「investment」の検索結果

Assesses critical mineral investments with supply chain mapping, geopolitical risk, and processing infrastructure analysis. Use when evaluating critical minerals, analyzing lithium/cobalt supply, or assessing rare earth investments.

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。

Assesses timberland and agricultural investments with biological growth rates, harvest economics, and land value appreciation. Use when evaluating timber investments, analyzing farmland, or assessing biological asset returns.

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。

Assesses country-level investment risk with political stability, rule of law, corruption indices, and expropriation history analysis. Use when evaluating country risk, assessing political exposure, or scoring sovereign investment environments.

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。

Develops PE sector theses with industry mapping, secular trends, fragmentation opportunity, and target universe identification. Use when building sector strategies, mapping investment themes, or identifying subsector opportunities.

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。

Generate a concise 1-page investment brief from a thesis — the elevator pitch version. Use when user says "brief", "summarise thesis", "pitch me [TICKER]", "one-pager", or "investment memo".

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。

Structured, multi-dimensional company investment research framework for AI agents and human analysts. Provides a 10-part checklist (moat, tech, market, customers, growth, financials, geography, governance, valuation, recommendation) to turn scattered info into a consistent, high-quality investment memo. | 面向 AI Agent 与人工分析师的公司投研框架，用 10 大维度系统梳理商业模式、护城河、成长与估值，快速产出结构化投研报告。

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。

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.

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。

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models

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。

Chief Customer Officer advisory for startups: retention decomposition (gross retention vs NRR honesty, churn root-cause taxonomy), customer segmentation strategy (differential investment across tiers + ICP fit scoring), CS team coverage model (pooled vs named CSM thresholds + ratio math), and CS team org evolution (CS vs Support vs AM distinctions). Use when designing retention strategy, segmenting customers for differential investment, sizing CS team, or sequencing CS hires. Strategic only — does not duplicate engineering/business-growth tactical skills.

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。

AI Berkshire skill: 投资研究：巴菲特-芒格-段永平-李录 四大师综合分析框架. Source: skills/investment-research.md.

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。

AI Berkshire skill: 投研团队：四角色并行分析框架. Source: skills/investment-team.md.

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。

Codex-only writing and layout overlay for AI Berkshire investment research reports. Use whenever Codex creates, rewrites, revises, or critiques company/industry/fund research reports, especially long-form Markdown reports that need financial rigor, readable business mechanics, contrarian analysis, valuation-to-action guidance, investor-specific recommendations, restrained typography, and clear buy/hold/sell signals. Do not use this to modify Claude Code slash-command sources.

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。

AI Berkshire skill: 巴菲特价值投资买入前 Checklist. Source: skills/investment-checklist.md.

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。

Compare research records you provide to see changes in facts, scores and judgments. Use when the user asks to investment review with AlphaGBM. Use the bundled Python runner; never silently replace real results with demos.

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。

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

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。

Comprehensive market environment analysis and reporting tool. Analyzes global markets including US, European, Asian markets, forex, commodities, and economic indicators. Provides risk-on/risk-off assessment, sector analysis, and technical indicator interpretation. Triggers on keywords like market analysis, market environment, global markets, trading environment, market conditions, investment climate, market sentiment, forex analysis, stock market analysis, 相場環境, 市場分析, マーケット状況, 投資環境.

AI leadership advisor on AI strategy, governance, risk, investment, and org design. Use when defining an AI strategy, building an AI governance program, scoring AI maturity, or drafting an AI risk register.

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。

Investment Committee memo drafting for China-focused PE/IB deals. Adapted from the original ic-memo skill for Chinese market context, terminology, and decision frameworks. Triggers on "A股投委会", "IC Memo", "investment memo China", "投委会材料", "IC memo A-share", or "committee memo [company]".

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。

Technical due diligence for M&A, investment, or acquisition. Reads a target company's codebase and generates a comprehensive tech DD report with architecture assessment, tech debt quantification, scalability analysis, security posture, team capability inference, build system quality, test coverage, deployment maturity, and open source license risks. Outputs tech-dd-report.md formatted like a real investment memo with risk ratings, remediation costs, and go/no-go recommendation.

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。

Comprehensive market environment analysis and reporting tool. Analyzes global markets including US, European, Asian markets, forex, commodities, and economic indicators. Provides risk-on/risk-off assessment, sector analysis, and technical indicator interpretation. Triggers on keywords like market analysis, market environment, global markets, trading environment, market conditions, investment climate, market sentiment, forex analysis, stock market analysis, 相場環境, 市場分析, マーケット状況, 投資環境.

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

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。

Investment Thesis Generator — builds a complete, structured investment thesis with bull/bear cases, catalyst timeline, entry/exit strategies, position sizing, and asymmetry assessment for any publicly traded stock.

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。

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.

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。

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models

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。