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valuation-investment-strategy

valuation-investment-strategy

github.com/spikehonggOther18184 installsUpdated 33w ago
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About valuation-investment-strategy

valuation-investment-strategy is a skill for scenario-based valuation and investment planning, intended for researchers with an existing company fact base. It separates facts from judgment and presents results through explicit assumptions and ranges.

Key features

  1. 01Select a valuation method
  2. 02Build bear, base, and bull scenarios
  3. 03Link assumptions to sources or label estimates
  4. 04Produce value ranges and thesis checkpoints
  5. 05Set entry, exit, and validation conditions

Use cases

  1. 01Add a valuation framework to existing company research
  2. 02Assess companies in transition or with asset-heavy operations
  3. 03Compare value ranges under different assumptions
  4. 04Define thesis confirmation and invalidation conditions

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/spikehongg/china-stock-research-skills --skill valuation-investment-strategy

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

Bundled filesreferences/idc-valuation-overlays.mdreferences/method-selection.md

Details

From the project README

Valuation Investment Strategy

Build scenario-based valuation only after the factual base is complete.

Non-Negotiable Rules

  • Do not invent inputs when public evidence is missing.
  • Tie every key assumption to a public source or a clearly labeled analytical assumption.
  • Use scenario analysis instead of false precision.
  • Keep facts separate from judgment and trading plan.
  • Default every intermediate and final output to Simplified Chinese unless the user explicitly requests another language.

Read First

  • skills/shared/references/citation-standard.md
  • skills/shared/references/research-output-template.md
  • skills/shared/references/analysis-pattern-selector.md
  • skills/shared/references/language-output-standard.md
  • skills/shared/templates/valuation-scenario-table.md
  • skills/valuation-investment-strategy/references/method-selection.md
  • If the company is in a business-model transition or asset-heavy ramp, also load the matching shared overlay.
  • If the company is an IDC or AI-compute transition case, skills/shared/references/idc-heavy-asset-transition-overlay.md and skills/valuation-investment-strategy/references/idc-valuation-overlays.md are optional example overlays.

When to Use

  • A full company view already exists and now needs a valuation frame.
  • The company is in transition and simple PE is not enough.
  • The report needs bear, base, and bull cases with explicit assumptions.

Workflow

  1. Pull outputs from the previous five skills.
  2. Select the right method: peer multiple, SOTP, EV/EBITDA, PB, DCF, or asset-based.
  3. Define a scenario table with revenue, margin, capex, utilization, and balance-sheet assumptions.
  4. Link every assumption to the supporting source or mark it as an analytical estimate.
  5. Produce a value range, thesis checkpoints, and invalidation triggers.

Required Output

  • 事实: valuation-relevant facts, peer set, asset base, financing constraints
  • 解读: which method is most suitable and why
  • 待验证问题: missing occupancy, margin, capex, or disposal assumptions
  • Scenario Table: bear, base, bull with linked assumptions
  • Investment Plan: build condition, stop condition, and thesis-confirmation milestones

Boundaries

  • Do not rebuild the raw company fact base from scratch.
  • Do not present unsupported precision such as exact fair value without ranges.
  • Do not ignore risk and balance-sheet constraints.

Comments

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