muddy-waters-forensic

Name: muddy-waters-forensic
Author: xuboyuebobb

357stars13forks

How to install muddy-waters-forensic?

xuboyuebobb/investorskills/muddy-waters-forensic

$npx -y skills add xuboyuebobb/investorskills --skill muddy-waters-forensic

Installs into the current project.

Summary

Use when evaluating Muddy Waters-style forensic short research: fraud, channel checks, related-party structures, cash verification, governance failure, and evidence-based short theses.

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SKILL.md

1	# Muddy Waters Forensic Short
2
3	Use this skill to apply Muddy Waters / Carson Block-style judgment.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- forensic short report
10	- fraud or channel-stuffing suspicion
11	- related-party complexity
12	- cash/revenue verification
13	- China/overseas complex structure short
14
15	Trigger phrases include `Muddy Waters`, `Carson Block`, `forensic short`, `channel check`, `related party`, `fraud short`, `cash verification`.
16
17	## Do Not Use When
18
19	- Another investor skill fits the setup better.
20	- Critical primary evidence is unavailable.
21	- The user wants guaranteed returns or unbounded risk.
22	- The request is generic chatter with no decision.
23
24	## Inputs Needed
25
26	- Company, startup, token, report target, or market context
27	- Primary documents, product data, user/revenue evidence, or research materials
28	- Time horizon, capital structure, and risk constraints
29	- Valuation or round pricing if sizing/commitment is requested
30
31	## Process
32
33	1. Map the market's trusted management story.
34	2. Identify the specific alleged false mechanism.
35	3. Gather primary evidence: filings, channel checks, related parties, cash trail.
36	4. Define catalyst, short structure, squeeze/time risk, and invalidation.
37
38	## Output Format
39
40	```md
41	# Muddy Waters Forensic Short View: [Subject]
42
43	## Verdict
44	Short / Watch / Evidence Incomplete / Structure Risk Too High / Pass
45
46	## Thesis
47
48	## Evidence
49
50	## Risks
51
52	## Action Plan
53
54	## Invalidation
55
56	## Missing Data
57	```
58
59	## Guardrails
60
61	- Do not force conviction without evidence.
62	- Do not ignore incentives, structure, or liquidity/risk constraints.
63	- Separate facts, assumptions, and judgment.
64	- Do not present this as financial advice.
65
66	## Questflow Use
67
68	In Questflow, this skill is best used as a specialized judgment module for research workflows, Fund theses, diligence, monitoring, and decision support.

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muddy-waters-forensic

357stars13forks

View on GitHub

How to install muddy-waters-forensic?

xuboyuebobb/investorskills/muddy-waters-forensic

$npx -y skills add xuboyuebobb/investorskills --skill muddy-waters-forensic

Installs into the current project.

Summary

Use when evaluating Muddy Waters-style forensic short research: fraud, channel checks, related-party structures, cash verification, governance failure, and evidence-based short theses.

Files · 1

View on GitHub

SKILL.md

1	# Muddy Waters Forensic Short
2
3	Use this skill to apply Muddy Waters / Carson Block-style judgment.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- forensic short report
10	- fraud or channel-stuffing suspicion
11	- related-party complexity
12	- cash/revenue verification
13	- China/overseas complex structure short
14
15	Trigger phrases include `Muddy Waters`, `Carson Block`, `forensic short`, `channel check`, `related party`, `fraud short`, `cash verification`.
16
17	## Do Not Use When
18
19	- Another investor skill fits the setup better.
20	- Critical primary evidence is unavailable.
21	- The user wants guaranteed returns or unbounded risk.
22	- The request is generic chatter with no decision.
23
24	## Inputs Needed
25
26	- Company, startup, token, report target, or market context
27	- Primary documents, product data, user/revenue evidence, or research materials
28	- Time horizon, capital structure, and risk constraints
29	- Valuation or round pricing if sizing/commitment is requested
30
31	## Process
32
33	1. Map the market's trusted management story.
34	2. Identify the specific alleged false mechanism.
35	3. Gather primary evidence: filings, channel checks, related parties, cash trail.
36	4. Define catalyst, short structure, squeeze/time risk, and invalidation.
37
38	## Output Format
39
40	```md
41	# Muddy Waters Forensic Short View: [Subject]
42
43	## Verdict
44	Short / Watch / Evidence Incomplete / Structure Risk Too High / Pass
45
46	## Thesis
47
48	## Evidence
49
50	## Risks
51
52	## Action Plan
53
54	## Invalidation
55
56	## Missing Data
57	```
58
59	## Guardrails
60
61	- Do not force conviction without evidence.
62	- Do not ignore incentives, structure, or liquidity/risk constraints.
63	- Separate facts, assumptions, and judgment.
64	- Do not present this as financial advice.
65
66	## Questflow Use
67
68	In Questflow, this skill is best used as a specialized judgment module for research workflows, Fund theses, diligence, monitoring, and decision support.

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6 picks

Type