# Management Deep Dive

Deep management assessment, the 'buying a stock is buying a person' layer.

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

## Install

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

## Description

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.

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

# 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).

## Step 2: CEO Circle of Competence

### Strategic Foresight

The rest: https://github.com/HKUDS/Vibe-Trading/blob/HEAD/agent/src/skills/management-deep-dive/SKILL.md