Management Deep Dive
Deep management assessment, the 'buying a stock is buying a person' layer.
Install
npx skills add HKUDS/Vibe-Trading --skill management-deep-dive -g -a claude-code -y- Repository
- HKUDS/Vibe-Trading37.4k
- Category
- Writing
- Updated
- 3d ago
- License
- MIT
- Context cost
- Mediumabout 2,066 tokens
- Runs scripts
- No, instructions only
What it does
Deep management assessment, the 'buying a stock is buying a person' layer. For a company or a named executive, evaluate integrity (promise-vs-delivery tracking, crisis behavior, stakeholder treatment), ability (strategic foresight, execution, capital-allocation record) and governance (equity structure, compensation, related-party deals). Outputs a weighted score across integrity / ability / capital-allocation / governance plus Duan Yongping's 3-question verdict ('would you hand this person your money for 10 years'). Use when standard research leaves management quality uncertain, or when management IS the investment thesis.
Management Deep Dive: Buying a Stock Is Buying a Person
Deep management research on a company (or person company).
"Buying a stock is buying a person. Find someone you trust, then hold long-term.", Duan Yongping
"To judge management, look at what they do when no one is watching.", Buffett
Design Philosophy
Most analysis stops at the surface: résumé, shareholding, compensation. But Buffett spends time talking with management, Li Lu says investing is fundamentally investing in people, Duan Yongping says buying a stock is buying a person.
AI can't have dinner with management, but it can via public information: ① track whether words match deeds (promises vs delivery); ② analyze the return of every major capital-allocation decision; ③ infer character from decisions made in hard times; ④ cross-check via employee / merchant / customer feedback.
Use when: standard research leaves management score uncertain (★★★ or below), or when management is the core investment logic.
Step 1: Identify Key People
Use web_search / get_stock_profile / get_sec_filings:
| Role | Name | Tenure | Background | Shareholding/options |
|---|---|---|---|---|
| CEO/Chairman | ||||
| CFO | ||||
| Founder (if not in role) | ||||
| Actual controller (if different from CEO) | ||||
| Other key executives |
Distinguish "who decides" from "whose name is on the title", some founders remain the soul even after stepping down.
Then gather four data categories (sequentially via web_search + get_stock_news + get_financial_statements + get_sec_filings, or run_swarm): ① CEO public statements and prediction record; ② capital-allocation decisions (M&A / buybacks / dividends / new business); ③ governance and compensation; ④ side validation (employee / customer / industry reputation).
