投行并购 (投行并购 / 交易撮合 (Investment Banking M&A / Dealmaking) — 面向并购顾问、企业融资、卖方/买方交易执行的职业认知操作系统,从业者(分析师 Analyst / 经理 Associate / 副总裁 VP / 董事 Director / 董事总经理 MD / 内部公司发展 Corp Dev / PE 投资人)、想入行者、以及服务这行(法律/会计/估值/咨询)的视角。覆盖: (a) 第一性张力 — 投行 M&A 的核心世界观分歧: **价格 vs 价值 (price 是市场愿意付的, value 是内在的, deal 在两者缝隙里成交) ⇄ 确定性 vs 最高价 (certainty of close 对卖方常胜过纸面最高报价) ⇄ 顾问/中介 vs 委托代理 (banker 是 agent, 客户利益 vs 成交费的激励冲突真实存在, 「banker 总想成交」是行业原罪批判)**; 更深层 — 「过程/竞价纪律 (controlled auction 制造竞争张力、信息不对称管理) ⇄ 关系/信任 (relationship banking、长期 coverage、reputational capital)」, 「叙事/包装 (the story, equity story, positioning) ⇄ 数字/尽调 (the numbers, diligence, quality of earnings)」, 「估值的科学外衣 (DCF/comps 的伪精确) ⇄ 谈判的真实定价 (价格由 leverage、竞争、时机决定)」; (b) 估值与分析正典 (最标准化、最易蒸出高质量+CLI 化) — DCF (折现现金流: FCF 预测/WACC 折现率/terminal value 终值/Gordon growth vs exit multiple), Comparable Companies (可比公司/trading comps: EV/EBITDA, EV/Revenue, P/E), Precedent Transactions (先例交易/deal comps: control premium 控制权溢价), LBO (杠杆收购模型: IRR/MOIC/debt schedule/sources & uses), Accretion/Dilution (增厚/摊薄分析: EPS 影响、pro forma), Sum-of-the-Parts (分部估值/SOTP), Football Field (估值区间图), Merger Model (合并模型: synergies 协同/purchase accounting/goodwill), Sensitivity/scenario; (c) 交易流程与产出物 — 卖方流程 (sell-side: teaser 简介 → NDA → CIM/IM 信息备忘录 → management presentation → IOI 意向函 → data room 数据室 → LOI/term sheet → confirmatory diligence → SPA 买卖协议 → signing → closing), 买方流程 (buy-side: thesis/sourcing → outreach → valuation → bid → exclusivity → diligence → financing → close), auction 类型 (broad/targeted/negotiated/preemptive bid); 产出物: pitchbook 推介材料、CIM、fairness opinion 公平意见、board presentation、fee letter、engagement letter; (d) 交易结构与条款 — consideration (cash/stock/mix/earnout 对赌)、deal protections (breakup fee 分手费/go-shop/no-shop/MAC 重大不利变化条款)、representations & warranties 陈述与保证、escrow 托管、working capital adjustment 营运资金调整、reverse termination fee、collar 价格区间、tender offer vs merger、hostile vs friendly、defensive tactics (poison pill 毒丸/white knight 白衣骑士/staggered board); (e) 行业结构与角色 — bulge bracket (高盛/摩根士丹利/JPM/BofA/花旗) vs elite boutique (Centerview/Evercore/Moelis/Lazard/PJT/Perella) vs middle market (Houlihan Lokey/William Blair/Harris Williams) vs regional/independent; analyst→associate→VP→director→MD 晋升金字塔; coverage (行业组) vs product (M&A/ECM/DCM/leveraged finance/restructuring); sponsors group (服务 PE); 买方包括 PE/strategic acquirer/corp dev; (f) 量化指标与节奏 — deal fee (success fee 业内通常约 1-2% 视规模递减/retainer/Lehman formula)、league table 排行榜、pitch→mandate 转化、deal velocity、hours culture (analyst 80-100h/week 文化批判)、bonus/comp 结构、deal sheet (简历上的成交清单); (g) 争议/批判 — fairness opinion 是否橡皮图章 (利益冲突: 出意见的 banker 也收成交费)、estimate 的伪精确 (DCF garbage in garbage out、假设驱动结论)、banker 永远建议成交 (deal 偏见、empire building 助推 CEO 自利并购)、协同效应系统性高估 (大量并购毁灭价值、winner's curse 赢家诅咒)、analyst 血汗工厂文化 (2021 高盛 13 人 deck 事件、过劳死争议)、advisory 价值 vs 中介寻租之争、bulge vs boutique 的利益独立性叙事 (boutique 标榜「无承销利益冲突」)、SPAC 泡沫与 de-SPAC 教训; (h) 流派/思想谱系 — 估值学派 (Aswath Damodaran 估值教父/纽大、Tim Koller McKinsey《Valuation》、McKinsey valuation 体系) vs 公司金融教科书派 (Rosenbaum & Pearl《Investment Banking》行业圣经、Brealey Myers Allen、CFI/WSP/BIWS 培训体系) vs 交易实战派 (Bruce Wasserstein《Big Deal》、Joseph Perella/Felix Rohatyn 老派 dealmaker、现代 boutique 创始人) vs 行为/批判派 (并购毁灭价值的学术证据、Damodaran 对协同/控制权溢价的批判、Matt Levine《Money Stuff》解构华尔街逻辑) vs PE/buy-side 视角 (LBO 数学、value creation 杠杆/运营/multiple expansion)。不含: 二级市场股票交易/卖方研究 (equity research)、零售财富管理/private banking、纯 ECM/IPO 承销执行 (虽相关但聚焦 M&A advisory)、纯 PE 投后运营、量化交易/对冲基金策略、纯公司财务报表会计。) Master OS — automated mastery of 投行并购 / 交易撮合 (Investment Banking M&A / Dealmaking) — 面向并购顾问、企业融资、卖方/买方交易执行的职业认知操作系统,从业者(分析师 Analyst / 经理 Associate / 副总裁 VP / 董事 Director / 董事总经理 MD / 内部公司发展 Corp Dev / PE 投资人)、想入行者、以及服务这行(法律/会计/估值/咨询)的视角。覆盖: (a) 第一性张力 — 投行 M&A 的核心世界观分歧: **价格 vs 价值 (price 是市场愿意付的, value 是内在的, deal 在两者缝隙里成交) ⇄ 确定性 vs 最高价 (certainty of close 对卖方常胜过纸面最高报价) ⇄ 顾问/中介 vs 委托代理 (banker 是 agent, 客户利益 vs 成交费的激励冲突真实存在, 「banker 总想成交」是行业原罪批判)**; 更深层 — 「过程/竞价纪律 (controlled auction 制造竞争张力、信息不对称管理) ⇄ 关系/信任 (rela
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swaylq/master-skill☆ 1552026年9月6日 更新
This skill channels the reasoning of Yann LeCun, Chief AI Scientist at Meta and Turing Award winner. Use this skill whenever you are evaluating AI architectures, discussing the limitations of Large Language Models (LLMs), debating AI safety and regulation (anti-doomerism), or designing autonomous machine intelligence. It is highly relevant for topics involving self-supervised learning, open-source AI strategy, world models, physical grounding versus text-based learning, and objective-driven AI systems. Trigger this skill to apply his frameworks on abstract representation learning (JEPA) and energy-based models, even if the user doesn't explicitly name him.
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K-Dense-AI/mimeographs☆ 1302026年8月19日 更新
Find, rank, and safely remove accidental codebase complexity by proving real consumers, dynamic entrypoints, compatibility obligations, duplicate representations, speculative surfaces, and lifecycle ownership. Use when asked to simplify or clean up a repository, reclaim code entropy, reduce over-engineering or redundancy, find deletion candidates, collapse duplicate state/APIs, remove dead or added-then-abandoned code beyond static-tool output, or implement an evidence-backed simplification pass in any language or stack. Also trigger for 代码化简、熵回收、删代码、清理冗余、收敛抽象、去除过度设计. Do not use as a performance audit unless simplification is the stated goal.
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tautcony/ChapterTool☆ 1132026年10月13日 更新
Audits an existing lesson against UDL's three principles — engagement, representation, and action/expression. Identifies specific access barriers and suggests concrete modifications ranked by impact.
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nota-america/forgecat-agent-profiles☆ 902026年9月24日 更新
Generates multiple means of engagement, representation, and action/expression for a given learning goal. Produces specific, practical alternatives — not generic options — and recommends the highest-impact single change.
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nota-america/forgecat-agent-profiles☆ 902026年9月24日 更新
Develop pedagogical content knowledge for a topic by surfacing common misconceptions and effective representations. Use when preparing to teach unfamiliar content or improving teaching of hard topics.
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nota-america/forgecat-agent-profiles☆ 902026年9月24日 更新
Design a visual complement to verbal content using dual coding principles for stronger encoding. Use when creating slides, diagrams, posters, or visual explanations of complex concepts.
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nota-america/forgecat-agent-profiles☆ 902026年9月24日 更新
Design a document set for a document-based lesson — selecting and sequencing sources for analytical tension around a central question. Use when assembling sources for a new lesson or when an existing set produces flat responses.
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nota-america/forgecat-agent-profiles☆ 902026年9月24日 更新
Use when user requests diagrams, flowcharts, architecture charts, or visualizations. Also use proactively when explaining systems with 3+ components, complex data flows, or relationships that benefit from visual representation. Generates .excalidraw files and exports to PNG/SVG via Kroki API or locally using excalidraw-brute-export-cli.
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Agents365-ai/365-skills☆ 842026年10月13日 更新
Use when user requests diagrams, flowcharts, architecture charts, or visualizations. Also use proactively when explaining systems with 3+ components, complex data flows, or relationships that benefit from visual representation. Generates .tldr JSON files and exports to PNG/SVG locally using @kitschpatrol/tldraw-cli.
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Agents365-ai/365-skills☆ 842026年10月13日 更新
Reviews serde serialization code for derive patterns, enum representations, custom implementations, and common serialization bugs. Use when reviewing Rust code that uses serde, serde_json, toml, or any serde-based serialization format. Covers attribute macros, field renaming, and format-specific pitfalls.
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existential-birds/beagle☆ 822026年9月16日 更新
Product visuals must show the real product with real data. Use when building landing pages, hero sections, screenshots or demo panels.
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dembrandt/dembrandt-skills☆ 722026年10月12日 更新
Show a table and its map, diagram, timeline or chart together, with selection synced both ways. Use when data appears in two representations at once.
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dembrandt/dembrandt-skills☆ 722026年10月12日 更新
Deliberate practice as a rigorous training method distinct from ordinary repetition. Covers Ericsson's four conditions (specific goals, full attention, immediate feedback, repetition at the edge of current ability), the role of mental representations, coach-directed vs. self-directed practice, the plateau escape pattern, and practical drill design for procedural skills. Use when designing practice sets, diagnosing why practice is no longer producing gains, or distinguishing productive effort from busywork.
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Tibsfox/gsd-skill-creator☆ 712026年7月20日 更新
Systematic analysis of DC and AC linear circuits using Ohm's law, Kirchhoff's laws, node and mesh methods, Thevenin and Norton equivalents, phasor analysis, and Bode plots. Covers series and parallel reduction, superposition, source transformation, impedance in the frequency domain, first and second order transient response, and the conversion between time domain and phasor representations. Use when quantitatively predicting voltages, currents, power, gain, phase, or time response of any lumped-element linear circuit.
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Tibsfox/gsd-skill-creator☆ 712026年7月20日 更新
Spatial dimensions of political power, state sovereignty, territorial conflict, borders, international governance, and critical geopolitics. Covers classical geopolitics (Mackinder, Ratzel, Mahan), critical geopolitics (Said, O Tuathail), state territory and sovereignty, border theory, international organizations and governance, electoral geography, and postcolonial perspectives on power and space. Use when reasoning about territorial disputes, borders, international relations, state power, colonialism and its legacies, or the politics of geographic representation.
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。
Tibsfox/gsd-skill-creator☆ 712026年7月20日 更新
Understanding how digital systems actually work -- hardware, operating systems, networks, and information representation -- at a depth sufficient to reason about them rather than just use them. Covers CPU/RAM/storage/GPU roles, what an OS does, how packets travel the internet, and how computers represent numbers, text, images, and sound as binary. Use when a learner needs to build a mental model of computing rather than memorize menu paths.
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Tibsfox/gsd-skill-creator☆ 712026年7月20日 更新
Before dispatching a multi-agent team, run a spectral diagnostic on the proposed communication graph and emit a (ρ, Δ, κ) coordination signature plus a pass/fail verdict against per-task-class thresholds. Builds the row-stochastic operator P from the team graph, computes the successor representation M = (I − γP)⁻¹, and ranks the topology for robustness (κ, condition number), consensus (Δ, spectral gap), and drift (ρ, spectral radius). Per Parks & Alharthi (arxiv 2605.11453), rank order on (κ, Δ, ρ) predicts coordination quality pre-execution with rank correlations of 1.0 / 0.5 / −1.0. Triggers: "dispatch the team", "team topology check", "before running the agents", "is this team configuration OK", "team pre-flight".
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Tibsfox/gsd-skill-creator☆ 712026年7月20日 更新
CatColab Ologs (Ontology Logs) - category-theoretic knowledge representation where objects are concepts and morphisms are functional relationships. Foundation for database schemas and conceptual modeling.
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plurigrid/asi☆ 672026年7月10日 更新
Analyze, improve, or represent processes across a file or directory by delegating to process-siren. Uses the same semantic model and validation loop as single-process work; Mermaid is produced when it is the useful concise representation.
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Jamie-BitFlight/claude_skills☆ 672026年10月13日 更新
Design, change or audit one Anabasis contract: adoption gates, verifier discrimination, artifact representation and the tools over it (including whether a tool earns its place from recorded use), model-visible text, or coding discipline including a small rule-changing fix. Load only the relevant area; source and AGENTS.md own current mechanisms and authority.
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s-smits/anabasis☆ 622026年10月13日 更新
An agent skill that uses BlurHash, the compact image placeholder representation algorithm by Wolt, to generate and decode tiny hash strings that represent blurred previews of images. Enables instant placeholder rendering in web and mobile applications while full images load.
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。
agentskillexchange/skills☆ 512026年10月12日 更新
Generates architecture, database, and system diagrams using Mermaid syntax. Creates visual representations of system architecture, database schemas, component relationships, data flows, and standalone HTML exports.
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oimiragieo/agent-studio☆ 432026年7月14日 更新
Create production-ready Grafana dashboards with reusable panels, template variables, annotations, and provisioning for version-controlled dashboard deployment. Use when creating visual representations of Prometheus, Loki, or other data source metrics, building operational dashboards for SRE teams, migrating from manual dashboard creation to version-controlled provisioning, or establishing executive-level SLO compliance reporting.
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。
pjt222/agent-almanac☆ 372026年10月12日 更新