Agent skill

Ackman Concentrated Activism

by questflowai in questflowai/investorskills

A skill your agent uses when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.

MITAuto-check passed

Install Ackman Concentrated Activism

skills CLI
$ npx skills add questflowai/investorskills --skill ackman-concentrated-activism -a claude-code

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

GitHub CLI
$ gh skill install questflowai/investorskills ackman-concentrated-activism --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/questflowai/investorskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/ackman-concentrated-activism .claude/skills/ackman-concentrated-activism && 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
ackman-concentrated-activism
GitHub stars
1.9k
Token cost
~491 tokens
SKILL.md length
205 words
Files
2
Skills in repo
63
Repo updated
First seen
Licence
MIT

At a glance

A skill your agent uses when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.

  • Works in 4 steps: Underwrite long-term business quality. → Estimate intrinsic value and value gap. → Define catalyst: activism, ops, capital… → …
  • Evaluating Bill Ackman-style concentrated long theses
  • SKILL.md covers When To Use, Do Not Use When, Inputs Needed and Process, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Ackman Concentrated Activism is an agent skill from questflowai/investorskills. Use when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.

Its SKILL.md is about 490 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `invest.md`).

The repository describes itself as: Investor Skills is an open-source library that turns durable investing judgment into portable, structured formats. It collects how great investors think, filter opportunities… The licence is MIT.

When your agent uses it

  • Evaluating Bill Ackman-style concentrated long theses
  • Activist campaigns
  • High-conviction multiyear bets
  • Public narrative plus fundamental catalysts

Example prompts

  • “/ackman-concentrated-activism”

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

  1. Underwrite long-term business quality.
  2. Estimate intrinsic value and value gap.
  3. Define catalyst: activism, ops, capital allocation, re-rating.
  4. Size only when research depth supports concentration.

What it can do on your machine

Read from SKILL.md and the folder at commit 2844d78. 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 (its code samples are markdown).

    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

Ackman Concentrated Activism loads about 491 tokens when it runs. Until then it costs about 48 tokens; SKILL.md has 205 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~48
When it runs · the whole SKILL.md, loaded when a task matches
~491

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 questflowai/investorskills at commit 2844d78, republished under its MIT licence (© questflowai). 205 words, ~491 tokens.

Download SKILL.mdSave it as .claude/skills/ackman-concentrated-activism/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
ackman-concentrated-activism
description
Use when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.
invest
./invest.md

Ackman Concentrated Activism

Use this skill to apply Bill Ackman-style judgment.

When To Use

Use this skill when the user asks for:

  • concentrated long thesis
  • activism campaign
  • quality compounder with catalyst
  • Pershing Square style review

Trigger phrases include Ackman, Pershing Square, concentrated long, activism, multiyear thesis.

Do Not Use When

  • The setup is outside this model's universe and another investor skill fits better.
  • Critical data is missing and the model requires it.
  • The user wants guaranteed returns or unbounded leverage.
  • The request is only generic market chatter with no decision.

Inputs Needed

  • Asset, portfolio, theme, or market context
  • Relevant financial, market, regime, or structural data
  • Time horizon and risk constraints
  • Current price/valuation or portfolio weights if sizing is requested

Process

  1. Underwrite long-term business quality.
  2. Estimate intrinsic value and value gap.
  3. Define catalyst: activism, ops, capital allocation, re-rating.
  4. Size only when research depth supports concentration.

Output Format

md
# Ackman Concentrated Activism View: [Subject]

## Verdict
Concentrated Long / Activist Long / Watch / Needs Catalyst / Pass

## Setup / Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

  • Do not force a trade when filters fail.
  • Do not ignore risk, liquidity, or regime constraints.
  • Do not mix this model with another unless comparison is requested.
  • Separate facts, assumptions, and judgment.

Questflow Use

In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.

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

Files

SKILL.md and 1 other file in skills/ackman-concentrated-activism of questflowai/investorskills.

  • SKILL.md
  • invest.md

Open the folder on GitHubat commit 2844d78

Compare with similar skills

Ackman Concentrated Activism 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.

Ackman Concentrated Activism compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Ackman Concentrated Activism this skillquestflowai/investorskills1.9k—~491Automated safety check: PassMIT
Arize Evaluatorgithub/awesome-copilot40k1 repos~8.1kAutomated safety check: NotesMIT
Billing Automationwshobson/agents40k13 repos~473Automated safety check: PassMIT
LLM Evaluationdavila7/claude-code-templates32k12 repos~3.5kAutomated safety check: PassMIT
Agent Evaluationsickn33/agentic-awesome-skills47k1 repos~2kAutomated safety check: PassMIT
Customer Billing Opsaffaan-m/ECC276k2 repos~1.1kAutomated safety check: PassMIT

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Questions about Ackman Concentrated Activism

What does Ackman Concentrated Activism do?

A skill your agent uses when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts. Ackman Concentrated Activism is an agent skill from questflowai/investorskills. Use when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.

When should I use Ackman Concentrated Activism?

Ackman Concentrated Activism fits situations like: evaluating Bill Ackman-style concentrated long theses; activist campaigns; high-conviction multiyear bets; public narrative plus fundamental catalysts.

How do I install Ackman Concentrated Activism in Claude Code?

Run `npx skills add questflowai/investorskills --skill ackman-concentrated-activism -a claude-code`. Or copy the skill folder (skills/ackman-concentrated-activism in questflowai/investorskills) into .claude/skills/ackman-concentrated-activism in your project. Claude Code loads it when a task matches its description.

How do I install Ackman Concentrated Activism in Codex?

Run `npx skills add questflowai/investorskills --skill ackman-concentrated-activism -a codex`. Or copy the skill folder (skills/ackman-concentrated-activism in questflowai/investorskills) into .agents/skills/ackman-concentrated-activism in your project. Codex loads it when a task matches its description.

Can I use Ackman Concentrated Activism 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 questflowai/investorskills --skill ackman-concentrated-activism -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/ackman-concentrated-activism, .gemini/skills/ackman-concentrated-activism, .github/skills/ackman-concentrated-activism and .opencode/skills/ackman-concentrated-activism in your project.

What does Ackman Concentrated Activism need to run?

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

Does Ackman Concentrated Activism 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 Ackman Concentrated Activism 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 Ackman Concentrated Activism use?

Ackman Concentrated Activism 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 Ackman Concentrated Activism use?

About 491 tokens (SKILL.md is roughly 2k 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 Ackman Concentrated Activism?

Skills that share tags, products or a category with Ackman Concentrated Activism: Arize Evaluator (github/awesome-copilot, 40k stars), Billing Automation (wshobson/agents, 40k stars), LLM Evaluation (davila7/claude-code-templates, 32k stars) and Agent Evaluation (sickn33/agentic-awesome-skills, 47k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Ackman Concentrated Activism?

questflowai (a GitHub organization) maintains it in questflowai/investorskills, which has 1,896 GitHub stars. The repository holds 63 skills in this directory. The repository was last updated on August 23, 2026.

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