greenblatt-special-situations

Name: greenblatt-special-situations
Author: xuboyuebobb

357stars13forks

How to install greenblatt-special-situations?

xuboyuebobb/investorskills/greenblatt-special-situations

$npx -y skills add xuboyuebobb/investorskills --skill greenblatt-special-situations

Installs into the current project.

Summary

Use when evaluating Joel Greenblatt-style special situations: spinoffs, restructurings, merger securities, forced selling, magic formula quality/value screens, and event-driven mispricing.

Files · 1

View on GitHub

SKILL.md

1	# Greenblatt Special Situations
2
3	Use this skill to apply Joel Greenblatt-style event-driven value: look where structural reasons force investors to sell or ignore securities, especially spinoffs, restructurings, merger securities, and overlooked quality-value combinations.
4
5	## When To Use
6
7	- Spinoff or post-spinoff analysis
8	- Restructuring, rights offering, merger security, or stub analysis
9	- Magic Formula quality/value screening
10	- Forced-selling event review
11
12	Trigger phrases include `Greenblatt`, `spinoff`, `special situation`, `magic formula`, `event-driven`, `stub`, and `forced selling`.
13
14	## Process
15
16	1. Identify the event and why natural holders may sell.
17	2. Separate parent, spin, stub, rights, or merger consideration.
18	3. Underwrite business quality and normalized earnings.
19	4. Compare valuation to hidden or standalone value.
20	5. Define event catalyst and post-event shareholder base.
21
22	## Output Format
23
24	```md
25	# Greenblatt View: [Situation]
26
27	## Verdict
28	Buy / Watchlist / Event Too Crowded / No Mispricing / Pass
29
30	## Event Structure
31	## Forced-Selling Mechanism
32	## Standalone Value
33	## Quality / Earnings Power
34	## Catalyst
35	## Risks
36	```
37
38	## Guardrails
39
40	- Do not buy every spinoff blindly.
41	- Do not ignore pro forma leverage.
42	- Do not assume event complexity equals value.
43
44	## Questflow Use
45
46	In Questflow, this skill is best used for event-driven stock discovery and special-situation memo generation.

People who liked this also viewed

6 picks

Type

greenblatt-special-situations

357stars13forks

View on GitHub

How to install greenblatt-special-situations?

xuboyuebobb/investorskills/greenblatt-special-situations

$npx -y skills add xuboyuebobb/investorskills --skill greenblatt-special-situations

Installs into the current project.

Summary

Use when evaluating Joel Greenblatt-style special situations: spinoffs, restructurings, merger securities, forced selling, magic formula quality/value screens, and event-driven mispricing.

Files · 1

View on GitHub

SKILL.md

1	# Greenblatt Special Situations
2
3	Use this skill to apply Joel Greenblatt-style event-driven value: look where structural reasons force investors to sell or ignore securities, especially spinoffs, restructurings, merger securities, and overlooked quality-value combinations.
4
5	## When To Use
6
7	- Spinoff or post-spinoff analysis
8	- Restructuring, rights offering, merger security, or stub analysis
9	- Magic Formula quality/value screening
10	- Forced-selling event review
11
12	Trigger phrases include `Greenblatt`, `spinoff`, `special situation`, `magic formula`, `event-driven`, `stub`, and `forced selling`.
13
14	## Process
15
16	1. Identify the event and why natural holders may sell.
17	2. Separate parent, spin, stub, rights, or merger consideration.
18	3. Underwrite business quality and normalized earnings.
19	4. Compare valuation to hidden or standalone value.
20	5. Define event catalyst and post-event shareholder base.
21
22	## Output Format
23
24	```md
25	# Greenblatt View: [Situation]
26
27	## Verdict
28	Buy / Watchlist / Event Too Crowded / No Mispricing / Pass
29
30	## Event Structure
31	## Forced-Selling Mechanism
32	## Standalone Value
33	## Quality / Earnings Power
34	## Catalyst
35	## Risks
36	```
37
38	## Guardrails
39
40	- Do not buy every spinoff blindly.
41	- Do not ignore pro forma leverage.
42	- Do not assume event complexity equals value.
43
44	## Questflow Use
45
46	In Questflow, this skill is best used for event-driven stock discovery and special-situation memo generation.

People who liked this also viewed

6 picks

Type