xbtlin

@xbtlin source repo

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21 skills
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3 days ago last updated

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Dyp Ask · xbtlin
AI Berkshire skill: 段永平问答：以他的方式思考. Source: skills/dyp-ask.md.

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Investment Memo Craft · xbtlin
Codex-only writing and layout overlay for AI Berkshire investment research reports. Use whenever Codex creates, rewrites, revises, or critiques company/industry/fund research reports, especially long-form Markdown reports that need financial rigor, readable business mechanics, contrarian analysis, valuation-to-action guidance, investor-specific recommendations, restrained typography, and clear buy/hold/sell signals. Do not use this to modify Claude Code slash-command sources.

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Investment Checklist · xbtlin
AI Berkshire skill: 巴菲特价值投资买入前 Checklist. Source: skills/investment-checklist.md.

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Management Deep Dive · xbtlin
AI Berkshire skill: 管理层纵深研究：买股票就是买人. Source: skills/management-deep-dive.md.

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Deep Company Series · xbtlin
AI Berkshire skill: 看懂XX公司（深度公司系列）：3-8 篇长文拆一家公司. Source: skills/deep-company-series.md.

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Investment Research · xbtlin
AI Berkshire skill: 投资研究：巴菲特-芒格-段永平-李录四大师综合分析框架. Source: skills/investment-research.md.

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Bottleneck Hunter · xbtlin
AI Berkshire skill: 供应链瓶颈猎手：AI驱动的全球产业链瓶颈套利. Source: skills/bottleneck-hunter.md.

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Income Investment · xbtlin
AI Berkshire skill: Income Investment: Durable and Opportunistic Distribution Analysis. Source: skills/income-investment.md.

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Industry Research · xbtlin
AI Berkshire skill: 行业投资研究：产业链全景扫描 + 四大师个股分析框架. Source: skills/industry-research.md.

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Portfolio Review · xbtlin
AI Berkshire skill: 组合管理：从"研究公司"到"管理组合". Source: skills/portfolio-review.md.

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Earnings Review · xbtlin
AI Berkshire skill: 财报精读：一手资料深度解读. Source: skills/earnings-review.md.

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Industry Funnel · xbtlin
AI Berkshire skill: 行业漏斗筛选：从全市场到 3 家的价值投资精选流程. Source: skills/industry-funnel.md.

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Investment Team · xbtlin
AI Berkshire skill: 投研团队：四角色并行分析框架. Source: skills/investment-team.md.

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Financial Data · xbtlin
AI Berkshire skill: 财务数据获取与交叉验证规范. Source: skills/financial-data.md.

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Quality Screen · xbtlin
AI Berkshire skill: 去劣筛选：7条指标快速排除非一流公司. Source: skills/quality-screen.md.

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Thesis Tracker · xbtlin
AI Berkshire skill: 投资论文追踪：买入后的纪律系统. Source: skills/thesis-tracker.md.

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Wechat Article · xbtlin
AI Berkshire skill: 微信公众号文章：作者-编辑-读者三Agent协作. Source: skills/wechat-article.md.

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Earnings Team · xbtlin
AI Berkshire skill: 财报精读团队：四大师并行解读 + 公众号发布. Source: skills/earnings-team.md.

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Thesis Drift · xbtlin
AI Berkshire skill: 投资论文漂移检测：分清事实变化与措辞变化. Source: skills/thesis-drift.md.

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News Pulse · xbtlin
公司新闻脉搏：股价异动时快速归因。用 4 个并行 Agent 侦察公司事件/监管政策/行业对手/市场情绪，产出"事件时间线 + 异动主因判断 + 是否触发论文重审"。

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Era Alpha · xbtlin
AI Berkshire skill: 时代α捕手：高增长核心资产的识别-验证-持有框架. Source: skills/era-alpha.md.

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21 published skills