Codex adapter note

This skill is generated from skills/thesis-drift.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.

投资论文漂移检测：分清事实变化与措辞变化

对 $ARGUMENTS 执行投资论文漂移检测。

支持输入格式：

• 公司名 旧报告路径 新报告路径, 指定两份研究报告或论文快照进行对比
• 公司名 reports/{公司名}-thesis-旧日期.md reports/{公司名}-thesis-新日期.md, 对比两份带日期的论文快照
• 公司名, 自动查找 reports/{公司名}-thesis.md 及同目录历史快照；如果没有基线则转入缺失基线处理

"当事实改变时，我就改变想法。你呢？", , 凯恩斯

"股价波动不是论文漂移，事实变了才是。", , AI Berkshire

设计理念

长期持仓最难的不是每天读新闻，而是区分三件事：

• 事实改变：收入、利润率、竞争格局、管理层行为、资本配置发生可验证变化
• 价格改变：市场情绪或估值倍数变化，但生意本身未变
• 措辞改变：两份报告表达不同，但底层证据和判断没有变化

投资论文漂移检测的目标是：只在证据变化时承认论文变化。不能因为报告换了写法就制造漂移，也不能因为股价涨跌就误判基本面。

本 Skill 依赖 /thesis-tracker 输出的结构化维度：核心假设清单、红线清单、估值锚点、追踪记录表。没有这些结构时，先补齐基线，再做漂移检测。

执行流程

第一步：判断操作模式