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Claude Skills by HHFinAi
github.com/HHFinAi7 skills6 installs238 views
- Competitive AnalysisComprehensive framework for analyzing company competitiveness across 11 dimensions (market position, moat, Porter's Five Forces, value chain, strategy, innovation, operations, financials, vulnerabilities, forward indicators, geopolitical supply chain resilience). Use when asked to assess competitive positioning, evaluate competitive advantages, analyze industry dynamics, compare companies competitively, assess moat sustainability, build investment theses based on competitive strength, evaluat...Votes: 0GitHub stars: 8
- Corporate Network AnalysisSystematic framework for analyzing corporate networks to generate investment alpha. Use when analyzing supplier-customer relationships, director interlocks, executive networks, insider holdings patterns, or identifying M&A signals through board connections. Triggers on supply chain analysis, customer momentum, board interlock, director network, connected party analysis, relationship mapping, or network-based investment research.Votes: 0GitHub stars: 8
- Earnings AnalysisInstitutional-quality earnings analysis for public equities. Parses 10-Qs, earnings releases, and call transcripts into a 4-layer framework (Parse → Compare → Diagnose → Decide), runs a mechanical scoring engine that produces a composite verdict across beat quality, operational health, and management signals, and outputs a one-page earnings sheet, full memo (Word doc), risk map, or trade note. Use when asked to analyse earnings, review quarterly results, parse a 10-Q, summarise an earnings ca...Votes: 0GitHub stars: 8
- Growth Stock AnalysisComprehensive framework for analyzing growth stocks using competitive moat theory, technology adoption dynamics, narrative economics, management quality assessment, and platform strategy. Use when asked to analyze growth companies, evaluate competitive positions, assess technology investments, or build investment theses for high-growth equities.Votes: 0GitHub stars: 8
- Investment Report ReaderRead and extract content from PDF investment reports — sell-side notes (GS/MS/JPM/UBS/Citi/BofA), 10-Ks, annual reports, fund factsheets, manager commentaries, and macro outlooks. Specialises in CHARTS, TABLES, and IMAGES that text-only extraction silently misses (most research charts are vector and invisible to pdfimages). Handles MULTI-REPORT TRIANGULATION when 2+ reports cover the same name, comparing forecasts, valuation methods, and surfacing coverage gaps. When the user has a company of...Votes: 0GitHub stars: 8
- Supply Chain Pass ThroughMap listed-equity beneficiaries of a secular trend across the supply chain, then substantiate each with earnings call evidence (backlog, book-to-bill, guide raises, Q&A admissions, mix shifts). Decomposes multi-mechanism themes into sub-themes, flags cost-bearer nodes, subtracts captive capacity, and classifies each node as value captor, volume taker, optionality, or cost bearer. Use when asked "who benefits from X", "supply chain beneficiaries", "pass-through analysis", "thematic basket", "p...Votes: 0GitHub stars: 8
- Thematic Investment ResearchComprehensive framework for conducting institutional-quality thematic investment research. Use when the user asks to: (1) Identify and validate investment themes, (2) Analyze thematic market opportunities and value chains, (3) Build a thematic stock universe and screen candidates, (4) Conduct company deep dives with thematic focus, (5) Value companies using theme-appropriate methodologies, (6) Assess theme-level and company-level risks, (7) Write thematic research reports, (8) Design portfoli...Votes: 0GitHub stars: 8