「valuation」の検索結果

Supply-chain bottleneck arbitrage. Given a super-trend (AI infra, energy transition, defense, semiconductor reshoring, space economy), decompose its physical supply chain down to Layer 2/3 choke points (optics, lasers, InP/SOI substrates, IC substrates, probe cards, specialty fiberglass...) and surface under-the-radar listed companies sitting on each bottleneck. Scores each link on 6 scarcity criteria, applies mandatory valuation gates (PS/PE/safety-margin) via the financial_rigor tool, and Munger-style reverse-validates. Outputs a ranked bottleneck opportunity board. Use when the user wants hidden beneficiaries of a structural trend rather than already-priced leaders.

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Factor research framework with IC/IR analysis, quantile backtesting, and factor combination. Suitable for cross-sectional factor evaluation across multiple instruments.

日本語の概要は準備中です。原文の説明を表示しています。

ADR/H-share/A-share cross-listing premium analysis — track pricing gaps between US-listed ADRs, HK-listed H-shares, and A-shares for arbitrage signals, dual-listing valuation, and delisting risk assessment.

日本語の概要は準備中です。原文の説明を表示しています。

Hedging strategy design (beta hedge / option protection / tail risk / cross-asset hedging), including hedge-ratio calculation and cost evaluation.

日本語の概要は準備中です。原文の説明を表示しています。

Architectural decision-making framework. Requirements analysis, trade-off evaluation, ADR documentation. Use when making architecture decisions or analyzing system design.

日本語の概要は準備中です。原文の説明を表示しています。

Expert in designing effective prompts for LLM-powered applications. Masters prompt structure, context management, output formatting, and prompt evaluation. Use when: prompt engineering, system prompt, few-shot, chain of thought, prompt design.

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Evaluates code generation models across HumanEval, MBPP, MultiPL-E, and 15+ benchmarks with pass@k metrics. Use when benchmarking code models, comparing coding abilities, testing multi-language support, or measuring code generation quality. Industry standard from BigCode Project used by HuggingFace leaderboards.

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Use when the task requires reading A-share stock data, financial data, valuation context, or querying local stock collections through core.skill_runtime runtime interfaces.

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Use this skill when the user wants to build a financial model — 3-statement model, DCF valuation, LBO, SaaS unit economics, sensitivity / scenario analysis, debt schedule, or fundraising projections — in Excel. Trigger on: 'financial model', '3-statement model', 'P&L + BS + CF', 'DCF', 'WACC', 'NPV', 'terminal value', 'LBO', 'debt schedule', 'cash sweep', 'MOIC', 'IRR / XIRR', 'sensitivity table', 'scenario analysis', 'ARR model', 'unit economics', 'CAC / LTV', 'cap table forecast'. Output is a single formula-driven .xlsx. This skill is a scene layer on top of officecli-xlsx — it inherits every xlsx v2 rule (4-color code, visual floor, number formats, cache-drift, Known Issues, Delivery Gate minimum cycle). DO NOT invoke for a simple budget tracker, CSV dump, or operational KPI sheet — route those to officecli-xlsx base.

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Use when planning, funding, scoping, or synthesizing enterprise research across workstreams — clinical study design, R&D program finance, market sizing/surveys, or product/user research. Triggers on "design this clinical study", "what sample size", "R&D budget", "burn rate", "capitalize or expense", "TAM SAM SOM", "market sizing", "survey design", "segment the market", "plan user interviews", "usability test", "synthesize research insights". Forks context to route to one of four Research-Operations sub-skills (clinical-research, research-finance, market-research, product-research) and returns a digest. Distinct from ra-qm-team (regulatory submission), finance (corporate close/valuation), research/grants (funding discovery), product-team (persona/journey/live experiments), and marketing-skill (campaign analytics).

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Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use when user mentions risk management, ISO 14971, risk analysis, FMEA, fault tree analysis, hazard identification, risk control, risk matrix, benefit-risk analysis, residual risk, risk acceptability, or post-market risk.

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Use when managing the money for an internal R&D program or portfolio — building a multi-period program budget with the F&A (indirect) split, tracking burn rate and runway against value-inflection milestones, or routing R&D cost items to a capitalize-vs-expense determination. Every budget output surfaces its assumptions block; capitalize-vs-expense is decision-support only and routes to a named finance owner — it never books an entry or decides accounting treatment. Distinct from finance/financial-analysis (corporate DCF, close, valuation) and research/grants (funding discovery — this manages money already won).

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Turns marketing prompts into tested, versioned production assets: A/B prompt evaluation against structured test cases, immutable prompt version history with diffs, ready-to-use marketing prompt templates (ad copy, email campaigns, social posts, landing pages, SEO meta), and an LLM-governance playbook for marketing teams (claim discipline, disclosure rules, human-review gates). Use when a marketing team relies on AI-generated content and needs prompt quality to be measurable and safe — or when the user mentions 'prompt engineering,' 'improve my prompts,' 'prompt templates,' 'prompt versioning,' 'AI content workflow,' or 'AI governance for marketing.'

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When the user wants to build a free tool for marketing — lead generation, SEO value, or brand awareness. Use when they mention 'engineering as marketing,' 'free tool,' 'calculator,' 'generator,' 'checker,' 'grader,' 'marketing tool,' 'lead gen tool,' 'build something for traffic,' 'interactive tool,' or 'free resource.' Covers idea evaluation, tool design, and launch strategy. For pure SEO content strategy (no tool), use seo-audit or content-strategy instead.

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Technology stack evaluation and comparison with TCO analysis, security assessment, and ecosystem health scoring. Use when comparing frameworks, evaluating technology stacks, calculating total cost of ownership, assessing migration paths, or analyzing ecosystem viability.

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This skill should be used when the user asks to "design system architecture", "evaluate microservices vs monolith", "create architecture diagrams", "analyze dependencies", "choose a database", "plan for scalability", "make technical decisions", or "review system design". Use for architecture decision records (ADRs), tech stack evaluation, system design reviews, dependency analysis, and generating architecture diagrams in Mermaid, PlantUML, or ASCII format.

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World-class senior data scientist skill specialising in statistical modeling, experiment design, causal inference, and predictive analytics. Covers A/B testing (sample sizing, two-proportion z-tests, Bonferroni correction), difference-in-differences, feature engineering pipelines (Scikit-learn, XGBoost), cross-validated model evaluation (AUC-ROC, AUC-PR, SHAP), and MLflow experiment tracking — using Python (NumPy, Pandas, Scikit-learn), R, and SQL. Use when designing or analysing controlled experiments, building and evaluating classification or regression models, performing causal analysis on observational data, engineering features for structured tabular datasets, or translating statistical findings into data-driven business decisions.

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M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation.

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Technical leadership guidance for engineering teams, architecture decisions, and technology strategy. Use when assessing technical debt, scaling engineering teams, evaluating technologies, making architecture decisions, establishing engineering metrics, or when user mentions CTO, tech debt, technical debt, team scaling, architecture decisions, technology evaluation, engineering metrics, DORA metrics, or technology strategy.

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Chief Data Officer advisory for startups: AI training data rights and consent provenance, data product strategy (warehouse vs lakehouse vs mesh, build-vs-buy), B2B customer-data-as-asset valuation and M&A readiness, data team org evolution. Use when deciding whether to train models on customer data, choosing data architecture, valuing data for fundraising or M&A, sequencing data hires, or when user mentions CDO, chief data officer, data strategy, data mesh, lakehouse, training data, data product, data monetization, or customer data asset. NOT a tactical data engineering skill — strategic decisions only.

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Automates the end-to-end detection engineering workflow in Google SecOps using MCP tools. Use when fetching threat intelligence from blogs, generating Threat Detection Opportunities (TDOs), simulating attacker behavior with synthetic UDM events, evaluating rule coverage, and deploying gap-closing rules. Don't use for standalone YARA-L 2.0 rule authoring/tuning (use secops-detection-engineering), threat hunting, or SOC investigation.

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Configures GKE observability, including Cloud Logging, Cloud Monitoring, and managed Prometheus. Use when configuring GKE monitoring, setting up GKE logging, or configuring Prometheus metrics collection, and to troubleshoot Managed Service for Prometheus (GMP) issues such as missing metrics, unhealthy scrape targets, PodMonitoring misconfiguration, rule/alert evaluation failures, and monitoring permission errors. Don't use to configure local application logging frameworks or external APMs outside GKE.

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Connects to and performs inference with Google Cloud Agent Platform GenAI models, including First-Party Gemini models and Third-Party OpenMaaS models (Llama, DeepSeek, Qwen, etc.). Use when asked to perform inference, ask a model a question, run a test prompt, execute chat completions, or generate code for calling Gemini or OpenMaaS models, authenticate with GenAI SDK, OpenAI SDK, or legacy Agent Platform SDK, configure base URLs and global/regional endpoints, or troubleshoot 429 Resource Exhausted (DSQ), 400 User Validation, or 404 Not Found errors. Don't use for deploying models to endpoints or for running model evaluations.

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Deploy open models or custom weights from Model Garden to Agent Platform endpoints, check the status of an in-progress deployment operation, or clean up resources by undeploying models and deleting endpoints. Use when asked to actively deploy a model, list the Model Garden CATALOG of available models, check if a specific model is deployable (`gcloud ai model-garden models list-deployment-config`), query deployment cost, troubleshoot deployment errors (like quota limits), or undeploy/clean up endpoints. Also use when copying and deploying a 1P Tuned Model. Don't use for pure listing/discovery questions of the form "is X deployed?", "list my endpoints", or "which regions have models running?" — for those use `agent-platform-endpoint-management`. Don't use for running model evaluations (use `agent-platform-eval-flywheel` skill).

日本語の概要は準備中です。原文の説明を表示しています。