management-deep-dive
FeaturedAI 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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## Codex adapter note
This skill is generated from `skills/management-deep-dive.md` so Claude Code and Codex users share one canonical workflow.
- Treat `$ARGUMENTS` as the user's request in the current Codex thread.
- When the source mentions Claude-only surfaces such as Task, Agent, WebSearch, Bash, Read, or Write, use the closest Codex capability available in this session: subagents when available, web search when needed, shell commands for local tools, and normal file edits for workspace files.
- Use shared project tools from `tools/` in this repository. Prefer running commands from the repository root with paths like `python3 tools/financial_rigor.py ...`; if the current thread starts outside the repo, locate the actual checkout path first instead of assuming a fixed home-directory path.
- Before starting research, run the `date` command to confirm today's date; treat it as the baseline for "latest" data and state the data cutoff date in the report header. Never assume the current date from training data.
- Preserve the research quality rules from `AGENTS.md`: cross-check financial data, use exact arithmetic tools for valuation/math, and clearly label uncertainty and source gaps.
# 管理层纵深研究:买股票就是买人
对 $ARGUMENTS 进行管理层深度研究。
**支持输入格式**:`公司名` 或 `人名 公司名`,例如:`美团`、`王兴 美团`、`黄仁勋 英伟达`
> "买股票就是买人。找到你信任的人,然后长期持有。" —— 段永平
>
> "评估管理层,要看他们在没人看着的时候做什么。" —— 巴菲特
## 设计理念
大多数投资分析对管理层的评估停留在表面:履历、持股比例、薪酬。但巴菲特花大量时间**和管理层吃饭聊天**,李录说**他投资的本质是投人**,段永平说**买股票就是买人**。
本Skill是 `/investment-rese...
Details
- Author
- xbtlin
- Repository
- xbtlin/ai-berkshire
- Created
- 3 months ago
- Last Updated
- today
- Language
- Python
- License
- MIT
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