跳到正文
cccskills
免费在 GitHub 公开

icahn-activist

Assess activist investment ideas by identifying undervalued assets and governance or capital allocation problems, then estimating potential value from actions such as buybacks or asset sales. Review ownership, board vulnerability, shareholder support, catalysts, and campaign risks.

中文简介正在准备中。当前显示英语简介。

原文查看原文说明

Use when evaluating Carl Icahn-style activist investments: undervalued assets, poor governance, capital allocation fixes, buybacks, asset sales, board pressure, and control catalysts.

实测评分 未实测

查看安装方法

适用场景

  • Reviewing an activist campaign thesis
  • Assessing a buyback or asset sale proposal
  • Analyzing sum-of-the-parts undervaluation
  • Evaluating board pressure and governance risks

包含的文件(2)

  • SKILL.md1.6 KB
  • invest.md6.9 KB

SKILL.md(原文)

安装前可以查看交给 AI 代理的指令内容。

Icahn Activist

Use this skill to apply Carl Icahn-style activist thinking: identify a valuable but mismanaged company, define what should change, estimate value after change, and assess whether activism can force the catalyst.

When To Use

  • Activist campaign analysis
  • Capital allocation, buyback, asset sale, spin, or board-change thesis
  • Sum-of-the-parts undervaluation
  • Governance and management pressure review

Trigger phrases include Icahn, activist, board, buyback, asset sale, sum of parts, proxy fight, and capital allocation.

Process

  1. Identify asset value and current mismanagement.
  2. Define the activist demand.
  3. Estimate value unlocked by action.
  4. Assess ownership, board vulnerability, and shareholder support.
  5. Define catalyst and campaign risk.

Output Format

# Icahn Activist View: [Company]

## Verdict
Activist Long / Watch / Needs Catalyst / Governance Too Hard / Pass

## Undervaluation
## What Must Change
## Control / Governance Path
## Value Unlock
## Risks

Guardrails

  • Do not assume management will act voluntarily.
  • Do not ignore poison pills, voting control, or legal constraints.
  • Do not overvalue assets that cannot be sold.

Questflow Use

In Questflow, this skill is best used for governance, capital-allocation, and activist-catalyst analysis.

评价

还没有评价。欢迎分享你的使用感受。

评论

无需登录即可发表。欢迎分享使用感受、提问,或说明在哪些环境下无法运行。

还没有评论。来写第一条吧。

提交后会立即公开。请勿填写邮箱、电话等个人信息。URL 最多 2 个。

0 / 1000 字

此表单受 reCAPTCHA 保护,适用 Google 的隐私权政策和服务条款。

同一仓库的技能

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.

中文简介正在准备中。当前显示英语简介。

  • Evaluating adoption of a Web3 project
  • Comparing crypto infrastructure with applications
  • Reviewing developer traction and network openness
questflowai/investorskills18832026年8月23日 更新

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.

中文简介正在准备中。当前显示英语简介。

  • Assessing an AI or software startup’s platform potential
  • Reviewing evidence for a crypto network thesis
  • Comparing market creation with temporary hype
questflowai/investorskills18832026年8月23日 更新

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。

  • Reviewing a concentrated long thesis
  • Assessing an activist campaign
  • Finding catalysts for a quality company
questflowai/investorskills18832026年8月23日 更新

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.

中文简介正在准备中。当前显示英语简介。

  • Assessing crypto narratives and memecoin cycles
  • Comparing ecosystem and application tokens
  • Separating organic community growth from promotion
questflowai/investorskills18832026年8月23日 更新

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。

  • Assessing how macro liquidity may affect BTC or ETH
  • Reviewing leverage and crypto funding cycles
  • Drafting a liquidity-focused crypto investment thesis
questflowai/investorskills18832026年8月23日 更新

buffett

免费

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。

  • Reviewing a company for long-term ownership
  • Assessing a business moat and owner earnings
  • Estimating intrinsic value and a margin of safety
questflowai/investorskills18832026年8月23日 更新

查看 questflowai 的全部技能

报告此技能的问题