Use when evaluating crypto networks and companies through an a16z crypto lens: web3 adoption, infrastructure vs apps, open networks, and long-duration crypto ecosystem investing.
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questflowai/investorskills18772026年8月23日 更新
免费在 GitHub 公开
klarman-deep-value
Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.
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查看安装方法包含的文件（2）
- SKILL.md1.6 KB
- invest.md7.2 KB
SKILL.md（原文）
安装前可以查看交给 AI 代理的指令内容。
Klarman Deep Value
Use this skill to apply Seth Klarman-style deep value: buy assets at large discounts to conservative value when complexity, illiquidity, distress, or forced selling creates a margin of safety.
When To Use
- Deep value and distressed analysis
- Liquidation value, asset value, or hidden value review
- Forced-seller and illiquidity discount opportunities
- Downside-first portfolio review
Trigger phrases include Klarman, Baupost, margin of safety, deep value, distressed, liquidation value, and forced seller.
Process
- Estimate conservative asset value and liquidation value.
- Identify why the asset is mispriced: distress, complexity, illiquidity, neglect, forced selling.
- Demand a large margin of safety.
- Check balance sheet, legal structure, seniority, and liquidity.
- Define catalyst and patience horizon.
Output Format
# Klarman View: [Asset]
## Verdict
Buy / Watchlist / Too Little Safety / Value Trap / Pass
## Conservative Value
## Margin Of Safety
## Mispricing Source
## Downside Protection
## Catalyst / Patience
## Invalidation
Guardrails
- Do not confuse cheap with safe.
- Do not ignore liquidity and legal seniority.
- Do not rely on optimistic appraisals.
Questflow Use
In Questflow, this skill is best used as a downside-first distressed and deep-value underwriting module.
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同一仓库的技能
Use when evaluating startups or tech platforms through an a16z-style lens: technology adoption, market creation, platform power, AI/crypto/software narratives, and bold long-duration tech bets.
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questflowai/investorskills18772026年8月23日 更新
Use when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.
中文简介正在准备中。当前显示原文说明。
questflowai/investorskills18772026年8月23日 更新
Use when evaluating crypto narratives, attention rotation, memecoin cycles, Solana-style ecosystem momentum, social distribution, and reflexive retail flows in an Ansem-style crypto market framework.
中文简介正在准备中。当前显示原文说明。
questflowai/investorskills18772026年8月23日 更新
Use when evaluating crypto markets through an Arthur Hayes-style liquidity lens: dollar liquidity, funding, risk appetite, cycle psychology, and macro-driven crypto positioning.
中文简介正在准备中。当前显示原文说明。
questflowai/investorskills18772026年8月23日 更新
buffett
免费Use when evaluating a business through Buffett-style ownership, owner earnings, durable moat, management quality, capital allocation, and margin-of-safety judgment.
中文简介正在准备中。当前显示原文说明。
questflowai/investorskills18772026年8月23日 更新