[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718F15XGY1JJ5HZSR0VG75Q":3,"skill-same:01M718F15XGY1JJ5HZSR0VG75Q":66},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":39,"linkOnly":40,"markdownContent":41,"markdownBody":42,"frontMatter":43,"refName":44,"commitSha":45,"skillDirectory":46,"forksCount":47,"repositoryHtmlUrl":48,"repositoryHomepageUrl":6,"ownerHtmlUrl":49,"ownerBlogUrl":50,"ownerDescription":6,"updatedAt":51,"install":52,"resources":65},"01M718F15XGY1JJ5HZSR0VG75Q","idea-generation",null,"Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on \"idea generation\", \"stock screen\", \"find ideas\", \"what looks interesting\", \"screen for\", \"new ideas\", or \"pitch me something\".","anthropics\u002Ffinancial-services","anthropics","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F76263028?v=4","01M697XGDPXJAVQ8391V2BCYTE","Anthropic","01M7188Y8CSYMMZ40A4B4N518V",41274,"Apache-2.0","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fequity-research\u002Fskills\u002Fidea-generation\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38],"generation","idea","idea generation","systematic","find","screen","research","me","when","pitch","use","new","triggers","long","short","sourcing","stock","for","ideas","running","2026-11-10 10:12:30",false,"---\nname: idea-generation\ndescription: Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on \"idea generation\", \"stock screen\", \"find ideas\", \"what looks interesting\", \"screen for\", \"new ideas\", or \"pitch me something\".\n---\n\n# Idea Generation\n\n## Workflow\n\n### Step 1: Define Search Criteria\n\nAsk the user for parameters:\n- **Direction**: Long ideas, short ideas, or both\n- **Market cap**: Large, mid, small, micro\n- **Sector**: Specific sector or cross-sector\n- **Style**: Value, growth, quality, special situation, event-driven\n- **Geography**: US, international, global\n- **Theme**: Any specific thematic angle (AI, reshoring, aging demographics, etc.)\n\n### Step 2: Quantitative Screens\n\nRun screens based on the style:\n\n**Value Screen**\n- P\u002FE below sector median\n- EV\u002FEBITDA below historical average\n- Free cash flow yield >5%\n- Price\u002Fbook below 1.5x\n- Insider buying in last 90 days\n- Dividend yield above market average\n\n**Growth Screen**\n- Revenue growth >15% YoY\n- Earnings growth >20% YoY\n- Revenue acceleration (growth rate increasing)\n- Expanding margins\n- High return on invested capital (>15%)\n- Strong net retention (>110% for SaaS)\n\n**Quality Screen**\n- Consistent revenue growth (5+ years)\n- Stable or expanding margins\n- ROE >15%\n- Low debt\u002Fequity\n- High free cash flow conversion\n- Insider ownership >5%\n\n**Short Screen**\n- Declining revenue or decelerating growth\n- Margin compression\n- Rising receivables \u002F inventory vs. sales\n- Insider selling\n- Valuation premium to peers without justification\n- High short interest with deteriorating fundamentals\n- Accounting red flags (auditor changes, restatements)\n\n**Special Situation Screen**\n- Recent IPOs \u002F SPACs with lockup expirations\n- Spin-offs in last 12 months\n- Companies emerging from restructuring\n- Activist involvement\n- Management changes at underperforming companies\n\n### Step 3: Thematic Sweep\n\nFor thematic ideas, research the theme and identify beneficiaries:\n\n1. Define the thesis (e.g., \"AI infrastructure spending accelerates through 2026\")\n2. Map the value chain — who benefits directly vs. indirectly?\n3. Identify pure-play vs. diversified exposure\n4. Assess which names are already \"priced in\" vs. under-appreciated\n5. Look for second-order beneficiaries that the market hasn't connected to the theme\n\n### Step 4: Idea Presentation\n\nFor each idea that passes the screen, present:\n\n**[Company Name] — [Long\u002FShort] — [One-Line Thesis]**\n\n| Metric | Value | vs. Peers |\n|--------|-------|-----------|\n| Market cap | | |\n| EV\u002FEBITDA (NTM) | | |\n| P\u002FE (NTM) | | |\n| Revenue growth | | |\n| EBITDA margin | | |\n| FCF yield | | |\n\n**Thesis (3-5 bullets):**\n- Why this is mispriced\n- What the market is missing\n- Catalyst to realize value\n\n**Key Risks:**\n- What would make this wrong\n\n**Suggested Next Steps:**\n- Build full model? Deep-dive diligence? Expert call?\n\n### Step 5: Output\n\n- Shortlist of 5-10 ideas with one-page summaries\n- Screening criteria and methodology documented\n- Comparison table across all ideas\n- Prioritized list: which ideas to research first\n\n## Important Notes\n\n- Screens surface candidates, not conclusions — every screen output needs fundamental work\n- The best ideas often come from intersections (e.g., quality company at value price due to temporary headwind)\n- Avoid crowded trades — check ownership data, short interest, and how many analysts cover the name\n- Contrarian ideas need a catalyst — being early without a catalyst is the same as being wrong\n- Track idea hit rates over time — which screens and approaches produce the best ideas?\n- Short ideas need higher conviction — timing is harder and risk is asymmetric\n","# Idea Generation\n\n## Workflow\n\n### Step 1: Define Search Criteria\n\nAsk the user for parameters:\n- **Direction**: Long ideas, short ideas, or both\n- **Market cap**: Large, mid, small, micro\n- **Sector**: Specific sector or cross-sector\n- **Style**: Value, growth, quality, special situation, event-driven\n- **Geography**: US, international, global\n- **Theme**: Any specific thematic angle (AI, reshoring, aging demographics, etc.)\n\n### Step 2: Quantitative Screens\n\nRun screens based on the style:\n\n**Value Screen**\n- P\u002FE below sector median\n- EV\u002FEBITDA below historical average\n- Free cash flow yield >5%\n- Price\u002Fbook below 1.5x\n- Insider buying in last 90 days\n- Dividend yield above market average\n\n**Growth Screen**\n- Revenue growth >15% YoY\n- Earnings growth >20% YoY\n- Revenue acceleration (growth rate increasing)\n- Expanding margins\n- High return on invested capital (>15%)\n- Strong net retention (>110% for SaaS)\n\n**Quality Screen**\n- Consistent revenue growth (5+ years)\n- Stable or expanding margins\n- ROE >15%\n- Low debt\u002Fequity\n- High free cash flow conversion\n- Insider ownership >5%\n\n**Short Screen**\n- Declining revenue or decelerating growth\n- Margin compression\n- Rising receivables \u002F inventory vs. sales\n- Insider selling\n- Valuation premium to peers without justification\n- High short interest with deteriorating fundamentals\n- Accounting red flags (auditor changes, restatements)\n\n**Special Situation Screen**\n- Recent IPOs \u002F SPACs with lockup expirations\n- Spin-offs in last 12 months\n- Companies emerging from restructuring\n- Activist involvement\n- Management changes at underperforming companies\n\n### Step 3: Thematic Sweep\n\nFor thematic ideas, research the theme and identify beneficiaries:\n\n1. Define the thesis (e.g., \"AI infrastructure spending accelerates through 2026\")\n2. Map the value chain — who benefits directly vs. indirectly?\n3. Identify pure-play vs. diversified exposure\n4. Assess which names are already \"priced in\" vs. under-appreciated\n5. Look for second-order beneficiaries that the market hasn't connected to the theme\n\n### Step 4: Idea Presentation\n\nFor each idea that passes the screen, present:\n\n**[Company Name] — [Long\u002FShort] — [One-Line Thesis]**\n\n| Metric | Value | vs. Peers |\n|--------|-------|-----------|\n| Market cap | | |\n| EV\u002FEBITDA (NTM) | | |\n| P\u002FE (NTM) | | |\n| Revenue growth | | |\n| EBITDA margin | | |\n| FCF yield | | |\n\n**Thesis (3-5 bullets):**\n- Why this is mispriced\n- What the market is missing\n- Catalyst to realize value\n\n**Key Risks:**\n- What would make this wrong\n\n**Suggested Next Steps:**\n- Build full model? Deep-dive diligence? Expert call?\n\n### Step 5: Output\n\n- Shortlist of 5-10 ideas with one-page summaries\n- Screening criteria and methodology documented\n- Comparison table across all ideas\n- Prioritized list: which ideas to research first\n\n## Important Notes\n\n- Screens surface candidates, not conclusions — every screen output needs fundamental work\n- The best ideas often come from intersections (e.g., quality company at value price due to temporary headwind)\n- Avoid crowded trades — check ownership data, short interest, and how many analysts cover the name\n- Contrarian ideas need a catalyst — being early without a catalyst is the same as being wrong\n- Track idea hit rates over time — which screens and approaches produce the best ideas?\n- Short ideas need higher conviction — timing is harder and risk is asymmetric\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fvertical-plugins\u002Fequity-research\u002Fskills\u002Fidea-generation",5748,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services","https:\u002F\u002Fgithub.com\u002Fanthropics","https:\u002F\u002Fanthropic.com","2026-11-13 03:13:59",{"source":8,"skillName":5,"commands":53,"prompt":63,"zipAvailable":64},[54,57,60],{"tool":55,"command":56},"npx","npx skills add anthropics\u002Ffinancial-services --skill idea-generation",{"tool":58,"command":59},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill idea-generation",{"tool":61,"command":62},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill idea-generation","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fequity-research\u002Fskills\u002Fidea-generation\u002FSKILL.md",true,[],[67,91,114,136,165,183],{"skillNo":68,"name":69,"nameZh":6,"description":70,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":71,"categories":72,"keywords":73,"publishedAt":39},"01M718K18RVV0Z7T7JR4DDYCR9","value-creation-plan","Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on \"value creation plan\", \"100-day plan\", \"post-close plan\", \"EBITDA bridge\", \"operating plan\", or \"value creation levers\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fvalue-creation-plan\u002FSKILL.md",[],[74,75,76,77,78,79,80,81,82,83,31,84,85,29,86,27,87,88,89,90],"value","creation","value creation plan","plan","operating","ready","bridge","planning","frameworks","kpi","execution","plans","roadmap","materials","with","cost","acquisition",{"skillNo":92,"name":93,"nameZh":6,"description":94,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":95,"categories":96,"keywords":97,"publishedAt":39},"01M718JXVXRBT0736V7KDW3EHC","unit-economics","Analyze unit economics for PE targets — ARR cohorts, LTV\u002FCAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software\u002FSaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on \"unit economics\", \"cohort analysis\", \"ARR analysis\", \"LTV CAC\", \"net retention\", \"revenue quality\", or \"customer economics\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Funit-economics\u002FSKILL.md",[],[98,99,100,101,102,103,36,104,31,105,29,27,106,107,108,109,110,111,112,113],"unit","economics","unit economics","cohort analysis","recurring","essential","retention","recurring revenue","saas","analysis","analyze","targets","arr","customer","revenue","cohort",{"skillNo":115,"name":116,"nameZh":6,"description":117,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":118,"categories":119,"keywords":120,"publishedAt":39},"01M718JV1463SCF8XND52PRN03","returns-analysis","Build quick IRR\u002FMOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on \"returns analysis\", \"IRR sensitivity\", \"MOIC table\", \"what's the return at\", \"model the returns\", or \"back of the envelope\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Freturns-analysis\u002FSKILL.md",[],[121,107,122,123,124,125,126,36,127,128,129,31,130,29,27,131,132,133,134,135],"returns analysis","returns","back","leverage","quick","model","sensitivity","testing","up","exit","growth","across","deal","build","models",{"skillNo":137,"name":138,"nameZh":6,"description":139,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":140,"categories":141,"keywords":150,"publishedAt":39},"01M718JRJYHENXRTAS2WES2J4E","portfolio-monitoring","Track and analyze portfolio company performance against plan. Ingests monthly\u002Fquarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on \"review portfolio company\", \"monthly financials\", \"how is [company] performing\", \"covenant check\", or \"portfolio update\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fportfolio-monitoring\u002FSKILL.md",[142,147],{"categoryNo":143,"categoryName":144,"taxonomyType":145,"taxonomyTypeDesc":146},"01JBSEEDCAT000000000000002","文档处理","SCENARIO","使用场景",{"categoryNo":148,"categoryName":149,"taxonomyType":145,"taxonomyTypeDesc":146},"01JBSEEDCAT000000000000004","电子表格",[151,152,153,154,155,156,157,158,31,29,27,159,160,108,87,161,162,77,163,164],"portfolio monitoring","monitoring","portfolio","financials","PDF","xlsx","performance","company","review","check","packages","track","covenant","how",{"skillNo":166,"name":167,"nameZh":6,"description":168,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":169,"categories":170,"keywords":171,"publishedAt":39},"01M718JPCC86RSTX0ZH4XK26J7","ic-memo","Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on \"write IC memo\", \"investment committee memo\", \"deal write-up\", \"prepare IC materials\", or \"recommendation memo\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fic-memo\u002FSKILL.md",[],[172,173,174,79,175,36,176,129,31,177,29,178,27,107,87,179,133,180,181,182],"ic memo","memo","recommendation memo","professional","recommendation","writing","document","draft","write","financial analysis","investment",{"skillNo":184,"name":185,"nameZh":6,"description":186,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":187,"categories":188,"keywords":192,"publishedAt":39},"01M718JK2B01WZQPFHVHKY25PD","deal-sourcing","PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on \"find companies\", \"source deals\", \"draft founder email\", \"check if we've seen this company\", or \"outreach to founder\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdeal-sourcing\u002FSKILL.md",[189],{"categoryNo":190,"categoryName":191,"taxonomyType":145,"taxonomyTypeDesc":146},"01JBSEEDCAT000000000000005","邮件与沟通",[34,193,133,194,195,196,36,158,31,197,198,30,29,199,27,200,201,160,179,23],"deal sourcing","target","discover","email","emails","prospecting","Existing","workflow","founders"]