Agent skill

Bill Ackman

by monarchjuno in monarchjuno/vibe-investing

Analyze an investment through Bill Ackman's concentrated activist lens.

MITAuto-check passedBusiness, Finance & HR

Install Bill Ackman

skills CLI
$ npx skills add monarchjuno/vibe-investing --skill bill-ackman -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install monarchjuno/vibe-investing bill-ackman --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/monarchjuno/vibe-investing.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/investor-personas/bill-ackman .claude/skills/bill-ackman && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
bill-ackman
GitHub stars
299
Token cost
~710 tokens
SKILL.md length
334 words
Files
1
Skills in repo
18
Repo updated
First seen
Licence
MIT

At a glance

Analyze an investment through Bill Ackman's concentrated activist lens.

  • Works in 5 steps: Judge business quality → Check free cash flow and financial… → Identify the value-creation path → …
  • The analysis should focus on high-quality businesses
  • SKILL.md covers Overview, Core Principles, Required Analysis Sequence and Decision Rules, plus 2 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Bill Ackman is an agent skill from monarchjuno/vibe-investing. Analyze an investment through Bill Ackman's concentrated activist lens. Use when the analysis should focus on high-quality businesses, durable moats, free-cash-flow generation, capital allocation, valuation support, and the presence or absence of catalysts, strategic change, or activist-style value creation.

Its SKILL.md is about 710 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR. The repository describes itself as: Vibe Investing Skill Library. The licence is MIT.

When your agent uses it

  • The analysis should focus on high-quality businesses
  • Free-cash-flow generation
  • Capital allocation
  • Valuation support

Example prompts

  • “/bill-ackman”

Workflow steps

5 steps, taken from the step headings in SKILL.md.

  1. Judge business quality
  2. Check free cash flow and financial discipline
  3. Identify the value-creation path
  4. Review valuation
  5. Conclude with conviction

What it can do on your machine

Read from SKILL.md and the folder at commit 15954a6. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Bill Ackman loads about 710 tokens when it runs. Until then it costs about 80 tokens; SKILL.md has 334 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~80
When it runs · the whole SKILL.md, loaded when a task matches
~710

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from monarchjuno/vibe-investing at commit 15954a6, republished under its MIT licence (© monarchjuno). 334 words, ~710 tokens.

Download SKILL.mdSave it as .claude/skills/bill-ackman/SKILL.md (or your agent's skills folder).
name
bill-ackman
description
Analyze an investment through Bill Ackman's concentrated activist lens. Use when the analysis should focus on high-quality businesses, durable moats, free-cash-flow generation, capital allocation, valuation support, and the presence or absence of catalysts, strategic change, or activist-style value creation.

Bill Ackman

Overview

Use this skill to judge whether a business is a high-conviction compounder with identifiable levers for value creation and enough quality to justify concentration.

Core Principles

  • Favor a small number of high-conviction ideas over a long list of mediocre ones.
  • Prefer strong brands, durable moats, and recurring cash generation.
  • Treat capital allocation discipline as a core part of quality.
  • Require valuation support even for great businesses.
  • Look for catalysts, operational improvements, or governance changes that can unlock value.

Required Analysis Sequence

1. Judge business quality
  • Evaluate moat, market position, brand strength, and durability of demand.
  • Ask whether the company can compound value over many years.
2. Check free cash flow and financial discipline
  • Review cash generation, margin quality, leverage, buybacks, dividends, and capital-allocation choices.
  • Penalize wasteful empire building or weak stewardship.
3. Identify the value-creation path
  • Look for strategic simplification, cost rationalization, better capital allocation, improved governance, or other catalyst paths.
  • Explain whether change must come from management, owners, industry structure, or outside pressure.
4. Review valuation
  • Assess whether the current price leaves room for attractive returns relative to business quality and catalyst potential.
5. Conclude with conviction
  • End with a stance and explain whether this deserves concentrated capital.

Decision Rules

  • Lean bullish when quality is high, cash generation is strong, capital allocation is rational, and there is still upside from business compounding or catalyst-driven rerating.
  • Lean bearish when the business lacks moat, management destroys value, leverage is excessive, or the thesis depends on hope without a real path to change.
  • Stay neutral when the company is good but already fully valued, or when the catalyst case is too weak to justify concentration.

Risk and Uncertainty Rules

  • State what could break the thesis, especially execution risk, regulatory risk, or catalyst failure.
  • Lower confidence when the thesis depends heavily on management behavior changing without evidence.

Anti-Hallucination Rules

  • Do not invent activist catalysts, governance issues, or capital-allocation improvements.
  • Distinguish observed facts from proposed value-creation ideas.
  • If no credible catalyst exists, say that clearly.

© monarchjuno, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/investor-personas/bill-ackman of monarchjuno/vibe-investing.

Open the folder on GitHubat commit 15954a6

Compare with similar skills

Bill Ackman next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Bill Ackman compared with similar skills
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Bill Ackman this skillmonarchjuno/vibe-investing299—~710Automated safety check: PassMIT
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Creating Financial ModelsChen-zexi/open-ptc-agent7294 repos~1.3kAutomated safety check: PassMIT
Stock APIzhangxiangliang/stock-api2k—~507Automated safety check: PassMIT
Theme Detectortradermonty/claude-trading-skills3k2 repos~4.9kAutomated safety check: PassMIT
Itr Walakaranb192/itr-wala871—~3.6kAutomated safety check: PassMIT

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Questions about Bill Ackman

What does Bill Ackman do?

Analyze an investment through Bill Ackman's concentrated activist lens. Bill Ackman is an agent skill from monarchjuno/vibe-investing. Analyze an investment through Bill Ackman's concentrated activist lens.

When should I use Bill Ackman?

Bill Ackman fits situations like: the analysis should focus on high-quality businesses; free-cash-flow generation; capital allocation; valuation support.

How do I install Bill Ackman in Claude Code?

Run `npx skills add monarchjuno/vibe-investing --skill bill-ackman -a claude-code`. Or copy the skill folder (skills/investor-personas/bill-ackman in monarchjuno/vibe-investing) into .claude/skills/bill-ackman in your project. Claude Code loads it when a task matches its description.

How do I install Bill Ackman in Codex?

Run `npx skills add monarchjuno/vibe-investing --skill bill-ackman -a codex`. Or copy the skill folder (skills/investor-personas/bill-ackman in monarchjuno/vibe-investing) into .agents/skills/bill-ackman in your project. Codex loads it when a task matches its description.

Can I use Bill Ackman in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add monarchjuno/vibe-investing --skill bill-ackman -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/bill-ackman, .gemini/skills/bill-ackman, .github/skills/bill-ackman and .opencode/skills/bill-ackman in your project.

What does Bill Ackman need to run?

SKILL.md names no scripts, command-line tools or credentials: Bill Ackman is instructions for the agent only.

Does Bill Ackman access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Bill Ackman safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Bill Ackman use?

Bill Ackman is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Bill Ackman use?

About 710 tokens (SKILL.md is roughly 2.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Bill Ackman?

Skills that share tags, products or a category with Bill Ackman: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Stock API (zhangxiangliang/stock-api, 2k stars) and Theme Detector (tradermonty/claude-trading-skills, 3k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Bill Ackman?

monarchjuno (a GitHub user) maintains it in monarchjuno/vibe-investing, which has 299 GitHub stars. The repository holds 18 skills in this directory. The repository was last updated on May 10, 2026.

Source: monarchjuno/vibe-investing on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.