include `Cathie Wood`, `ARK`, `disruptive innovation`, `S-curve`, `thematic growth`, `innovation platform`.
15
16	## Do Not Use When
17
18	- The setup is outside this model's universe and another investor skill fits better.
19	- Critical data is missing and the model requires it.
20	- The user wants guaranteed returns or unbounded leverage.
21	- The request is only generic market chatter with no decision.
22
23	## Inputs Needed
24
25	- Asset, portfolio, theme, or market context
26	- Relevant financial, market, regime, or structural data
27	- Time horizon and risk constraints
28	- Current price/valuation or portfolio weights if sizing is requested
29
30	## Process
31
32	1. Define the innovation thesis and S-curve stage.
33	2. Map technology convergence and competitive dynamics.
34	3. Check cost curves, adoption data, and execution milestones.
35	4. Size for long duration and high volatility.
36
37	## Output Format
38
39	```md
40	# Cathie Wood Innovation View: [Subject]
41
42	## Verdict
43	Theme Overweight / Single-Name Long / Watch / Too Early / Too Expensive / Pass
44
45	## Setup / Thesis
46
47	## Evidence
48
49	## Risks
50
51	## Action Plan
52
53	## Invalidation
54
55	## Missing Data
56	```
57
58	## Guardrails
59
60	- Do not force a trade when filters fail.
61	- Do not ignore risk, liquidity, or regime constraints.
62	- Do not mix this model with another unless comparison is requested.
63	- Separate facts, assumptions, and judgment.
64
65	## Questflow Use
66
67	In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.

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