Deep Company Series
Write a publication-grade 8-part deep-dive series on a single company (~120k words...
Install
npx skills add HKUDS/Vibe-Trading --skill deep-company-series -g -a claude-code -y- Repository
- HKUDS/Vibe-Trading37.4k
- Category
- Writing
- Updated
- 3d ago
- License
- MIT
- Context cost
- Mediumabout 2,218 tokens
- Runs scripts
- No, instructions only
What it does
Write a publication-grade 8-part deep-dive series on a single company (~120k words total): cognitive reset / moat / profit engine / hidden assets / era variable (e.g. AI) / financials Buffett-style / management / valuation+redlines. The core IP is NOT writing but REVISING, a strict fact-check checklist catches pseudo-precision (probability-weighted expectations, third-party MAU discrepancies, linear extrapolation), absolute language, and cross-article number inconsistencies that most finance long-forms violate. Each piece stands alone but shares one valuation/management/price framework. Use when the user wants textbook-level depth on one company for public publishing (a single research report or earnings note is NOT this, use investment-research / earnings-review instead).
Deep-Company Series: An 8-Part Deep Dive on One Company
Write an 8-part deep-dive series (~120k words total) on a single company, from cognitive reset to a decision framework. The core IP is not "writing well" but "revising strictly", most finance long-form violates this skill's fact-check standard.
1. When to Use
The user wants "textbook-level" deep research on a company, published as a series of long-form articles. Distinct from a single research report:
- 8 parts, ~120k words, full loop from cognitive reset to a decision framework
- Each part stands alone (shareable singly) but shares one valuation / management / price framework
- Written for readers willing to spend 90 minutes understanding one company
Not for: a single research report, earnings note, sector study, use other skills (fundamentals / earnings / sector).
2. Series Template (8 Parts)
| # | Title template | Core question | Words |
|---|---|---|---|
| 01 | You think you understand X, you don't | Cognitive reset: break 3 common illusions | 4,000-5,000 |
| 02 | X's moat, {one-line business essence} | Is the moat deep; will it be there in 5/10 years | 6,000-8,000 |
| 03 | X's biggest profit engine, {most profitable business} | What is the core business; why it persists | 6,000-8,000 |
| 04 | The other company hidden on X's balance sheet, {hidden asset} | Investment portfolio / subsidiary / hidden value | 8,000-10,000 |
| 05 | In the AI (or current narrative) era, is X a winner or loser | Era variable: decompose the impact by business | 8,000-10,000 |
| 06 | Reading X's financials the Buffett way | Financial depth: gross margin / FCF / ROE / SBC | 8,000-10,000 |
| 07 | {management quote}, is X's management worth entrusting | Capital-allocation discipline + integrity test + succession | 8,000-10,000 |
| 08 | At what price to buy, what signal to sell (finale) | DCF 3-scenario + red lines + position framework | 10,000-12,000 |
