@v587d/capital-generation 2.7.2 → 2.7.4

package/selected-skills/china-stock-research-skills/SKILLS.md

@@ -1,85 +0,0 @@
-# Skills 索引 / Skills Index
-
-[中文](#中文) | [English](#english)
-
-## 中文
-
-本仓库当前包含 7 个 skills，面向中国股票研究，尤其适合 A股 / A-share 的公开信息分析场景。
-
-### 母 skill
-
-| Skill | 适用场景 | 主要输出 |
-| --- | --- | --- |
-| `china-stock-research-orchestrator` | 识别中国股票、尤其是 A股 / A-share 场景下的分析模式，路由模块、选择 overlays、合并结果 | 统一研究框架 |
-
-### 核心模块
-
-| Skill | 适用场景 | 主要输出 |
-| --- | --- | --- |
-| `strategy-business-transition` | 业务历史、转型路径、 legacy drag、管理层战略 | 转型评估 |
-| `business-decomposition-order-quality` | 分部结构、客户、项目、在手订单、订单质量 | 业务质量与 pipeline 视图 |
-| `financial-health` | 盈利质量、营运资本、杠杆、偿债、减值 | 财务健康度评分卡 |
-| `industry-competition-moat` | 行业结构、可比公司、供需、护城河强弱 | 竞争格局与护城河视图 |
-| `risk-warning-catalysts` | 风险面板、催化剂日历、监测阈值 | 跟踪与监测框架 |
-| `valuation-investment-strategy` | 情景假设、估值方法、估值框架 | 带来源支撑的估值区间 |
-
-### 共享 references
-
-建议先从这些共享 references 开始：
-
-- `skills/shared/references/source-registry.md`
-- `skills/shared/references/citation-standard.md`
-- `skills/shared/references/company-disclosure-map.md`
-- `skills/shared/references/research-output-template.md`
-- `skills/shared/references/analysis-pattern-selector.md`
-- `skills/shared/references/language-output-standard.md`
-
-之后再根据公司匹配情况按需加载 overlays。
-
-### 典型使用路径
-
-1. 先运行 `china-stock-research-orchestrator`
-2. 让它选择合适的核心模块
-3. 只有在公司明确匹配时再加载可选 overlays
-4. 按最终输出契约合并结果
-
-## English
-
-This repository currently ships 7 skills for China stock research, especially natural for A-share workflows built on public information.
-
-### Parent Skill
-
-| Skill | Use It For | Main Output |
-| --- | --- | --- |
-| `china-stock-research-orchestrator` | Identify analysis patterns for China stock and A-share workflows, route modules, choose overlays, and merge outputs | Unified research framework |
-
-### Core Modules
-
-| Skill | Use It For | Main Output |
-| --- | --- | --- |
-| `strategy-business-transition` | Business history, transformation path, legacy drag, management strategy | Transition assessment |
-| `business-decomposition-order-quality` | Segment mix, customers, projects, backlog, and order quality | Business quality and pipeline view |
-| `financial-health` | Earnings quality, working capital, leverage, solvency, and impairment | Financial health scorecard |
-| `industry-competition-moat` | Industry structure, peers, supply-demand, and moat strength | Competitive landscape and moat view |
-| `risk-warning-catalysts` | Risk dashboard, catalyst calendar, and monitoring thresholds | Monitoring framework |
-| `valuation-investment-strategy` | Scenario hooks, method choice, and valuation framing | Source-backed valuation range |
-
-### Shared References
-
-Start with:
-
-- `skills/shared/references/source-registry.md`
-- `skills/shared/references/citation-standard.md`
-- `skills/shared/references/company-disclosure-map.md`
-- `skills/shared/references/research-output-template.md`
-- `skills/shared/references/analysis-pattern-selector.md`
-- `skills/shared/references/language-output-standard.md`
-
-Then add overlays only when the company clearly matches the pattern.
-
-### Typical Usage Path
-
-1. Run `china-stock-research-orchestrator`
-2. Let it choose the right core modules
-3. Load optional overlays only when the company clearly matches them
-4. Merge outputs using the final output contract

package/selected-skills/china-stock-research-skills/examples/full-report-flow.md

@@ -1,20 +0,0 @@
-# Full Report Flow
-
-## Orchestrator-First Flow
-
-1. Start with the orchestrator.
-2. Let it select the right patterns and modules.
-3. Run the selected core modules.
-4. Merge the outputs into one framework.
-
-## Example Prompt
-
-```text
-使用 china-stock-research-orchestrator skill 按截至今天的公开信息分析这家 A 股公司。先识别主要分析模式，再选择必须调用的模块和可选 overlay，最后返回一份合并后的研究框架，结构包含：公司概览与路由决策、事实、解读、待验证问题、监测指标、情景与估值钩子、来源附录。所有中间与最终输出默认使用中文。
-```
-
-## Expected Behavior
-
-- The workflow should not assume a sector too early.
-- The workflow should explain why each module was selected.
-- The workflow should keep source-backed facts separate from interpretation.

package/selected-skills/china-stock-research-skills/examples/module-select-cases.md

@@ -1,26 +0,0 @@
-# Module Selection Cases
-
-## Transition Company
-
-- 从 `china-stock-research-orchestrator` 开始
-- 通常会路由到 `strategy-business-transition`、`financial-health`、`risk-warning-catalysts`
-
-## Project-Driven Engineering Company
-
-- 从 `china-stock-research-orchestrator` 开始
-- 通常会路由到 `business-decomposition-order-quality`、`financial-health`、`risk-warning-catalysts`
-
-## Cyclical Materials Company
-
-- 从 `china-stock-research-orchestrator` 开始
-- 通常会路由到 `industry-competition-moat`、`valuation-investment-strategy`、`risk-warning-catalysts`
-
-## Consumer Brand Company
-
-- 从 `china-stock-research-orchestrator` 开始
-- 通常会加载 `consumer-channel-brand` overlay，并路由到 `industry-competition-moat`、`business-decomposition-order-quality`、`risk-warning-catalysts`
-
-## Regulated Healthcare Company
-
-- 从 `china-stock-research-orchestrator` 开始
-- 通常会加载 `regulated-healthcare-policy` overlay，并路由到 `industry-competition-moat`、`risk-warning-catalysts`、`valuation-investment-strategy`

package/selected-skills/china-stock-research-skills/examples/quickstart-prompts.md

@@ -1,25 +0,0 @@
-# Quickstart Prompts
-
-## Start Any New Stock
-
-```text
-使用 china-stock-research-orchestrator skill 分析这家 A 股公司，识别主要分析模式，选择需要调用的模块，并返回一份带可访问来源链接的研究框架，结构必须包含：事实、解读、待验证问题。所有中间与最终输出默认使用中文。
-```
-
-## Check Whether Growth Quality Is Real
-
-```text
-使用 business-decomposition-order-quality skill 判断这家公司披露的增长，是否由真实交付、健康客户质量和实际回款支撑。所有关键结论都要附可访问来源链接，并默认使用中文输出。
-```
-
-## Diagnose Financial Stress
-
-```text
-使用 financial-health skill 诊断这家公司为什么收入增长没有转化成利润和现金流。请严格区分：事实、解读、待验证问题，并默认使用中文输出。
-```
-
-## Build A Monitoring Dashboard
-
-```text
-使用 risk-warning-catalysts skill 为这只股票建立月度监测面板，列出关键阈值、来源链接和后续核查动作，默认使用中文输出。
-```

package/selected-skills/investment-skills/.github/workflows/validate.yml

@@ -1,25 +0,0 @@
-name: Validate skill
-
-on:
-  pull_request:
-  push:
-    branches:
-      - main
-
-permissions:
-  contents: read
-
-jobs:
-  validate:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Check out repository
-        uses: actions/checkout@df4cb1c069e1874edd31b4311f1884172cec0e10 # v6.0.3
-      - name: Set up Python
-        uses: actions/setup-python@ece7cb06caefa5fff74198d8649806c4678c61a1 # v6.3.0
-        with:
-          python-version: "3.11"
-      - name: Validate package
-        run: python3 skills/buffett-investment-framework/scripts/framework.py validate
-      - name: Compile runtime
-        run: python3 -m py_compile skills/buffett-investment-framework/scripts/framework.py

package/selected-skills/investment-skills/.tbd/config.yml

@@ -1,107 +0,0 @@
-tbd_format: f06
-tbd_version: 0.4.1
-# tbd_upgrades: tbd versions that have run `tbd setup` in this repo (oldest first);
-# tbd_version above is the most recent. Informational; updated automatically by setup.
-tbd_upgrades:
-  - version: 0.4.1
-    at: 2026-07-22T16:27:06.123Z
-display:
-  id_prefix: isk
-sync:
-  branch: tbd-sync
-  remote: origin
-  storage: git-common-dir-v1
-settings:
-  auto_sync: false
-  doc_auto_sync_hours: 24
-  use_gh_cli: true
-# Documentation cache: the docs tbd serves (guidelines, shortcuts, templates), synced
-# into the gitignored .tbd/docs/ cache. Managed with `tbd docs` (run `tbd docs --help`).
-# files: destination path (under .tbd/docs/) -> source docref. Common source forms:
-#   - internal:<path>                          bundled with tbd (e.g. internal:guidelines/typescript-rules.md)
-#   - github:owner/repo@ref//path/to/file.md   a file in a git repo (gitlab: too; @ref optional)
-#   - https://host/path/file.md                a plain URL, kept verbatim
-#   Full docref grammar: `tbd docs show docref-format`.
-# lookup_path: doc lookup search order, like shell $PATH (earlier paths win).
-# Refresh the cache with `tbd docs sync`; it also auto-syncs when stale
-# (settings.doc_auto_sync_hours, default 24; 0 disables).
-docs_cache:
-  lookup_path:
-    - .tbd/docs/shortcuts/system
-    - .tbd/docs/shortcuts/standard
-  files:
-    references/tbd-docs.md: internal:tbd-docs.md
-    references/tbd-design.md: internal:tbd-design.md
-    shortcuts/system/shortcut-explanation.md: internal:shortcuts/system/shortcut-explanation.md
-    shortcuts/system/skill-baseline.md: internal:shortcuts/system/skill-baseline.md
-    shortcuts/system/skill-brief.md: internal:shortcuts/system/skill-brief.md
-    shortcuts/system/skill-minimal.md: internal:shortcuts/system/skill-minimal.md
-    shortcuts/standard/address-pr-review.md: internal:shortcuts/standard/address-pr-review.md
-    shortcuts/standard/agent-handoff.md: internal:shortcuts/standard/agent-handoff.md
-    shortcuts/standard/checkout-third-party-repo.md: internal:shortcuts/standard/checkout-third-party-repo.md
-    shortcuts/standard/code-cleanup-all.md: internal:shortcuts/standard/code-cleanup-all.md
-    shortcuts/standard/code-cleanup-docstrings.md: internal:shortcuts/standard/code-cleanup-docstrings.md
-    shortcuts/standard/code-cleanup-tests.md: internal:shortcuts/standard/code-cleanup-tests.md
-    shortcuts/standard/code-review-and-commit.md: internal:shortcuts/standard/code-review-and-commit.md
-    shortcuts/standard/coding-spike.md: internal:shortcuts/standard/coding-spike.md
-    shortcuts/standard/create-or-update-pr-simple.md: internal:shortcuts/standard/create-or-update-pr-simple.md
-    shortcuts/standard/create-or-update-pr-with-validation-plan.md: internal:shortcuts/standard/create-or-update-pr-with-validation-plan.md
-    shortcuts/standard/implement-beads.md: internal:shortcuts/standard/implement-beads.md
-    shortcuts/standard/merge-upstream.md: internal:shortcuts/standard/merge-upstream.md
-    shortcuts/standard/new-architecture-doc.md: internal:shortcuts/standard/new-architecture-doc.md
-    shortcuts/standard/new-guideline.md: internal:shortcuts/standard/new-guideline.md
-    shortcuts/standard/new-plan-spec.md: internal:shortcuts/standard/new-plan-spec.md
-    shortcuts/standard/new-qa-playbook.md: internal:shortcuts/standard/new-qa-playbook.md
-    shortcuts/standard/new-research-brief.md: internal:shortcuts/standard/new-research-brief.md
-    shortcuts/standard/new-shortcut.md: internal:shortcuts/standard/new-shortcut.md
-    shortcuts/standard/new-validation-plan.md: internal:shortcuts/standard/new-validation-plan.md
-    shortcuts/standard/plan-implementation-with-beads.md: internal:shortcuts/standard/plan-implementation-with-beads.md
-    shortcuts/standard/pr-review-workflows.md: internal:shortcuts/standard/pr-review-workflows.md
-    shortcuts/standard/precommit-process.md: internal:shortcuts/standard/precommit-process.md
-    shortcuts/standard/review-code-python.md: internal:shortcuts/standard/review-code-python.md
-    shortcuts/standard/review-code-typescript.md: internal:shortcuts/standard/review-code-typescript.md
-    shortcuts/standard/review-code.md: internal:shortcuts/standard/review-code.md
-    shortcuts/standard/review-github-pr.md: internal:shortcuts/standard/review-github-pr.md
-    shortcuts/standard/revise-all-architecture-docs.md: internal:shortcuts/standard/revise-all-architecture-docs.md
-    shortcuts/standard/revise-architecture-doc.md: internal:shortcuts/standard/revise-architecture-doc.md
-    shortcuts/standard/setup-github-cli.md: internal:shortcuts/standard/setup-github-cli.md
-    shortcuts/standard/suggest-upstream-improvements.md: internal:shortcuts/standard/suggest-upstream-improvements.md
-    shortcuts/standard/sync-failure-recovery.md: internal:shortcuts/standard/sync-failure-recovery.md
-    shortcuts/standard/update-specs-status.md: internal:shortcuts/standard/update-specs-status.md
-    shortcuts/standard/welcome-user.md: internal:shortcuts/standard/welcome-user.md
-    guidelines/backward-compatibility-rules.md: internal:guidelines/backward-compatibility-rules.md
-    guidelines/bun-monorepo-patterns.md: internal:guidelines/bun-monorepo-patterns.md
-    guidelines/cli-agent-skill-patterns.md: internal:guidelines/cli-agent-skill-patterns.md
-    guidelines/commit-conventions.md: internal:guidelines/commit-conventions.md
-    guidelines/common-doc-guidelines.md: internal:guidelines/common-doc-guidelines.md
-    guidelines/convex-limits-best-practices.md: internal:guidelines/convex-limits-best-practices.md
-    guidelines/convex-rules.md: internal:guidelines/convex-rules.md
-    guidelines/electron-app-development-patterns.md: internal:guidelines/electron-app-development-patterns.md
-    guidelines/error-handling-rules.md: internal:guidelines/error-handling-rules.md
-    guidelines/general-coding-rules.md: internal:guidelines/general-coding-rules.md
-    guidelines/general-comment-rules.md: internal:guidelines/general-comment-rules.md
-    guidelines/general-eng-agent-principles.md: internal:guidelines/general-eng-agent-principles.md
-    guidelines/general-tdd-guidelines.md: internal:guidelines/general-tdd-guidelines.md
-    guidelines/general-testing-rules.md: internal:guidelines/general-testing-rules.md
-    guidelines/golden-testing-guidelines.md: internal:guidelines/golden-testing-guidelines.md
-    guidelines/pnpm-monorepo-patterns.md: internal:guidelines/pnpm-monorepo-patterns.md
-    guidelines/python-cli-patterns.md: internal:guidelines/python-cli-patterns.md
-    guidelines/python-modern-guidelines.md: internal:guidelines/python-modern-guidelines.md
-    guidelines/python-rules.md: internal:guidelines/python-rules.md
-    guidelines/release-notes-guidelines.md: internal:guidelines/release-notes-guidelines.md
-    guidelines/supply-chain-hardening.md: internal:guidelines/supply-chain-hardening.md
-    guidelines/tbd-sync-troubleshooting.md: internal:guidelines/tbd-sync-troubleshooting.md
-    guidelines/typescript-cli-tool-rules.md: internal:guidelines/typescript-cli-tool-rules.md
-    guidelines/typescript-code-coverage.md: internal:guidelines/typescript-code-coverage.md
-    guidelines/typescript-rules.md: internal:guidelines/typescript-rules.md
-    guidelines/typescript-sorting-patterns.md: internal:guidelines/typescript-sorting-patterns.md
-    guidelines/typescript-yaml-handling-rules.md: internal:guidelines/typescript-yaml-handling-rules.md
-    templates/architecture-doc.md: internal:templates/architecture-doc.md
-    templates/plan-spec.md: internal:templates/plan-spec.md
-    templates/qa-playbook.md: internal:templates/qa-playbook.md
-    templates/research-brief.md: internal:templates/research-brief.md
-    references/agent-platform-integration.md: internal:references/agent-platform-integration.md
-    references/agent-skill-bundle-publication.md: internal:references/agent-skill-bundle-publication.md
-    references/agent-skill-distribution.md: internal:references/agent-skill-distribution.md
-    references/docmap-format.md: internal:references/docmap-format.md
-    references/docref-format.md: internal:references/docref-format.md

package/selected-skills/investment-skills/README.md

@@ -1,253 +0,0 @@
-# The Investment Skills Lexicon
-
-**How great investors think, distilled from primary sources.**
-
-The primary Buffett and Berkshire corpus runs 72 documents and about 950,000 words.
-This project extracts, analyzes, and condenses it (3,809 extracted insights and roughly
-3.4 billion tokens of processing) into 65 decision cards that an agent loads 5–12 at a
-time.
-
-You can always ask an agent to “analyze this like Warren Buffett.”
-But the goal is not to role play an investor’s voice.
-Rather, we want an agent to apply the underlying frameworks and mental models used by
-that investor to real filings, memos, and theses without searching or reading the whole
-corpus into context.
-
-The idea of this project is to spend the tokens and do heavy thinking once, then reuse
-the insights in a context-efficient way.
-
-This works with Claude Code, Codex, or any agent that reads the open
-[Agent Skills](https://agentskills.io) standard.
-
-## The Buffett Investment Framework
-
-**The Buffett investment framework** distills \~2,300 pages of primary Buffett and
-Berkshire writing into **65 evidence-bounded decision cards** an agent can use.
-
-It is an agent skill for **evidence-bounded financial analysis, investment-memo review,
-and thesis evaluation**. It offers **three focused workflows** that surface assumptions,
-counterarguments, missing evidence, and invalidation conditions.
-
-The framework helps an agent reason about a business.
-It does not issue buy, sell, hold, entry-price, position-size, or trade instructions.
-The complete agent instructions are in
-[SKILL.md](skills/buffett-investment-framework/SKILL.md), which is self-contained once
-installed.
-
-| Stage | Contents | Scale |
-| --- | --- | --- |
-| Source corpus | 48 Berkshire shareholder letters (1977–2024), Greg Abel’s 2025 transition letter, the 1957–1970 Buffett Partnership letter compilation, other Buffett and Berkshire writings, *The Essays of Warren Buffett*, and *Buffett: The Making of an American Capitalist* | **72 documents (2,300 pages, 950,000 words)** |
-| Extraction | Source-native insights distilled from the corpus | **3,809 insights** |
-| Processing | Extraction and synthesis ran across Codex Sol and Claude Fable | **about 3.4 billion tokens** |
-| Skill lexicon | Final task-facing output | **65 cards · 8 modules · about 51 pages** |
-
-## A Growing Collection of Skills
-
-This “lexicon” is a growing collection of insights.
-Decades of investment thinking sit in writings, interviews, and filings that few people
-or even agents have time to analyze deeply.
-So we’re extracting these piece by piece.
-
-The first piece is the Buffett framework.
-Queued next: Munger, Graham, Marks, Fisher, Lynch, Sleep and Zakaria, Grantham,
-Greenblatt, and Druckenmiller.
-
-Check back here as we’re adding a new one each week!
-Primary sources and framework focus for each are in the [roadmap](docs/roadmap.md).
-
-## Try It
-
-Install with the [`skills` CLI](https://github.com/vercel-labs/skills) (more options
-under [Other Install Methods](#other-install-methods)):
-
-```bash
-npx skills add finterm-ai/investment-skills --skill buffett-investment-framework --yes
-```
-
-Then ask in your own words and attach the evidence.
-The skill picks the workflow and loads only the cards that fit:
-
-```text
-What are the real owner earnings in these filings?
-```
-
-```text
-Review this investment memo and tell me which claims hold up.
-```
-
-```text
-Here is my thesis on this company. What would prove it wrong?
-```
-
-Most agents load the skill from its description, so naming it is optional.
-In Codex, type `$` to mention it explicitly.
-
-## How It Works
-
-### Three Workflows
-
-| Workflow | Starting load | What it returns |
-| --- | --- | --- |
-| Financial analysis | `F01`, `F02`, `F05`, `F06`, `F07` | Filing inventory, reported-to-owner bridge, normalized segments, returns, obligations, assumptions, and blocked calculations |
-| Memo review | `D01`, `D03`, `B02`, `V01`, `V05`, `V06`, `R01`, `R07` | One dispositioned row per material claim, with counterevidence and missing evidence |
-| Thesis evaluation | `D02`, `D03`, `B01`, `B06`, `V01`, `V04`, `R01`, `R07` | Component map, mechanism and valuation tests, owner-harm paths, and invalidation conditions |
-
-The router starts with 5–8 cards, adds only material management, allocation, financing,
-or specialized overlays.
-It caps at 12 cards in one pass to preserve context and stay focused.
-
-![Map of the buffett-investment-framework package: SKILL.md entry point and router, three workflows, and 65 cards in eight modules](images/buffett-investment-framework-map.png)
-
-### Eight Modules
-
-| Module | Cards | Decision use |
-| --- | --- | --- |
-| [Decision posture](skills/buffett-investment-framework/references/01-decision-posture.md) | `D01`–`D09` | Bound competence, ownership, alternatives, concentration, and speculation. |
-| [Business economics](skills/buffett-investment-framework/references/02-business-economics.md) | `B01`–`B07` | Map cash generation, moat mechanisms, reinvestment, and structural change. |
-| [Management and governance](skills/buffett-investment-framework/references/03-management-governance.md) | `M01`–`M08` | Test conduct, contribution, incentives, controls, governance, and succession. |
-| [Financial reality](skills/buffett-investment-framework/references/04-financial-reality.md) | `F01`–`F07` | Reconcile filings to owner economics, segments, returns, and obligations. |
-| [Valuation](skills/buffett-investment-framework/references/05-valuation.md) | `V01`–`V06` | Select methods, normalize the base, test growth and sensitivity, and separate value from price. |
-| [Capital allocation](skills/buffett-investment-framework/references/06-capital-allocation.md) | `C01`–`C09` | Evaluate reserves, retention, payout, repurchase, issuance, and acquisitions. |
-| [Risk and monitoring](skills/buffett-investment-framework/references/07-risk-monitoring.md) | `R01`–`R07` | Trace permanent harm, forced action, nonlinear claims, and invalidation. |
-| [Specialized overlays](skills/buffett-investment-framework/references/08-specialized-overlays.md) | `S01`–`S12` | Add only the triggered insurance, banking, consumer, infrastructure, technology, commodity, or instrument analysis. |
-
-Every card uses the same contract: decision question, guidance, use condition,
-analytical actions, observable output, limits, readable source basis, and abbreviated
-corroboration citations.
-
-### Output Standard
-
-Every completed analysis reports:
-
-1. Question, horizon, scope, and exclusions.
-2. Evidence received and material missing inputs.
-3. The 5–12 cards loaded and why.
-4. Sourced calculations, bridges, and mechanism tests.
-5. Supported, challenged, or unresolved findings.
-6. Counterevidence and alternate mechanisms.
-7. Limits and blocked branches.
-8. Monitoring evidence and invalidation conditions.
-
-The result ends with an analytical summary.
-
-## Design Notes
-
-### How It Was Built
-
-The framework is an **editorial synthesis of published Buffett and Berkshire writings**,
-not a transcription or an attempt to imitate Buffett’s voice.
-The development corpus drew primarily from Berkshire Hathaway annual letters, Buffett’s
-2015 50th-anniversary essay, and “The Superinvestors of Graham-and-Doddsville.”
-
-The material was distilled in four steps:
-
-1. Extract claims, definitions, analytical tactics, examples, and source references
-   while preserving their source identity.
-2. Inventory the recurring decision questions before applying a product taxonomy.
-3. Reconcile overlapping questions by analytical consequence, splitting items when their
-   evidence needs or failure conditions differ.
-4. Project the result into 65 consistent cards, eight modules, and three task workflows.
-
-```mermaid
-flowchart LR
-    corpus["<b>Source corpus</b><br/>primary writings, letters,<br/>interviews, filings"]
-    extract["<b>1 · Extract</b><br/>source-native insights,<br/>identity preserved"]
-    inventory["<b>2 · Inventory</b><br/>recurring decision questions,<br/>before any taxonomy"]
-    reconcile["<b>3 · Reconcile</b><br/>overlapping questions merged<br/>or split by consequence"]
-    project["<b>4 · Project</b><br/>consistent cards, modules,<br/>and task workflows"]
-    corroborate["<b>Corroborate</b><br/>every card re-checked against<br/>the full landed collection"]
-    validate["<b>Validate</b><br/>one command: contracts,<br/>sources, routing, links"]
-    use["<b>Agent use</b><br/>router loads a small card<br/>set per task, never all"]
-
-    corpus --> extract --> inventory --> reconcile --> project
-    project --> corroborate --> validate --> use
-
-    classDef src fill:#f5f0e1,stroke:#b8a878,color:#1f2328;
-    classDef step fill:#e9f2fc,stroke:#7ba7d7,color:#1f2328;
-    classDef check fill:#e3f3ee,stroke:#6fb39c,color:#1f2328;
-    classDef out fill:#f1ecfa,stroke:#a68fd8,color:#1f2328;
-    class corpus src
-    class extract,inventory,reconcile,project step
-    class corroborate,validate check
-    class use out
-```
-
-The published cards provide representative, not exhaustive, coverage.
-The process prioritized recurring decision questions rather than attempting to map every
-passage in the source material.
-
-Each published card names one to three representative Buffett or Berkshire sources and
-the role each played: defining, supporting, implementing, illustrating, or qualifying
-the guidance, or specializing it for one context.
-These source notes explain the synthesis; they are not quotations, exhaustive literature
-reviews, independent corroboration, or a substitute for checking the original writing
-and the company evidence under analysis.
-
-After synthesis, every card was reconciled against the project’s full landed source
-collection: Berkshire letters from 1977 through 2024, the 2025 transition and farewell
-letters, the partnership letters, the Owner’s Manual, the 50th-anniversary essays,
-Buffett’s later public letters and comments, *The Essays of Warren Buffett* arrangement,
-and the Lowenstein biography.
-Each card carries abbreviated corroboration citations naming additional checked
-locations where its point is stated, applied, or qualified; the
-[source key](skills/buffett-investment-framework/references/00-source-key.md) resolves
-every abbreviation, explains the evidence character of each source, and gives a
-verified retrieval location for every citation key.
-
-This project is not affiliated with, approved by, or endorsed by Warren Buffett or
-Berkshire Hathaway.
-
-### Design Choices
-
-- **Deterministic routing:** `scripts/framework.py` is a standard-library Python script;
-  no model chooses the card load.
-  The same intent and topics always produce the same cards.
-- **A hard card cap:** 5–12 cards per pass; agent context is treated as a budget.
-- **A one-command validator:** `validate` checks the 65-card namespace and per-card
-  field contracts.
-- **A structural authority boundary:** cards return supported, challenged, or unresolved
-  findings.
-
-## Other Install Methods
-
-The `npx skills add` command in [Try It](#try-it) installs into whichever agent
-directories the CLI detects.
-Add `-g` to install for your user instead of the current project, `--copy` to install an
-independent snapshot rather than a symlink, and `--list` to see what a repository offers
-without installing it.
-The CLI attempts every agent it detects; a per-agent failure line for an agent you do
-not use (for example, PromptScript declining global installs) leaves the successful
-installs intact.
-
-To install without the CLI, copy the skill folder into the directory your agent reads.
-From this repository’s root:
-
-```bash
-# Cross-agent project install (Codex, Cursor, and pi read this path natively)
-mkdir -p your-project/.agents/skills
-cp -R skills/buffett-investment-framework your-project/.agents/skills/
-
-# Claude Code
-mkdir -p your-project/.claude/skills
-cp -R skills/buffett-investment-framework your-project/.claude/skills/
-
-# Codex
-cp -R skills/buffett-investment-framework "${CODEX_HOME:-$HOME/.codex}/skills/"
-```
-
-## Development
-
-Development docs live in [docs/development.md](docs/development.md) and
-[viz/README.md](viz/README.md).
-
-## License and Disclaimer
-
-MIT. See [LICENSE](LICENSE).
-
-This project is open-source reference material, **not investment advice**. finterm.ai
-makes no recommendation to buy, sell, or hold any security and accepts no liability for
-investment decisions you or your agents make.
-
-<!-- This document follows common-doc-guidelines.md.
-See github.com/jlevy/practical-prose and review guidelines before editing.
--->

package/selected-skills/investment-skills/docs/development.md

@@ -1,37 +0,0 @@
-# Development
-
-Internal dev notes for this repo.
-The skill package itself lives in `skills/buffett-investment-framework/`; the
-interactive layout map and its poster pipeline live in `viz/` (see
-[viz/README.md](../viz/README.md) for how the canvas works).
-
-## Tasks
-
-Routine steps run through the top-level Makefile; `make` (or `make help`) lists them:
-
-| Target | What it does |
-| --- | --- |
-| `make setup` | Fetch the elkjs layout runtime into `viz/vendor/` (gitignored; once per checkout). |
-| `make validate` | Run the skill package’s own validator (`scripts/framework.py validate`). |
-| `make posters` | Render the light and dark poster PNGs to `viz/out/`. |
-| `make images` | Regenerate the README map images in `images/`. |
-| `make open` | Open the interactive canvas (`viz/canvas-skills.html`) in a browser. |
-| `make clean` | Remove fetched vendor files and generated posters. |
-
-## Prerequisites
-
-- `python3` for `make validate`.
-- Google Chrome, macOS `sips`, and `uv` for the poster targets (the pipeline is
-  macOS-specific; see the PNG Capture Mode section of `viz/README.md` for why it goes
-  through PDF).
-
-## Changing the Map
-
-The map’s content is the hand-authored snapshot in `viz/data.js`; edit it when cards,
-modules, or workflows change, then run `make images` to refresh the README posters.
-`make images` writes both the light and dark variants; the top-level README currently
-embeds only the light one.
-
-<!-- This document follows common-doc-guidelines.md.
-See github.com/jlevy/practical-prose and review guidelines before editing.
--->

package/selected-skills/investment-skills/docs/roadmap.md

@@ -1,25 +0,0 @@
-# Roadmap
-
-The Investment Skills Lexicon is a growing collection.
-The [Buffett framework](../skills/buffett-investment-framework/) is complete and
-installable today; the frameworks below are queued, listed with the primary sources each
-distillation will draw from.
-
-| Investor | Status | Primary sources | Framework focus |
-| --- | --- | --- | --- |
-| Warren Buffett | ✅ Complete | 48 Berkshire shareholder letters (1977–2024), the 1957–1970 partnership letters, *The Essays of Warren Buffett*, and *Buffett: The Making of an American Capitalist* | [buffett-investment-framework](../skills/buffett-investment-framework/) applies Buffett’s investment frameworks and mental models, distilled into 65 decision cards, to financial analysis, investment-memo review, and thesis evaluation |
-| Charlie Munger | Queued | *Poor Charlie’s Almanack* (the [Stripe Press edition](https://www.stripe.press/poor-charlies-almanack) is free online), Wesco Financial and Daily Journal meeting transcripts, “The Psychology of Human Misjudgment” | Mental models, inversion, and the psychology of misjudgment |
-| Benjamin Graham | Queued | *Security Analysis*, *The Intelligent Investor*, Graham-Newman letters, 1955 congressional testimony, late lectures | Margin of safety, Mr. Market, and quantitative value screens |
-| Howard Marks | Queued | About 160 Oaktree client memos (1990–present, [public archive](https://www.oaktreecapital.com/insights/memos)), *The Most Important Thing*, *Mastering the Market Cycle* | Risk versus loss, market cycles, and second-level thinking |
-| Philip Fisher | Queued | *Common Stocks and Uncommon Profits*, *Conservative Investors Sleep Well*, *Developing an Investment Philosophy* | Scuttlebutt research and the fifteen-point growth checklist |
-| Peter Lynch | Queued | *One Up on Wall Street*, *Beating the Street*, Worth magazine columns | Stock categories, growth at a reasonable price, and the everyday-knowledge edge |
-| Nick Sleep and Qais Zakaria | Queued | The Nomad Investment Partnership letters, 2001–2014, [released free by the authors](https://igyfoundation.org.uk/) | Scale economies shared, destination analysis, and the cost of growth |
-| Jeremy Grantham | Queued | GMO quarterly letters and Viewpoints ([public archive](https://www.gmo.com/americas/research-library/)) | Bubbles, mean reversion, and asset-class regimes |
-| Joel Greenblatt | Queued | *You Can Be a Stock Market Genius*, *The Little Book That Beats the Market*, Columbia special-situations lectures | Spinoffs, special situations, and where structural mispricing hides |
-| Stanley Druckenmiller | Queued | Three decades of long-form talks and interviews, including the transcribed 2015 Lost Tree Club speech | Concentrated macro positioning, asymmetric bet sizing, and liquidity-regime reading |
-
-Install and usage instructions are in the [main README](../README.md).
-
-<!-- This document follows common-doc-guidelines.md.
-See github.com/jlevy/practical-prose and review guidelines before editing.
--->