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Investment Team Research

Runs a four-role parallel equity research workflow with web search and verification scripts

Source Download skill
Repository
xbtlin/ai-berkshire
Stars
16,982
Licence
MIT
Files
1 file

What it does

When asked to research a public company, the agent sets up a team-style workflow: four sub-agents run in parallel, each covering one area (business model and moat, financials and valuation, industry and competition, risks and management), then the main agent combines their findings into a long report with bull and bear cases, a checklist and an investment recommendation. It is designed to cite sources and to run numeric checks with bundled Python tools instead of mental arithmetic.

Great for

  • Investors or analysts who want a structured first-pass research memo on a listed company
  • Students learning a value-investing framework applied to a real company
  • Users who already have the ai-berkshire repository checked out and can run its tools

Skip it if

  • Making actual buy or sell decisions: the output is AI-generated and may contain stale or unverified data, so it should not replace professional advice
  • Companies with thin public information, where the skill's own guidance says results will be low confidence
  • Users without web search enabled: the skill itself warns that sub-agents without search will fall back to training knowledge and produce misleading reports

Try asking

  • “Research Apple's business model, moat and valuation and produce the full investment team report”
  • “Run an investment team analysis on a Hong Kong listed company and check its financial data against two sources”
  • “Assess the risks and management quality of a Chinese internet company”
Step-by-step guide: how to use Investment Team ResearchInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the MIT licence and an attribution note.

    investment-team.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip investment-team.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip investment-team.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Check that web search is allowed in your permissions before starting, as the skill instructs, otherwise research quality silently drops
  • Ask for a specific company and market (for example, a ticker and exchange) so the agents collect the right filings
  • Treat the scores and buy price ranges as a starting point and verify key numbers against the cited sources yourself

What's inside

  • SKILL.md

Redistributed unmodified from xbtlin/ai-berkshire under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.