Results for “valuation”

Scores any US stock ticker through Warren Buffett's four-lens framework (business simplicity, moat, management, valuation) and returns a weighted HOLDABLE/WATCHABLE/AVOID verdict.

Routes finance requests to the appropriate skill: financial-analyst for ratio analysis, DCF valuation, and budget variance, or saas-metrics-coach for ARR/MRR, churn, CAC/LTV, and NRR.

Provides a single 0-100 cycle score blending VIX, SPY IV Rank, Put/Call ratio, and valuation percentile to determine offense vs. defense posture, based on Howard Marks' market cycle framework.

Business investment analysis and capital allocation advisor. Use when evaluating whether to invest in equipment, real estate, a new business, hiring, technology, or any capital expenditure. Also use for ROI calculations, IRR, NPV, payback period, build vs buy decisions, lease vs buy analysis, vendor evaluation, or deciding where to allocate limited budget for maximum return.

Evaluate the financial impact of pricing changes using ARPU, conversion, churn risk, NRR, and payback analysis to make data-driven go/no-go decisions.

Extract, validate, and categorize invoice data against purchase orders and GL codes. Use when the user requests invoice processing or provides relevant inputs for this workflow.

Builds a 3D volatility surface for any optionable ticker, mapping implied volatility across strike price and time to expiration to identify cheap, expensive, or anomalous options.

Explains term sheet key terms, SAFE/convertible note structures, cap table dilution calculations, and negotiation red flags for startup fundraising.

Design products and pricing around validated willingness to pay, using the framework from Ramanujam & Tacke's "Monetizing Innovation" to avoid common monetization failures.

Track weekly funding rounds across configurable verticals with primary-source verification, per-round analysis, and risk assessment.

用 Serenity 的供应链卡点逆向投资逻辑分析美股/AI 供应链标的,产出专业投研报告,包含逆向链显形、卡点判据、估值与证伪门。

Build financial projections, P&L statements, DCF models, and valuation analyses from assumptions and historical data. Use when the user requests financial modeling or provides relevant inputs for this workflow.

Production-ready financial analyst skill with ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. 4 Python tools (all stdlib-only). Works with Claude Code, Codex CLI, and OpenClaw.

Convert Kanchi-style dividend investing into a repeatable US-stock operating procedure covering screening, deep dive, entry planning, and post-purchase monitoring.