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Found 36 Skills
Analyze a cyclical business - locate where it sits in its cycle (with evidence), normalize its earnings vs peak/trough, run the P/E inversion that trips up naive valuation, read the structural top/bottom tells, and end in a disposition framed as thinking (never buy/sell). A decision-support thinking tool, not financial advice. A standalone skill, independent of /munger and /investment-checklist. Use when the user invokes /cyclicals, says "analyze this cyclical", "where is X in its cycle", "normalize earnings for X", "is it time to buy cyclicals", or pastes a cyclical business (commodity, metals, semis, autos, housing, shipping, airlines, chemicals, paper) to think through.
Apply trader Serenity's (@aleabitoreddit) AI/semiconductor supply-chain analytical lens to US-stock ideas and market judgment. Use this skill whenever evaluating a stock decision (buy / sell / hold / size); forming an outlook on any AI, semiconductor, optical/CPO, memory, power/grid, or neocloud name; mentioning any ticker in Serenity's universe (NBIS, AXTI, LITE, SIVE, COHR, AAOI, IREN, CRWV, MU, SNDK, NVDA, TSM, MRVL, AVGO, INTC, SOI, IQE, TSEM, CIFR, XLU, VST, CEG, EWY, etc.); asking "what would Serenity think", "is this a real bottleneck", or wanting a supply-chain / bottleneck read on a thesis. Decision-support only — never auto-trades and never places or cancels orders.
Run an investment idea through Charlie Munger's latticework of mental models and surface which models "pop" — which fire for the idea, which fire against it, and what an inversion pass reveals. A decision-support thinking tool, not financial advice. Use when the user invokes /munger, says "run this idea through mental models", "munger check this", "what mental models apply to this investment", or pastes an investment thesis / ticker / business and asks which models fire.
Interview the user through their OWN investment screening checklist - you ASK the questions one at a time and the USER answers and clears each gate; the tool never answers, never invents questions, and never checks a gate off. The questions are James's own and live in his Obsidian vault (the source of truth); ask exactly what is there. A decision-support thinking tool, not financial advice. Complements /munger. Use when the user invokes /investment-checklist, says "run this through my investment checklist", "screen this idea/stock/ticker", or pastes a thesis/ticker to be screened.
A decision-support framework that evaluates systems, architectures, and strategies through the entropy (decay) vs negentropy (growth) lens, while surfacing tacit knowledge gaps. Use this skill whenever the user is making architecture decisions, evaluating system designs, reviewing technical approaches, choosing between options, auditing existing systems, or planning strategies. Also trigger when the user explicitly asks to "apply the negentropy lens", mentions "entropy", "negentropy", "tacit knowledge", "knowledge engine", or "flip the switch". Nudge activation when you detect the user is at a decision point — even if they haven't asked for this lens — by briefly noting the entropic/negentropic dimension before proceeding.
Turn a decision you can't fully answer into a questionnaire for someone else to fill in.
When the user wants multiple expert perspectives on a marketing question — a simulated board of advisors staffed by legendary marketers (Seth Godin, David Ogilvy, Eugene Schwartz, April Dunford, Rory Sutherland, Alex Hormozi, Byron Sharp, and more). Also use when the user mentions 'marketing council,' 'board of advisors,' 'advisory board,' 'what would Seth Godin say,' 'what would Ogilvy think,' 'channel Hormozi,' 'get multiple perspectives,' 'debate this,' 'have the council review,' 'marketing mentors,' or asks how a famous marketer would approach their problem. The council gives each advisor's take through their documented frameworks, surfaces where they disagree, and synthesizes a recommendation. For executing the winning direction, hand off to positioning, offers, copywriting, ads, or the relevant skill.
Run a model-diverse subagent council to investigate the same problem from multiple perspectives, compare findings, and produce a final recommendation. Use this skill whenever the user asks for a council, second opinions, multiple agents/models to evaluate one question, parallel investigation, red-team/blue-team comparison, or help deciding between competing technical approaches.
dontbesilent Slow is Fast. It helps entrepreneurs find methods that seem slower but deliver faster results in the long run, and build assets through friction. Trigger methods: /dbs-slowisfast, /slow-is-fast, "Is there a slower way", "Am I going too fast" Slow-is-fast diagnosis. Help entrepreneurs find seemingly slower methods that build assets through friction. Trigger: /dbs-slowisfast, "is there a slower way", "am I going too fast"
Doctor Strange — forward mental simulation via parallel universe subagents. Walks through how a future event might unfold step by step, like a human mentally rehearsing a scenario. Stores simulations as persistent memory for later recall. TRIGGER when: user explicitly asks to simulate / rehearse / play out a scenario; user says "推演", "模拟", "预演", "imagine", "what if", "run through", "play this out", "what could go wrong"; user faces a high-stakes upcoming decision and is uncertain how it will unfold. DO NOT TRIGGER when: user wants factual lookup or research; user wants analysis of a past event (use regular memory); user wants a simple recommendation without simulation; user is debugging code or doing technical work unrelated to decision-making. Three modes: SIMULATE (run a new forward simulation), RECALL (surface past simulations as soft priors), MANAGE (list/void/re-run stored simulations).
Compare the differences in business quality, growth, profitability, valuation and catalysts of peer candidate companies horizontally, and provide conclusions on relative strengths and weaknesses. It is applicable to scenarios such as choosing between two candidate stocks, selecting the best among peers in an industry, and establishing a priority tracking order.
Run a multi-perspective Mind Council deliberation on any question, decision, or creative challenge. Use this skill whenever the user wants diverse viewpoints, needs help making a tough decision, asks for a council/panel/board discussion, wants to explore a problem from multiple angles, requests devil's advocate analysis, or says things like "what would different experts think about this", "help me think through this from all sides", "council mode", "mind council", or "deliberate on this". Also trigger when the user faces a dilemma, trade-off, or complex choice with no obvious answer.