# Investor Lenses

Named investor reasoning frameworks packaged as reusable analytical lenses, 12 lenses...

- Repository: https://github.com/HKUDS/Vibe-Trading (37375 stars)
- Category: Marketing
- License: MIT
- Last updated: 2026-11-01
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add HKUDS/Vibe-Trading --skill investor-lenses -g -a claude-code -y`
Codex: `npx skills add HKUDS/Vibe-Trading --skill investor-lenses -g -a codex -y`
Cursor: `npx skills add HKUDS/Vibe-Trading --skill investor-lenses -g -a cursor -y`
Gemini CLI: `npx skills add HKUDS/Vibe-Trading --skill investor-lenses -g -a gemini-cli -y`

## Description

Named investor reasoning frameworks packaged as reusable analytical lenses, 12 lenses (deep value, quality franchise, inversion, scuttlebutt growth, GARP, cycle positioning, debt cycle, forensic short, cost drag, right-business, weak-system contrarian, three questions) that stack on top of evidence already gathered, each with ordered priority signals, hard disqualifiers, and documented failure modes.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Investor Lenses

## What a lens is

A lens is a **reasoning procedure**: a fixed, ordered set of questions plus explicit
veto rules, distilled from one investor's publicly published methodology. It is
applied *after* the evidence exists, it does not gather data and does not care
where the data came from.

The value of a lens is that it is **opinionated and therefore falsifiable**. A lens
tells you, before you look at the answer, which signals it ranks first and which
facts make it walk away. Two lenses disagreeing on the same evidence is the
product, not a bug: the disagreement localizes exactly which assumption the
decision rests on.

## What a lens is NOT

- **Not investment advice.** Every lens output is an analytical exercise.
- **Not the named person's opinion.** Each lens is a reconstruction, in our own
  words, of a methodology that investor has described publicly. It is not written
  by them, not endorsed by them, and may diverge from what they would say today.
- **Not a universal truth test.** A lens verdict is conditional on the lens.
  "Fails the Graham lens" and "bad investment" are different statements.
- **Not a ranking of masters.** No lens is more correct than another; each has a
  domain where it is sharp and a domain where it is reliably wrong.

## The five-step run

The rest: https://github.com/HKUDS/Vibe-Trading/blob/HEAD/agent/src/skills/investor-lenses/SKILL.md