63 skills (repositories by questflowai) · sorted by popularity
Use when evaluating platforms, marketplaces, and networks through a USV-style lens: network effects, defensibility, protocols, openness, and scalable distribution.
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Use when evaluating investments through Zhang Lei / Hillhouse Capital's long-term research-driven value lens: deep research, do time's friend, invest in great companies, and actively help them grow.
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Use when evaluating Jim Simons / Renaissance-style quantitative strategies: many weak signals, statistical validation, signal decay, portfolio construction, execution cost, and model risk.
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Use when evaluating John Templeton-style global contrarian value: buy at points of maximum pessimism, search worldwide, and demand a large discount to long-term value.
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Use when evaluating Spruce Point-style accounting and governance shorts: earnings quality, cash conversion, aggressive adjustments, acquisition accounting, and capital-allocation red flags.
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Use when evaluating Prem Watsa / Fairfax-style value investing: insurance float, contrarian allocation, special situations, and conservative downside-focused capital allocation.
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Use when evaluating macro dislocations, reflexive feedback loops, policy shifts, positioning squeezes, and asymmetric bets in a George Soros style.
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Use when evaluating Richard Dennis / Turtle Trading-style breakout systems: Donchian channels, ATR/N-unit sizing, pyramiding, portfolio heat, and fully rule-based trend following.
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Use when evaluating A-share short-term technical setups through Tang Nengtong's classic TA lens: volume-price relationships, moving average systems, breakout signals, and short-term momentum entry/exit.
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Use when evaluating macro trends through Shi Hanbing's interest-analysis (利益分析法) lens: trace who benefits from what policy, follow the money, and predict macro direction from incentive structures.
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Use when evaluating early-stage startups through a YC-style lens: talk to users, achieve product-market fit, grow simply, default alive, and avoid premature scaling.
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Use when evaluating Bitcoin and crypto cycles through a Willy Woo-style on-chain lens: holder behavior, realized value, supply dynamics, and on-chain demand.
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Use when evaluating David Tepper-style distressed macro opportunities: crisis assets, policy backstops, capital structure, bank/credit stress, and asymmetric recovery trades.
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Use when evaluating a decision through Charlie Munger-style mental models: inversion, incentives, quality filters, multidisciplinary reasoning, and concentrated judgment.
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Use when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.
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Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.
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Use when evaluating crypto charts through a CryptoCred-style structure lens: levels, confluence, market structure, risk definition, and educational technical process.
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Use when evaluating bond, credit, duration, yield-curve, and fixed-income relative-value setups in a Jeffrey Gundlach style.
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Use when evaluating crypto protocols through a Paradigm-style research lens: mechanism design, protocol fundamentals, L2/MEV/incentives, and research-driven crypto investing.
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Use when evaluating US stocks through Serenity / @aleabitoreddit's AI and semiconductor supply-chain lens: upstream chokepoints, photonics/CPO bottlenecks, hyperscaler capex, institutional rotation, dilution risk, and thesis validation.
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Use when evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and concentrated ownership.
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Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence.
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Use when evaluating stocks through Qiu Guolu's value-quality lens: stay within circle of competence, focus on industry leaders with structural advantages, and demand simple clear thesis before investing.
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Use when evaluating stocks through Dan Bin's long-term compounder lens: buy great companies, hold through volatility, and let time do the work. Focus on consumer, pharma, and tech compounders.
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