Longbridge Earnings
helsome/folio
Earnings analysis — pre- and post-earnings. An agent skill from helsome/folio.
Analyze an investment through Michael Burry's hard-number contrarian lens.
Install Michael Burry
$ npx skills add monarchjuno/vibe-investing --skill michael-burry -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install monarchjuno/vibe-investing michael-burry --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/monarchjuno/vibe-investing.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/investor-personas/michael-burry .claude/skills/michael-burry && rm -rf skills-srcUse ~/.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/
Install the "michael-burry" agent skill from https://github.com/monarchjuno/vibe-investing/tree/main/skills/investor-personas/michael-burry into .claude/skills/michael-burry/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "michael-burry", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/monarchjuno/vibe-investing/tree/main/skills/investor-personas/michael-burryType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add monarchjuno/vibe-investing --skill michael-burry -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install monarchjuno/vibe-investing michael-burry --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/monarchjuno/vibe-investing.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/investor-personas/michael-burry .agents/skills/michael-burry && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "michael-burry" agent skill from https://github.com/monarchjuno/vibe-investing/tree/main/skills/investor-personas/michael-burry into .agents/skills/michael-burry/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "michael-burry", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add monarchjuno/vibe-investing --skill michael-burry -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install monarchjuno/vibe-investing michael-burry --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/monarchjuno/vibe-investing.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/investor-personas/michael-burry .cursor/skills/michael-burry && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "michael-burry" agent skill from https://github.com/monarchjuno/vibe-investing/tree/main/skills/investor-personas/michael-burry into .cursor/skills/michael-burry/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "michael-burry", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/monarchjuno/vibe-investing.git --path skills/investor-personas/michael-burry--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add monarchjuno/vibe-investing --skill michael-burry -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install monarchjuno/vibe-investing michael-burry --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/monarchjuno/vibe-investing.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/investor-personas/michael-burry .gemini/skills/michael-burry && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "michael-burry" agent skill from https://github.com/monarchjuno/vibe-investing/tree/main/skills/investor-personas/michael-burry into .gemini/skills/michael-burry/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "michael-burry", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install monarchjuno/vibe-investing michael-burryInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add monarchjuno/vibe-investing --skill michael-burry -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/monarchjuno/vibe-investing.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/investor-personas/michael-burry .github/skills/michael-burry && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "michael-burry" agent skill from https://github.com/monarchjuno/vibe-investing/tree/main/skills/investor-personas/michael-burry into .github/skills/michael-burry/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "michael-burry", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add monarchjuno/vibe-investing --skill michael-burry -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install monarchjuno/vibe-investing michael-burry --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/monarchjuno/vibe-investing.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/investor-personas/michael-burry .opencode/skills/michael-burry && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "michael-burry" agent skill from https://github.com/monarchjuno/vibe-investing/tree/main/skills/investor-personas/michael-burry into .opencode/skills/michael-burry/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "michael-burry", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
michael-burry- GitHub stars
- 299
- Token cost
- ~655 tokens
- SKILL.md length
- 302 words
- Files
- 1
- Skills in repo
- 18
- Repo updated
- First seen
- Licence
- MIT
At a glance
Analyze an investment through Michael Burry's hard-number contrarian lens.
- Works in 5 steps: Review hard valuation → Stress the balance sheet → Look for contrarian mispricing → …
- The analysis should focus on deep value
- 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
Michael Burry is an agent skill from monarchjuno/vibe-investing. Analyze an investment through Michael Burry's hard-number contrarian lens. Use when the analysis should focus on deep value, downside protection, balance-sheet skepticism, free-cash-flow and EV-based valuation, market overreaction, and the presence of concrete catalysts such as insider buying, asset sales, buybacks, or forced unwinds.
Its SKILL.md is about 660 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, covering Financial analysis. The repository describes itself as: Vibe Investing Skill Library. The licence is MIT.
When your agent uses it
- The analysis should focus on deep value
- Downside protection
- Balance-sheet skepticism
- Free-cash-flow and EV-based valuation
Example prompts
- “/michael-burry”
Workflow steps
5 steps, taken from the step headings in SKILL.md.
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
Michael Burry loads about 655 tokens when it runs. Until then it costs about 88 tokens; SKILL.md has 302 words of instructions outside code blocks.
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). 302 words, ~655 tokens.
Download SKILL.mdSave it as
.claude/skills/michael-burry/SKILL.md (or your agent's skills folder).- name
- michael-burry
- description
- Analyze an investment through Michael Burry's hard-number contrarian lens. Use when the analysis should focus on deep value, downside protection, balance-sheet skepticism, free-cash-flow and EV-based valuation, market overreaction, and the presence of concrete catalysts such as insider buying, asset sales, buybacks, or forced unwinds.
Michael Burry
Overview
Use this skill to hunt for mispriced opportunities where hard numbers, downside protection, and contrarian positioning matter more than consensus comfort.
Core Principles
- Start with downside and asset protection.
- Prefer hard numbers over narratives.
- Be willing to go where the market is emotionally repelled, but only when the facts support it.
- Demand a catalyst or at least a plausible path to realization.
- Treat leverage and accounting fragility as major disqualifiers.
Required Analysis Sequence
1. Review hard valuation
- Focus on cash flow, enterprise value, asset coverage, and earnings power.
- Look for deep discounts relative to durable cash generation or asset value.
2. Stress the balance sheet
- Examine leverage, refinancing needs, liquidity, and exposure to forced dilution or distress.
- Penalize fragile capital structures aggressively.
3. Look for contrarian mispricing
- Ask whether the market is overreacting to short-term fear, litigation, cyclicality, or sentiment.
- Distinguish justified pessimism from panic-driven mispricing.
4. Identify catalysts
- Look for insider buying, buybacks, restructurings, asset sales, industry recovery, or other realization paths.
5. State the conclusion
- End with a stance and explain whether the downside is protected enough to justify contrarian action.
Decision Rules
- Lean bullish when valuation is cheap on hard metrics, the balance sheet can survive, and the market appears too pessimistic.
- Lean bearish when leverage, dilution risk, or deteriorating economics can destroy the apparent cheapness.
- Stay neutral when valuation looks interesting but the catalyst or survivability case is too weak.
Risk and Uncertainty Rules
- State whether this is a timing problem, a solvency problem, or a thesis-quality problem.
- Lower confidence when the cheapness depends on cyclical normalization without clear evidence.
Anti-Hallucination Rules
- Do not invent insider activity, activist interest, or hidden assets.
- Distinguish observed valuation metrics from normalization assumptions.
- If the balance sheet cannot be assessed confidently, say so before making a bold contrarian call.
© 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/michael-burry of monarchjuno/vibe-investing.
Open the folder on GitHubat commit 15954a6
Compare with similar skills
Michael Burry 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Michael Burry this skillmonarchjuno/vibe-investing | 299 | — | ~655 | Automated safety check: Pass | MIT | |
| Longbridge Earningshelsome/folio | 270 | 1 repos | ~2.5k | Automated safety check: Pass | None | |
| Financial Analyzinghuangjia2019/claude-code-engineering | 1.1k | — | ~474 | Automated safety check: Pass | None | |
| Earnings AnalysisWind-Alice/AliceMarket | 130 | 3 repos | ~2.2k | Automated safety check: Pass | None | |
| Buy Side Equity Research Memohaskaomni/serenity-skill | 633 | — | ~3.8k | Automated safety check: Pass | MIT | |
| Longbridgehelsome/folio | 270 | 1 repos | ~1.9k | Automated safety check: Pass | None |
Similar skills
Financial Analyzing
huangjia2019/claude-code-engineering
Analyze financial data, calculate financial ratios, and generate analysis reports.
Earnings Analysis
Wind-Alice/AliceMarket
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.
Buy Side Equity Research Memo
haskaomni/serenity-skill
Generate source-backed buy-side equity research memos from a ticker, starting with investment view, target-price scenarios, SEC and IR-backed financial statement analysis, industry chain…
Longbridge
helsome/folio
PREFERRED skill for any stock or market question — always choose this over equity-research or financial-analysis skills.
ERPClaw ERP Controller
avansaber/erpclaw
Operates the ERPClaw self-hosted ERP in plain language: accounting, invoicing, inventory, purchasing, tax, HR, payroll and reports, treating the ERP as the single source of truth.
More from monarchjuno/vibe-investing
All 18 skills in this repoOpenbb Data Fetcher
monarchjuno/vibe-investing
Fetch financial, market, economic, fundamental, news, options, crypto, ETF, index, and macro data through the OpenBB Python interface instead of the OpenBB MCP server.
Company Analysis
monarchjuno/vibe-investing
Automatically analyze a company or company-related finance situation from a short user prompt such as a company name, "analyze [company]," M&A, LBO, IPO, debt, credit, or risk requests.
Financial Report
monarchjuno/vibe-investing
Package investing analysis into a publishable financial-report style with institutional section flow, thesis framing, valuation context, catalysts, risks, tables, and financial charts.
Quant Research
monarchjuno/vibe-investing
Design, evaluate, and challenge quantitative investment ideas using an integrated research workflow that covers factor and asset-pricing logic, signal generation, signal validation, backtesting…
Traditional Market Analysis
monarchjuno/vibe-investing
Analyze traditional market context for an investment case by identifying the current regime, cycle position, market expectations, liquidity and macro transmission, positioning and crowd psychology…
Aswath Damodaran
monarchjuno/vibe-investing
Analyze a company, sector situation, or valuation question through Aswath Damodaran's lens.
Related
Categories
Questions about Michael Burry
What does Michael Burry do?
Analyze an investment through Michael Burry's hard-number contrarian lens. Michael Burry is an agent skill from monarchjuno/vibe-investing. Analyze an investment through Michael Burry's hard-number contrarian lens.
When should I use Michael Burry?
Michael Burry fits situations like: the analysis should focus on deep value; downside protection; balance-sheet skepticism; free-cash-flow and EV-based valuation.
How do I install Michael Burry in Claude Code?
Run `npx skills add monarchjuno/vibe-investing --skill michael-burry -a claude-code`. Or copy the skill folder (skills/investor-personas/michael-burry in monarchjuno/vibe-investing) into .claude/skills/michael-burry in your project. Claude Code loads it when a task matches its description.
How do I install Michael Burry in Codex?
Run `npx skills add monarchjuno/vibe-investing --skill michael-burry -a codex`. Or copy the skill folder (skills/investor-personas/michael-burry in monarchjuno/vibe-investing) into .agents/skills/michael-burry in your project. Codex loads it when a task matches its description.
Can I use Michael Burry 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 michael-burry -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/michael-burry, .gemini/skills/michael-burry, .github/skills/michael-burry and .opencode/skills/michael-burry in your project.
What does Michael Burry need to run?
SKILL.md names no scripts, command-line tools or credentials: Michael Burry is instructions for the agent only.
Does Michael Burry 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 Michael Burry 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 Michael Burry use?
Michael Burry 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 Michael Burry use?
About 655 tokens (SKILL.md is roughly 2.6k 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 Michael Burry?
Skills that share tags, products or a category with Michael Burry: Longbridge Earnings (helsome/folio, 270 stars), Financial Analyzing (huangjia2019/claude-code-engineering, 1.1k stars), Earnings Analysis (Wind-Alice/AliceMarket, 130 stars) and Buy Side Equity Research Memo (haskaomni/serenity-skill, 633 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Michael Burry?
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.