Investigate an unpopular long or short idea by defining the market’s consensus, checking primary documents, and identifying how pricing may be wrong. The skill lays out catalysts, timing, carry costs, path risks, and conditions that would invalidate the trade.
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Use when evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven downside/upside.
实测评分 未实测
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Use this skill to apply Michael Burry-style contrarian research: read primary sources, find a non-consensus mispricing, define the exact mechanism that makes the market wrong, and structure a trade with large asymmetry and explicit time/carry risk.
Use this skill when the user asks for:
Trigger phrases include Burry, Big Short, contrarian, asymmetric, bubble, short thesis, credit default, deep value, and unpopular trade.
# Burry View: [Asset]
## Verdict
Asymmetric Long / Asymmetric Short / Watch / Too Early / Pass
## Consensus Belief
## Variant Perception
## Primary Evidence
## Trade Structure
## Catalyst And Timing
## Carry / Path Risk
## Invalidation
In Questflow, this skill is best used as a contrarian asymmetry module for deep research, shorts, complex assets, and Fund risk reviews.
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Examine crypto networks and companies by locating them in the ecosystem, reviewing adoption and developer activity, and considering how open access and incentives may support growth over time. The skill organizes a thesis, evidence, risks, and possible investment expression.
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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.
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Evaluate a company for a focused, long-term investment or activist case. The skill examines business quality, estimated value, the gap between price and value, possible catalysts such as operational changes, and the risks that could invalidate the thesis.
中文简介正在准备中。当前显示英语简介。
Assess crypto themes by combining narrative, social attention, community activity, liquidity, token valuation, and price action. Compare a token with peers, distinguish organic interest from promotion, and outline a trade plan with rotation risks and invalidation conditions.
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Assess crypto markets through dollar liquidity, funding conditions, and risk appetite. The skill organizes evidence into a risk-on, neutral, or risk-off view, then frames possible BTC, ETH, or broader market exposure with risks and conditions that would invalidate the thesis.
中文简介正在准备中。当前显示英语简介。
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.
中文简介正在准备中。当前显示英语简介。