Individual skill
investor-lenses
Named investor reasoning frameworks packaged as reusable analytical lenses — 12 lenses (deep value, quality franchise, inversion, scuttlebutt growth, GARP, cycle positioning, debt cycle, forensic short, cost drag, right-business, weak-system contrarian, three questions) that stack on top of evidence already gathered, each with ordered priority signals, hard disqualifiers, and documented failure modes.
agent/src/skills/investor-lenses/SKILL.md
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- backtesting Repository topic
- multi-agent Repository topic
- quantitative-finance Repository topic
- trading Repository topic
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- fintech Repository topic
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SKILL.mdcore · 9,786 bytesreferences/bogle-cost-drag.mddoc · 5,965 bytesreferences/buffett-quality-franchise.mddoc · 6,471 bytesreferences/chanos-forensic-short.mddoc · 6,801 bytesreferences/dalio-debt-cycle.mddoc · 6,742 bytesreferences/duan-right-business.mddoc · 6,948 bytesreferences/fengliu-weak-system.mddoc · 7,004 bytesreferences/fisher-scuttlebutt.mddoc · 6,527 bytesreferences/graham-deep-value.mddoc · 5,854 bytesreferences/lynch-garp.mddoc · 6,442 bytesreferences/marks-cycle-position.mddoc · 5,973 bytesreferences/munger-inversion.mddoc · 6,194 bytesreferences/qiuguolu-three-questions.mddoc · 6,796 bytes
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# Investor Lenses
## What a lens is
A lens is a **reasoning procedure**: a fixed, ordered set of questions plus explicit
veto rules, distilled from one investor's publicly published methodology. It is
applied *after* the evidence exists — it does not gather data and does not care
where the data came from.
The value of a lens is that it is **opinionated and therefore falsifiable**. A lens
tells you, before you look at the answer, which signals it ranks first and which
facts make it walk away. Two lenses disagreeing on the same evidence is the
product, not a bug: the disagreement localizes exactly which assumption the
decision rests on.