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DataPython

Thesis Drift

by xbtlin

Thesis Drift is a Data 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
View source on GitHubDownload repo ZIP
aiai-agentanthropicberkshire-hathawaycharlie-mungerchina-stockclaudeclaude-codefinancial-analysisfintechfundamental-analysisinvestmentinvestment-researchllmmcpportfolio-managementstock-analysisstock-marketvalue-investingwarren-buffett
Install in seconds
Install Thesis Drift
Copy Thesis Drift 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/thesis-drift ~/.claude/skills/thesis-drift

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/thesis-drift/SKILL.md in xbtlin/ai-berkshire
Installs to
~/.claude/skills/thesis-drift
Collection
One of 21 skills cataloged from this repository
Category
Data — 668 skills

What Thesis Drift does

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 Drift is cataloged under Data on DirSkills. Thesis Drift comes from a repository tagged ai, ai-agent, anthropic, berkshire-hathaway and charlie-munger.

Commands Thesis Drift provides

Slash commands named in this skill’s SKILL.md, listed in the order they first appear.

  • /thesis-tracker
  • /thesis-drift

Frequently asked about Thesis Drift

  • What else does xbtlin publish alongside Thesis Drift?

    Thesis Drift 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 Thesis Drift 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 Thesis Drift compare to other Data skills?

    Thesis Drift ranks #112 by stars among the 668 Data skills in this catalog. The most-starred ones next to it are Benchmark Methodology, Jupyter Notebook and Solana. 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 Thesis Drift against them. Open each page to compare what they document and how they install.

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