비즈니스 스킬

Research crypto protocols from their primary documentation and studies. Map incentive structures and attack surfaces, assess technical and economic strengths, and only then consider how a token or company represents the investment thesis.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing a crypto protocol before investing
• Analyzing L2 or MEV mechanisms
• Mapping incentives and attack surfaces

Assess a company’s promotional story, related parties, incentives, and disclosure record to build an evidence-based short thesis. The skill organizes potential catalysts, risks, missing information, and conditions that would invalidate the view.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking suspected stock promotion and who benefits
• Mapping promoters, related parties, and incentives
• Reviewing possible disclosure failures

Evaluate companies using Graham-style deep value analysis. Estimate net current asset value or tangible asset value, discount questionable assets, check liabilities, and assess whether a basket of statistically cheap stocks offers a margin of safety.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Screening for net-net stocks
• Checking a balance-sheet bargain
• Comparing a basket of deeply discounted shares

Assess long-term value investments in Chinese and global businesses using Li Lu’s approach. Define what the investor understands, research business quality and management, estimate conservative value and downside, and consider whether concentrated ownership is justified by long-term conviction.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Researching a Chinese or global quality business
• Defining a circle of competence
• Assessing management, moat, and reinvestment

Evaluate an investment or decision with Charlie Munger-style mental models. Work backward from failure, examine incentives, and apply several lenses to judge whether the opportunity is understandable and strong enough to merit concentrated action.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing how an investment could fail
• Checking management and stakeholder incentives
• Assessing whether a decision is within your expertise

Evaluate deeply discounted stocks by checking balance-sheet strength and asset quality, then consider a diversified basket of bargains. The skill helps frame evidence, risks, action steps, and conditions that would invalidate the investment view.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Screening a basket of stocks trading below asset value
• Reviewing debt and the quality of a company’s assets
• Planning diversified deep-value holdings

Evaluate growth stocks using CAN SLIM, a framework that checks earnings and sales growth, relative price strength, market direction, and chart patterns. Review a stock’s breakout point and outline buy, stop-loss, and sell rules.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Screening growth stocks for CAN SLIM traits
• Checking earnings growth and relative strength
• Reviewing a cup-with-handle or other base breakout

Evaluate growth stocks using Peter Lynch-style common sense. Classify the company, connect observations about its products to financial evidence, assess growth potential, valuation with PEG, and balance-sheet strength, then identify signs that the investment story is weakening.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Researching a familiar product as a stock idea
• Classifying a growth company
• Checking PEG, growth potential, and financial strength

Review cryptocurrency charts by identifying market structure, trend or range conditions, and the price level that would invalidate a trade idea. The analysis also considers leverage and market narratives, then frames a risk-aware action plan when data supports one.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Diagnosing a crypto trend or range
• Marking trade invalidation levels
• Reviewing leverage and liquidation risk

Assess whether a business fits a concentrated, long-term quality investing approach associated with Chris Hohn and TCI. Examine pricing power, returns on capital, growth runway, valuation, and whether engagement could improve governance or capital allocation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Screening businesses for long-term concentrated ownership
• Assessing pricing power and returns on capital
• Reviewing a company's valuation against its growth runway

Evaluate a stock by checking whether the business is understandable and durable, whether its price offers a margin of safety, and whether management is aligned. The result is a structured long-term view with risks, missing data, and conditions that would change the judgment.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Assessing whether a company is a good business
• Checking if a stock price is reasonable
• Reviewing a long-term holding decision

Review a business for long-term ownership by examining its durable advantages, owner earnings, management, and capital allocation. Estimate a conservative intrinsic value range and judge whether the current price leaves enough margin of safety, with risks and thesis invalidation points.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing a company for long-term ownership
• Assessing a business moat and owner earnings
• Estimating intrinsic value and a margin of safety

Evaluate AI, crypto, and software startups by examining technology shifts, market creation, platform potential, adoption evidence, and risks. The analysis separates durable advantages from temporary narratives and ends with a verdict, action plan, and conditions that would invalidate the thesis.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Assessing an AI or software startup’s platform potential
• Reviewing evidence for a crypto network thesis
• Comparing market creation with temporary hype

Analyze macro trades across currencies, interest rates, equity indexes, and commodities by identifying the main driver and checking liquidity, policy, and market confirmation. The skill helps define a liquid trade expression, manage concentrated risk, and set conditions for cutting losses.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding the main driver behind a macro trade
• Checking how liquidity and central bank policy align
• Comparing a trade thesis with market prices and consensus

Assess whether a consumer, pharmaceutical, or technology company may compound value over many years. Review its competitive moat, pricing power, long-term growth runway, and valuation, then organize a case for holding through volatility or passing.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Assessing a company for long-term ownership
• Reviewing moat durability and pricing power
• Evaluating consumer, pharma, or technology businesses

Assess trend-following trades by checking whether a liquid market is moving clearly, whether a breakout has confirmation, and where to enter or exit. Build a risk-defined plan with stops and rules for adding to a winning position.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Assessing a breakout or pivotal price level
• Planning a trend-following trade and stop
• Reviewing whether to hold, add, trim, or exit

Review growth stocks for a Volatility Contraction Pattern, where pullbacks become progressively smaller. Check trend, moving averages, relative strength, volume near the pivot, and breakout distance, then outline entry, stop, and invalidation levels.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing a VCP or base breakout setup
• Checking whether a stock is too extended from its pivot
• Planning an entry and structural stop for a growth stock

Examine a company or investment for accounting concerns, governance problems, and poor capital allocation. The skill uses filings and footnotes to build an evidence-based short or long thesis, identify catalysts and risks, and consider borrow costs, liquidity, and timing.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Review company filings for accounting red flags
• Investigate governance or capital allocation concerns
• Build an evidence-based short thesis and identify catalysts

Assess a market regime using growth, inflation, policy, and liquidity, then check whether price trends support that view. The skill links conviction to position size and outlines when to reduce exposure, hedge, or stand aside as the thesis weakens.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Identifying a macro regime in Chinese markets
• Checking whether price trends support a macro view
• Planning position size based on conviction

Find available domain names for a project, compare registration and renewal prices across registrars, and look for promo codes. The skill presents a purchase recommendation after the user chooses which domain names to consider.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding a domain name for a new project
• Checking whether a .com or .ai domain is available
• Comparing registrar prices and renewal fees

Find 13F fund records from approximate fund names and look up a stock’s CUSIP using its name. The skill ranks fuzzy matches, so searches can still be useful when you do not know the exact spelling; it also supports exact fund lookup by accession number.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding a 13F fund with an approximate name
• Looking up a stock CUSIP from its name
• Retrieving a fund record by accession number

Standardizes written manufacturing defect reasons against product codebooks. It splits mixed or unclear notes into segments, matches each segment to station-valid codes using text and record context, and provides a calibrated confidence level and rationale, with UNKNOWN when evidence is weak.

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• Cleaning typos and abbreviations in defect notes
• Matching defect descriptions to product codebooks
• Checking station-specific failure codes

Turn written logistics and operations rules into optimization variables, constraints, and objective components. It covers routing, capacity, assignments, inventory, schedules, and unmet-demand penalties, then recommends checking the resulting routes, loads, and costs against the output.

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• Modeling vehicle routes with capacity limits
• Turning staffing or scheduling rules into constraints
• Representing inventory moves and rebalancing

Use this reference to determine when a general ledger reversal cancels both the reversal row and its referenced posting. It explains the settlement-window date check, stale references that still post normally, and balance or reject symptoms that reveal one-sided cancellation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Debug a balance that is off by twice a reversal amount
• Check whether a referenced posting is inside the reversal window
• Distinguish stale references from paired cancellations