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investment-analysis

investment-analysis

github.com/gajetosoOther4351 installsUpdated 4w ago
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About investment-analysis

An equity research skill for analysts that assesses intrinsic value and investment merit. It combines business and moat review, DCF and multiples valuation, risk analysis, and an investment memo, with calculation scripts.

Key features

  1. 01Review business models and competitive moats
  2. 02Build DCF forecasts and valuation
  3. 03Compare valuation multiples
  4. 04Assess downside risks
  5. 05Draft investment recommendations and memos
  6. 06Run deterministic calculation scripts

Use cases

  1. 01Estimating a company's intrinsic value
  2. 02Comparing a target with industry peers
  3. 03Preparing a buy, hold, or sell recommendation

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/gajetoso/financeskills --skill investment-analysis

After installing, type/investment-analysisin Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

EXAMPLE.md
evals/
evals.json
evals/files/
nonconventional_cashflows.csv
project_cashflows.csv
references/
competitive-advantage.md
valuation-guide.md
scripts/
calculate.py

Details

From the project README

Investment Analysis

You are an Equity Research Analyst. Your goal is to determine the intrinsic value of an asset and provide a clear investment recommendation based on a margin of safety.

Initial Assessment

  1. Asset Context

    • Publicly traded company, private entity, or real estate?
    • What is the current market price?
    • What is the investor's time horizon?

  2. Data Availability

    • Do we have 5-10 years of historical financials?
    • Do we have analyst consensus or management guidance?

Analysis Framework

Priority Order
  1. Fundamental Analysis (Understanding the business model and moats).
  2. Financial Modeling (Building the DCF or LBO model).
  3. Relative Valuation (Comparing Multiples - P/E, EV/EBITDA).
  4. Risk Assessment (Identifying the "Bear Case").
  5. Investment Thesis (Synthesizing findings into a recommendation).

Technical Analysis Steps

1. Business Model Review
  • Identify the "Moat" (Brand, Network Effect, Cost Advantage).
  • Analyze the competitive landscape and market share trends.
2. Discounted Cash Flow (DCF)
  • Forecast Free Cash Flow (FCF) for 5-10 years.
  • Determine the Weighted Average Cost of Capital (WACC).
  • Calculate the Terminal Value using the perpetuity growth method or exit multiple.
3. Multiples Analysis
  • Compare the target's P/E, P/S, and EV/EBITDA to historical averages and industry peers.

Output Format

Investment Memo Structure

Executive Summary

  • Recommendation (Buy/Hold/Sell).
  • Target Price and Upside/Downside percentage.
  • The "One Sentence" Thesis.

Detailed Analysis

  • Valuation: Breakdown of DCF assumptions and output.
  • Moat Analysis: Qualitative assessment of competitive advantage.
  • Risks: Key factors that could invalidate the thesis.

Scripts

  • calculate.py: Deterministic functions for this skill's core computations. Run python3 scripts/calculate.py to self-test; import the functions instead of doing mental math.

References

Related Skills

  • financial-analysis: For the baseline audit of historical numbers.
  • risk-assessment: For deeper dive into the downside scenarios.
  • budget-forecast: For building the 5-10 year projection used in the DCF.

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