Investment Memo Craft

Investment Memo Craft is a Writing skill for Claude Code, published by xbtlin in ai-berkshire.

15.5K stars2.3K forkson xbtlin/ai-berkshireAdded 2026/08/14Repository updated 2026/08/14

aiai-agentanthropicberkshire-hathawaycharlie-mungerchina-stockclaudeclaude-codefinancial-analysisfintechfundamental-analysisinvestmentinvestment-researchllmmcpportfolio-managementstock-analysisstock-marketvalue-investingwarren-buffett

Install in seconds

Install Investment Memo Craft

Copy Investment Memo Craft into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/investment-memo-craft ~/.claude/skills/investment-memo-craft

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/xbtlin/ai-berkshire.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: codex-skills/investment-memo-craft/SKILL.md in xbtlin/ai-berkshire
Installs to: ~/.claude/skills/investment-memo-craft
Collection: One of 21 skills cataloged from this repository
Category: Writing — 1012 skills

What Investment Memo Craft does

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 Memo Craft is cataloged under Writing on DirSkills. Investment Memo Craft comes from a repository tagged ai, ai-agent, anthropic, berkshire-hathaway and charlie-munger.

Documentation

README

Excerpt

Investment Memo Craft

Purpose

Turn investment research into a decision-ready Codex research report. Keep the data discipline of the underlying research skill, but make the output easier for an investor to use: concrete business mechanics, sharp inverse thinking, explicit opportunity cost, action thresholds, and calm Markdown typography.

Use this as a writing and judgment overlay. It does not replace financial-data rules, primary-source checks, valuation tools, or report audit tooling.

For long-form AI Berkshire outputs, title the artifact as a "research report" by default. Use "investment memo" only when the user explicitly asks for a memo format.

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Investment Memo Craft

What else does xbtlin publish alongside Investment Memo Craft?
Investment Memo Craft is one of 21 skills that DirSkills catalogs from xbtlin/ai-berkshire, the repository it ships in. Its siblings there include Bottleneck Hunter, Buffett Value Investing Checklist and Deep Company Series. Each one is a separate skill with its own page in this directory, installs the same way Investment Memo Craft does, and is maintained by xbtlin in that same repository. The rest of the collection is listed on the xbtlin/ai-berkshire page.
How does Investment Memo Craft compare to other Writing skills?
Investment Memo Craft ranks #71 by stars among the 1012 Writing skills in this catalog. The most-starred ones next to it are Article Writing, Social Media Content Calendar and Knowledge Comic Creator. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Investment Memo Craft against them. Open each page to compare what they document and how they install.