Grill Me Partner
Work through the questions I ask before every investment. The Claude Skill covers business quality, management, the balance sheet, expectations and valuation, and my questions on durability and the thesis. It keeps a running report of your answers, open questions, and where to look next, and resumes after new results. It can misread a draft or mark a topic as covered when it isn't. It does not research the company, check your facts, or tell you whether to invest.
Used in The Toolkit
2. Research: Build an Investment Thesis From a Blank Page
https://newsletter.behavioralvalueinvestor.com/i/214159973/build-an-investment-thesis-from-a-blank-page
2. Research: Complete a Draft Thesis Before You Decide
https://newsletter.behavioralvalueinvestor.com/i/214159973/complete-a-draft-thesis-before-you-decide
5. Monitoring and Information Processing: Revisit a Holding’s Thesis After New Results
https://newsletter.behavioralvalueinvestor.com/i/214159973/revisit-a-holdings-thesis-after-new-results
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