xbtlin/ai-berkshire

Bottleneck Hunter scans global supply chains to identify physical bottlenecks and arbitrage opportunities in supertrends. Use it to find second- and third-layer suppliers that become critical when AI infrastructure and other capex trends expand.

Buffett Value Investing Checklist runs a six-gate pre-purchase analysis of any company, scoring business understandability, economics, moat, management, margin of safety, and decision discipline. Use it to produce a structured value-investing report with explicit pass/fail conclusions.

Deep Company Series plans and drafts a 3-to-8-part long-form research series that breaks down one company with strict financial fact-checking and a valuation, management, and price-decision framework. Use it for public article series rather than single reports, with each piece independently readable but linked by one investment thesis.

Duan Yongping Q&A answers questions in the voice and mindset of Duan Yongping, using his value-investing and business principles. Use it when you want investment, business, or life advice grounded in his philosophy of simplicity, moats, and doing the right thing.

Earnings Review reads original earnings reports, call transcripts, and footnotes to extract core financial data, analyze management tone, and surface hidden risks. Use it when evaluating a company's latest quarterly or annual results.

Earnings Team runs four parallel AI agents to deeply read a company's earnings report from business, financial, competitive, and risk perspectives, then writes a research report and a publishable WeChat article. Use it for fundamental analysis and investment research.

Financial Data Verification retrieves and cross-checks financial metrics from two independent sources, flagging discrepancies over 1%. Use this skill when analyzing company fundamentals or validating financial data across US, HK, China A, and Taiwan markets.

Income Investment analyzes a company's distributable income durability and yield quality to decide if it merits a long-term or opportunistic income role. Use it to test dividend, distribution, and cash-flow sustainability across sectors like REITs, banks, BDCs, insurers, resources, and utilities.

Industry Funnel screens a given industry or sector from the full market down to three value-investing picks, applying financial filters at each layer and retaining eliminated candidates with reasons. Use it when you want a disciplined shortlist across A-share, HK, US, and pre-IPO names before deep research.

Industry Investment Research maps an industry's full value chain and evaluates leading companies using a four-master investment framework. Use it to validate investment logic, scan global stocks, and produce portfolio allocation recommendations.

Investment Memo Craft turns investment research into decision-ready research reports, adding financial rigor, readable business mechanics, contrarian analysis, valuation-to-action guidance, and clear buy/hold/sell signals for long-form Markdown reports. Use it when creating, rewriting, or critiquing company, industry, or fund research reports that need investor-specific recommendations and calm

Investment Research applies a four-master value investing framework (Buffett, Munger, Duan Yongping, Li Lu) to systematically analyze a company. Use it to produce a structured, data-verified investment report with valuation scenarios and risk assessment.

Investment Team coordinates four parallel AI agents to analyze a company's business model, financials, industry competition, and risks from value-investing perspectives. Use it when you need a structured, multi-agent investment research report with cross-checked financial data.

Management Deep Dive evaluates a company's leadership by tracking promises vs. results, capital allocation decisions, governance, and stakeholder feedback. Use it when management quality is uncertain or central to an investment thesis.

News Pulse dispatches parallel AI agents to investigate company events, regulatory changes, industry moves, and market sentiment when a stock price moves sharply, then produces an event timeline, a cause attribution judgment, and a thesis-review trigger check.

Portfolio Review parses current holdings, fetches latest market data, runs health checks, concentration and correlation analysis, stress tests, and opportunity-cost ranking, then produces rebalancing suggestions and a saved portfolio report. Use it to review or optimize positions like stocks and cash.

Private Company Research coordinates specialized agents to research unlisted companies from scarce public data, cross-check evidence, and estimate intrinsic value rather than market valuation for firms like Ant Group, SpaceX, Stripe, or Xiaohongshu.

Quality Screen applies seven elimination indicators to quickly exclude companies that do not meet first-class standards. Use it for individual stocks, industries, indices, or themes to get a pass/fail summary and sector quality ranking.

Thesis Drift compares two investment thesis reports to detect whether the thesis has drifted due to verifiable fact changes or merely wording changes. Use it after earnings, regulatory filings, or major events to update buy/hold/sell rationale without mistaking price moves or paraphrasing for fundamental change.

Thesis Tracker verifies and tracks investment theses after purchase, checking assumptions, red lines, and valuation each quarter. Use it to build a thesis for a company or run a quarterly check against the latest financial data.

WeChat Article generates publishable Chinese WeChat public account articles through a three-agent workflow: an author writes a deep draft, an editor refines structure and expression, and a reader reviews from the audience's perspective. Use it for technical, investment, or general topics.