Skills

Income Investment

AI Berkshire skill: Income Investment: Durable and Opportunistic Distribution Analysis.

Install

npx skills add xbtlin/ai-berkshire --skill income-investment -g -a claude-code -y
Repository
xbtlin/ai-berkshire17k
Category
Engineering
Updated
3d ago
License
MIT
Context cost
Mediumabout 2,931 tokens
Runs scripts
No, instructions only

What it does

AI Berkshire skill: Income Investment: Durable and Opportunistic Distribution Analysis. Source: skills/income-investment.md.

Codex adapter note

This skill is generated from skills/income-investment.md so Claude Code and Codex users share one canonical workflow.

  • Treat $ARGUMENTS as the user's request in the current Codex thread.
  • When the source mentions Claude-only surfaces such as Task, Agent, WebSearch, Bash, Read, or Write, use the closest Codex capability available in this session: subagents when available, web search when needed, shell commands for local tools, and normal file edits for workspace files.
  • Use shared project tools from tools/ in this repository. Prefer running commands from the repository root with paths like python3 tools/financial_rigor.py ...; if the current thread starts outside the repo, locate the actual checkout path first instead of assuming a fixed home-directory path.
  • Before starting research, run the date command to confirm today's date; treat it as the baseline for "latest" data and state the data cutoff date in the report header. Never assume the current date from training data.
  • Preserve the research quality rules from AGENTS.md: cross-check financial data, use exact arithmetic tools for valuation/math, and clearly label uncertainty and source gaps.

Income Investment: Durable and Opportunistic Distribution Analysis

Analyze $ARGUMENTS to answer:

Can this company produce sufficiently durable and attractive distributable income to justify a portfolio role, either as a long-term income conviction or as an opportunistic yield position?

Never treat a high displayed yield as evidence of a good opportunity. This workflow is for learning and research, not personalized investment advice.

Input

Use this command form:

/income-investment "<company or ticker>" [mode=new|existing] [role=core-income|opportunistic-income|unspecified] [quantity=...] [cost_basis=...] [portfolio_weight=...] [target_yield=...] [tax_residence=...] [portfolio_file=...] [horizon=...]
Read the whole SKILL.md on GitHub

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