hohn-concentrated-quality
starsforks
How to install hohn-concentrated-quality?
xuboyuebobb/investorskills/hohn-concentrated-quality
$npx -y skills add xuboyuebobb/investorskills --skill hohn-concentrated-qualityUse when evaluating Chris Hohn / TCI-style concentrated quality investing: exceptional businesses, pricing power, high returns on capital, engagement, and long-duration concentrated ownership.
SKILL.md
| 1 | # Hohn Concentrated Quality |
| 2 | |
| 3 | Use this skill to apply Chris Hohn-style judgment. |
| 4 | |
| 5 | ## When To Use |
| 6 | |
| 7 | Use this skill when the user asks for: |
| 8 | |
| 9 | - concentrated quality portfolio |
| 10 | - pricing-power compounder |
| 11 | - TCI-style engagement |
| 12 | - high-ROIC long |
| 13 | |
| 14 | Trigger phrases include `Hohn`, `TCI`, `concentrated quality`, `pricing power`, `high ROIC`, `engagement`. |
| 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. Score business quality and pricing power. |
| 33 | 2. Estimate long-term ROIC and runway. |
| 34 | 3. Check valuation versus multi-year compounding. |
| 35 | 4. Use engagement if governance or capital allocation can improve value. |
| 36 | |
| 37 | ## Output Format |
| 38 | |
| 39 | ```md |
| 40 | # Hohn Concentrated Quality View: [Subject] |
| 41 | |
| 42 | ## Verdict |
| 43 | Concentrated Own / Engage / Watch / Quality Broken / 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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