By xbtlin

Scans a long-running industry trend for supply chain chokepoints, aiming to find second- and third-layer suppliers that the market has not yet priced in.

xbtlin/ai-berkshire

Plans and writes a three-to-eight-part long-form article series that breaks down one company, built on fact-checked financials, valuation and management analysis.

xbtlin/ai-berkshire

Reads a company's filings and earnings call material in depth, rates how complete the sources are and extracts the key figures into a structured review.

xbtlin/ai-berkshire

Runs four parallel analyst personas over one earnings report, then an editor and reader-review pass turn the findings into a publishable article.

xbtlin/ai-berkshire

A four-step research framework for finding and tracking high-growth core companies in one industry: map the sector, ask core questions, verify, then hold to the turning point.

xbtlin/ai-berkshire

A research rule set for pulling company financials from prioritized sources by market and cross-checking every key figure against two independent sources.

xbtlin/ai-berkshire

Assesses whether a company's distributions are durable enough to earn a place in an income portfolio, starting from a ticker or company name.

xbtlin/ai-berkshire

Runs a layered value-investing screen on an industry or theme, narrowing from a 30-to-60 company market scan down to 3 final candidates with documented elimination reasons at each layer.

xbtlin/ai-berkshire

Runs a structured industry research workflow: tests an investment logic chain, maps the supply chain, scans listed companies and applies four investors' frameworks to segment leaders.

xbtlin/ai-berkshire

Runs a Buffett-style value investing checklist on one or more listed companies, with parallel data collection, a six-gate review and star scoring.

xbtlin/ai-berkshire

Codex-only writing overlay that reshapes value-investing research into a decision-ready report: operating mechanics first, a falsifiable moat score, and the recommendation near the end.

xbtlin/ai-berkshire

Runs a seven-module research pass on a named company using four value investors' methods, with two-source data checks and a warning step for AI research bias.

xbtlin/ai-berkshire

Runs a four-role parallel research team on a listed company, each role applying one investor's lens to business, financials, industry and risk before a lead agent combines the results.

xbtlin/ai-berkshire

Researches a company's leadership from public sources: statements versus results, capital allocation decisions, governance and pay, and feedback from outside the firm.

xbtlin/ai-berkshire

Explains a sudden stock price move by scouting company events, regulation, industry rivals and market sentiment in parallel, then judges the main cause and whether to revisit the thesis.

xbtlin/ai-berkshire

Reviews an investment portfolio holding by holding and as a whole: position health, concentration, overlap and opportunity cost, from a holdings list or saved portfolio file.

xbtlin/ai-berkshire

Screens companies against seven hard financial tests and exemption rules to rule out clearly non-top-tier businesses, for single stocks, industries or indexes.

xbtlin/ai-berkshire

Compares two dated research reports on one company to separate real factual change from price moves and rewording, then reports whether the investment thesis has drifted.

xbtlin/ai-berkshire

Builds a written investment thesis for a stock with sell conditions set before buying, then runs periodic checks of its core assumptions after each earnings report.

xbtlin/ai-berkshire

Produces a publish-ready WeChat official account article on a technical or business topic with three agents: an author, an editor and a reader who reviews from the audience's side.

xbtlin/ai-berkshire

Runs a team of parallel agents to research a company with no public listing, rebuilding its business model, finances and competition from scattered sources.

xbtlin/ai-berkshire

AI Berkshire skill: 段永平问答：以他的方式思考. An agent skill from xbtlin/ai-berkshire.

xbtlin/ai-berkshire