Agent skill

Klarman Deep Value

by questflowai in questflowai/investorskills

A skill your agent uses when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection…

MITAuto-check passed

Install Klarman Deep Value

skills CLI
$ npx skills add questflowai/investorskills --skill klarman-deep-value -a claude-code

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

GitHub CLI
$ gh skill install questflowai/investorskills klarman-deep-value --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/klarman-deep-value .claude/skills/klarman-deep-value && 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
klarman-deep-value
GitHub stars
1.9k
Token cost
~409 tokens
SKILL.md length
155 words
Files
2
Skills in repo
63
Repo updated
First seen
Licence
MIT

At a glance

A skill your agent uses when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection…

  • Works in 5 steps: Estimate conservative asset value and… → Identify why the asset is mispriced:… → Demand a large margin of safety. → …
  • Evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety
  • SKILL.md covers When To Use, Process, Output Format and Guardrails, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Klarman Deep Value is an agent skill from questflowai/investorskills. Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.

Its SKILL.md is about 410 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 Seth Klarman-style deep value and distressed opportunities: extreme margin of safety
  • Liquidity discounts
  • Downside protection

Example prompts

  • “/klarman-deep-value”

Workflow steps

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

  1. Estimate conservative asset value and liquidation value.
  2. Identify why the asset is mispriced: distress, complexity, illiquidity, neglect, forced selling.
  3. Demand a large margin of safety.
  4. Check balance sheet, legal structure, seniority, and liquidity.
  5. Define catalyst and patience horizon.

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

Klarman Deep Value loads about 409 tokens when it runs. Until then it costs about 52 tokens; SKILL.md has 155 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~52
When it runs · the whole SKILL.md, loaded when a task matches
~409

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). 155 words, ~409 tokens.

Download SKILL.mdSave it as .claude/skills/klarman-deep-value/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
klarman-deep-value
description
Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.
invest
./invest.md

Klarman Deep Value

Use this skill to apply Seth Klarman-style deep value: buy assets at large discounts to conservative value when complexity, illiquidity, distress, or forced selling creates a margin of safety.

When To Use

  • Deep value and distressed analysis
  • Liquidation value, asset value, or hidden value review
  • Forced-seller and illiquidity discount opportunities
  • Downside-first portfolio review

Trigger phrases include Klarman, Baupost, margin of safety, deep value, distressed, liquidation value, and forced seller.

Process

  1. Estimate conservative asset value and liquidation value.
  2. Identify why the asset is mispriced: distress, complexity, illiquidity, neglect, forced selling.
  3. Demand a large margin of safety.
  4. Check balance sheet, legal structure, seniority, and liquidity.
  5. Define catalyst and patience horizon.

Output Format

md
# Klarman View: [Asset]

## Verdict
Buy / Watchlist / Too Little Safety / Value Trap / Pass

## Conservative Value
## Margin Of Safety
## Mispricing Source
## Downside Protection
## Catalyst / Patience
## Invalidation

Guardrails

  • Do not confuse cheap with safe.
  • Do not ignore liquidity and legal seniority.
  • Do not rely on optimistic appraisals.

Questflow Use

In Questflow, this skill is best used as a downside-first distressed and deep-value underwriting module.

© 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/klarman-deep-value of questflowai/investorskills.

  • SKILL.md
  • invest.md

Open the folder on GitHubat commit 2844d78

Compare with similar skills

Klarman Deep Value 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.

Klarman Deep Value compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Klarman Deep Value this skillquestflowai/investorskills1.9k—~409Automated safety check: PassMIT
Arize Evaluatorgithub/awesome-copilot40k2 repos~8.1kAutomated safety check: NotesMIT
LLM Evaluationdavila7/claude-code-templates32k13 repos~3.5kAutomated safety check: PassMIT
Agent Evaluationsickn33/agentic-awesome-skills47k1 repos~2kAutomated safety check: PassMIT
EvaluatorsArize-ai/phoenix12k—~1.7kAutomated safety check: PassCustom licence
Agent Evaluation Reportingsickn33/agentic-awesome-skills47k1 repos~2.1kAutomated safety check: PassMIT

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Questions about Klarman Deep Value

What does Klarman Deep Value do?

A skill your agent uses when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection…. Klarman Deep Value is an agent skill from questflowai/investorskills. Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.

When should I use Klarman Deep Value?

Klarman Deep Value fits situations like: evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety; liquidity discounts; downside protection.

How do I install Klarman Deep Value in Claude Code?

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

How do I install Klarman Deep Value in Codex?

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

Can I use Klarman Deep Value 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 klarman-deep-value -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/klarman-deep-value, .gemini/skills/klarman-deep-value, .github/skills/klarman-deep-value and .opencode/skills/klarman-deep-value in your project.

What does Klarman Deep Value need to run?

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

Does Klarman Deep Value 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 Klarman Deep Value 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 Klarman Deep Value use?

Klarman Deep Value 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 Klarman Deep Value use?

About 409 tokens (SKILL.md is roughly 1.6k 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 Klarman Deep Value?

Skills that share tags, products or a category with Klarman Deep Value: Arize Evaluator (github/awesome-copilot, 40k stars), LLM Evaluation (davila7/claude-code-templates, 32k stars), Agent Evaluation (sickn33/agentic-awesome-skills, 47k stars) and Evaluators (Arize-ai/phoenix, 12k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Klarman Deep Value?

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.