Deep Company Series

This skill produces an eight-part deep-dive written series analyzing a company across business fundamentals, competitive position, financial structure, and valuation. Each installment (4,000–12,000 words) stands alone for sharing but ties into a cohesive investment framework spanning recognition resets, moats, revenue engines, hidden assets, industry headwinds, financial mechanics, management quality, and valuation scenarios. The core differentiator is ruthless fact-checking—the skill systematically eliminates "false precision" (arbitrary probability weighting, linearly extrapolated growth, misaligned peer comparisons) that corrupts most financial writing.

What it does

• Eight-essay structure: progresses from dismantling common misconceptions → durable competitive advantages → profit drivers → off-balance-sheet value → sectoral disruption exposure → Buffett-style financial parsing → management capital allocation + succession → multi-scenario DCF with deal/exit triggers.
• Fact-checking rigor: enforces cross-paper numerical consistency (valuation multiples, share count, stake percentages), flags and eliminates unweighted probability arithmetic, requires third-party data sourcing (QuestMobile, equity research) with margin-of-error disclaimers, and eliminates causal overreach.
• Plain-language rigor: bans hedging absolutes ("evidently," "necessarily"), removes subjective puffery ("perfect," "textbook-level"), and requires two-sided argument frames for each core claim.
• Style guardrails: contrarian headlines anchored to numeric hooks or consensus breaks; no influencer comparisons ("China's Buffett"); vocabulary aligned to institutional readers (GAAP vs. Non-IFRS mouth).
• Modular workflow: completed essays stored per company; full cross-series audit performed after all eight pieces; revision cycle ties data changes to downstream references (e.g., revaluing market cap ripples through PE, FCF yield, holding % tables).

How to use it

Hand the skill a company name and your target publication surface (WeChat Official, video platforms, etc.). The skill will conduct a five-year financial deep-dive, cross-check against 2–3 independent equity research reports, and ask you to lock in 8-essay thesis points before writing begins. After delivery, you review each piece; the skill processes your edits by verifying facts against latest filings, categorizing revisions by severity (hard error vs. subjective tone), and refreshing all dependent figures across the series before final push to your repository.

Note: this skill's internal instructions are written in Chinese. Claude reads them natively and will work with you in English.