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research-discipline

Check investment research for bias before searching and before writing conclusions. A short checklist broadens coverage beyond large companies and English sources, challenges bullish assumptions, and checks whether important figures are current.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

원문원문 설명 보기

A short self-bias checklist to run at the START of any investment research task (stock screen / sector study / company deep-dive). Four biases that systematically warp AI research — leader-bias (only big caps), English-bias (miss JP/KR/TW players), narrative-bias (chase concept labels), confirmation-bias (only bullish evidence) — plus recency-bias. Load this first, then research with the corrections in mind. Not a workflow, just a 60-second attitude reset that materially improves coverage and honesty.

설치 방법 보기

이럴 때 유용합니다

  • Include smaller companies and suppliers in stock screens
  • Expand supply chain research to local language sources
  • Test investment theses against opposing evidence
  • Check the dates of key figures before drawing conclusions

포함된 파일(1)

  • SKILL.md2.8 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

AI Research Bias Self-Check

Run this at the start of any research task (screening, sector study, company deep-dive). These biases systematically warp AI-generated research — 60 seconds here materially improves coverage and intellectual honesty.

The biases and their corrections

BiasHow it showsCorrection
Leader-biasSearch results are dominated by large-caps; you end up analyzing only the obvious names.Deliberately search small/mid-caps and suppliers; add small cap / mid cap / supply chain to queries. Ask: "who is NOT in the top-10 that should be here?"
English-biasYou miss Japanese / Korean / Taiwanese / European players because English sources under-cover them.For any hardware/supply-chain thesis, explicitly search JP/KR/TW markets in their own languages — they are often the actual choke-point owners.
Narrative-biasYou get pulled in by a concept label ("AI stock", "new energy") and analyze the marketing instead of the business.Ignore the label; look at the actual product, unit economics, and financial statements. A company tagged "AI" may have no AI revenue.
Confirmation-biasOnce a thesis forms, you only search for evidence that supports it.Force a Munger inversion: for every bull point, deliberately search the bear case ("X risks / problems / bear case"). Cite at least one disconfirming data point per conclusion.
Recency-biasYou rely on a cached/outdated figure because it ranks high in search.For any material number, check its date. Prefer the last 30 days; mark anything older than a year as "possibly stale".

How to apply

  1. Before the first search, read the rows above.
  2. Write the thesis in one sentence, then for each bias ask: "am I about to fall into this?"
  3. Consciously broaden the query plan: small-caps? non-English markets? the bear case? the latest data?
  4. After research, before writing conclusions, re-check: did I cite any disconfirming evidence? did I miss a non-English player? is any key figure stale?

This pairs with:

  • financial_rigor cross_validate — verify the numbers (data layer)
  • report_audit — verify the final report (output layer)
  • this skill — verify the reasoning (thinking layer)

리뷰

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