Downloads
Tools and guides for your investment process.
Use a Bloomberg-connected Excel workbook for a first-pass view of economic profit, underlying free cash flow, leverage, smoothed Free Cash Flow yield, and enterprise-value cap rate. Requires desktop Excel, the Bloomberg Excel add-in, and an active Bloomberg subscription. It helps identify candidates for deeper work; it does not normalize accounting, settle valuation, or produce a recommendation. The 30-day annual guarantee still applies if you download it.
Used in The Toolkit
1B. Idea Triage: Run a Fast PULSE Triage Pass
https://newsletter.behavioralvalueinvestor.com/i/214159973/run-a-fast-pulse-triage-pass
Complimentary members: access your downloads here
https://newsletter.behavioralvalueinvestor.com/p/member-downloads
Annual or founding plan required
Commission an independent attempt to break the case for one public company. The Claude Skill uses Research to build a first-pass bear case, but it can miss evidence, overstate claims, omit or miscitate sources, and use stale current values. Verify every important claim and current input. It is not a recommendation, price target, or short thesis.
Used in The Toolkit
1B. Idea Triage: Test a New Idea Before Committing to Deep Research
https://newsletter.behavioralvalueinvestor.com/i/214159973/test-a-new-idea-before-committing-to-deep-research
3. Investment Decision: Build the Strongest Bear Case Before Acting
https://newsletter.behavioralvalueinvestor.com/i/214159973/build-the-strongest-bear-case-before-acting
5. Monitoring and Information Processing: Revisit an Existing Holding With a Fresh Bear Case
https://newsletter.behavioralvalueinvestor.com/i/214159973/revisit-an-existing-holding-with-a-fresh-bear-case
Paid subscription required
Read the latest definitive proxy and identify what appears to drive the CEO's incentive payouts. It also produces a 0-to-10 ROI Influence score based on how much return-on-capital metrics affect those payouts. The results aren't always perfect, so check the findings against the filings when it matters. The result does not measure management quality, integrity, or investment merit.
Used in The Toolkit
1B. Idea Triage: Management Compensation and Incentives Review
https://newsletter.behavioralvalueinvestor.com/i/214159973/management-compensation-and-incentives-review
Paid subscription required
Screen one country across various categories of recent and upcoming event-driven situations. You can customize the market-cap range and the lookback and forward-looking periods. The Claude Skill builds a dated first-pass triage list. It can miss events, misapply filters, use a wrong ticker or stale status, omit fields, or produce recommendation-like language. Verify every candidate pursued. These results are a starting point for further digging, not recommendations, even if the model occasionally uses language that sounds like one.
Used in The Toolkit
1A. Idea Generation: Special Situations Country Sweep
https://newsletter.behavioralvalueinvestor.com/i/214159973/special-situations-country-sweep
Paid subscription required
Identify the direct competitors and substitutes that deserve deeper research using the company's latest annual filing and current public sources. Use the result to decide which competitors' filings, transcripts, and industry materials deserve further research. The Claude Skill can omit or overinclude companies, misorder direct and adjacent competitors, or use stale ownership, listing, or domicile data. Verify the list before using it. It does not establish a valuation peer group or prove comparable economics.
Used in The Toolkit
2. Research: Map the Competitive Set
https://newsletter.behavioralvalueinvestor.com/i/214159973/map-the-competitive-set
Paid subscription required
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