Router skill for LLMQuant investor-lens workflows. Use when the user wants an investor-style reasoning overlay grounded in LLMQuant Data evidence.
Install
npx skills add https://github.com/llmquant/skills --skill llmquant-investor-lensesSKILL.md
LLMQuant Investor Lenses
This category routes investor-style reasoning overlays. The named workflows are analytical lenses, not claims of endorsement or replication. All external evidence must come from LLMQuant Data.
Routing Rules
- Identify the requested investor lens, ticker/asset, horizon, and decision type.
- Select the closest workflow below.
- Open only that workflow and any local resources explicitly referenced by that workflow.
- Use LLMQuant Data for filings, prices, fundamentals, ownership, macro, and valuation evidence.
- Separate evidence from interpretation and avoid unsupported persona claims.
Workflow Index
| User intent | Workflow |
|---|---|
| Long-term owner lens: moat, circle of competence, and margin of safety. | workflows/warren-buffett.md |
| Quantitative value and margin-of-safety discipline. | workflows/ben-graham.md |
| Multi-model quality investor with inversion discipline. | workflows/charlie-munger.md |
| Dhandho, cloning, and low-risk doubles. | workflows/mohnish-pabrai.md |
| Emerging-market compounder and ROE-first selection. | workflows/rakesh-jhunjhunwala.md |
| GARP, ten-baggers, and simple explainable businesses. | workflows/peter-lynch.md |
| Qualitative growth and scuttlebutt-style research. | workflows/phil-fisher.md |
| Disruptive innovation, Wright's Law, and exponential TAM. | workflows/cathie-wood.md |
| Macro liquidity regime and asymmetric sizing. | workflows/stanley-druckenmiller.md |
| Concentrated activist value and catalyst unlocks. | workflows/bill-ackman.md |
| Contrarian deep value and filing-first downside work. | workflows/michael-burry.md |
| Tail-risk, barbell, convexity, and antifragile thinking. | workflows/nassim-taleb.md |
| Story-plus-numbers valuation discipline. | workflows/aswath-damodaran.md |
| Mechanical Buffett-style business, moat, management, and valuation scorecard. | workflows/warren-buffett-scorecard.md |
| Seller-only quality-business options framework. | workflows/duan-yongping-seller.md |
| Cycle-position offense/defense signal. | workflows/howard-marks-cycle.md |
| Rare panic-buy gate for liquid quality exposure. | workflows/david-tepper-panic-signal.md |
LLMQuant Data Contract
Prefer LLMQuant Data when available. The workflows may need these data capabilities:
- Retrieve filings, fundamentals, valuation inputs, market prices, 13F ownership, macro indicators, options context, credit context, and sentiment evidence.
- Support investor-lens analysis with dated evidence rather than persona-style assertions.
- Preserve the distinction between retrieved facts, user-provided assumptions, and the selected investor framework.
Fallback:
- If a lens needs unavailable data, name the missing input and continue only with retrieved or user-provided evidence.
- Do not invent quotes, holdings, valuation inputs, or biographical claims.
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