Investment Memo Craft
Codex-only writing and layout overlay for AI Berkshire investment research reports.
Install
npx skills add xbtlin/ai-berkshire --skill investment-memo-craft -g -a claude-code -y- Repository
- xbtlin/ai-berkshire17k
- Category
- Design
- Updated
- 3d ago
- License
- MIT
- Context cost
- Mediumabout 2,268 tokens
- Runs scripts
- No, instructions only
What it does
Codex-only writing and layout overlay for AI Berkshire investment research reports. Use whenever Codex creates, rewrites, revises, or critiques company/industry/fund research reports, especially long-form Markdown reports that need financial rigor, readable business mechanics, contrarian analysis, valuation-to-action guidance, investor-specific recommendations, restrained typography, and clear buy/hold/sell signals. Do not use this to modify Claude Code slash-command sources.
Investment Memo Craft
Purpose
Turn investment research into a decision-ready Codex research report. Keep the data discipline of the underlying research skill, but make the output easier for an investor to use: concrete business mechanics, sharp inverse thinking, explicit opportunity cost, action thresholds, and calm Markdown typography.
Use this as a writing and judgment overlay. It does not replace financial-data rules, primary-source checks, valuation tools, or report audit tooling.
For long-form AI Berkshire outputs, title the artifact as a "research report" by default. Use "investment memo" only when the user explicitly asks for a memo format.
This is a Codex-only hand-written skill kept under codex-skills/ for simple installation. Do not add a same-named skills/investment-memo-craft.md source unless intentionally adopting this workflow for Claude Code too.
Core Workflow
-
Open with context; reserve the full decision for after the evidence.
- In the first screen, state the research date, price, market cap, valuation, and a short thesis.
- Do not front-load the full buy/hold/sell table unless the user explicitly asks for an executive memo.
- Put the detailed recommendation, investor-specific actions, and price bands near the end, after business quality, risk, and valuation have been argued.
- Separate "good business" from "good investment at this price".
-
Build the operating map before the philosophy.
- Include revenue structure, segment economics, unit drivers, and 3-5 year trends early.
- For asset-heavy businesses, show the key assets individually when they explain the moat.
- Explain the pricing mechanism, customer lock-in, cost structure, and reinvestment needs.
