alphacouncil-agent 1.0.3 → 1.0.13
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/.claude/agents/alphacouncil-insider_sec.md +19 -0
- package/.claude/commands/alpha.md +48 -19
- package/.claude-plugin/marketplace.json +2 -2
- package/.claude-plugin/plugin.json +1 -1
- package/.codex-plugin/plugin.json +1 -1
- package/.grok/agents/alphacouncil-insider_sec.md +19 -0
- package/.grok/commands/alpha.md +48 -19
- package/.opencode/agent/alphacouncil-insider_sec.md +19 -0
- package/.opencode/command/alpha.md +48 -19
- package/CHANGELOG.md +307 -0
- package/CLAUDE.md +55 -13
- package/README.ja.md +42 -16
- package/README.md +70 -27
- package/README.zh-CN.md +53 -20
- package/SECURITY.md +11 -1
- package/commands/alpha.md +48 -19
- package/data/build-profile.v1.json +1 -1
- package/docs/INSTALL.md +9 -6
- package/docs/examples/final_report.SOX.zh.md +442 -0
- package/docs/report-contract.md +27 -3
- package/knowledge/ai-assisted-solo/experiments/runs/a.json +4 -4
- package/knowledge/ai-assisted-solo/experiments/runs/b.json +2 -2
- package/knowledge/ai-assisted-solo/experiments/runs/c.json +2 -2
- package/knowledge/ai-assisted-solo/experiments/runs/d13.json +16 -16
- package/knowledge/ai-assisted-solo/experiments/runs/d26.json +30 -30
- package/knowledge/ai-assisted-solo/experiments/runs/e-d13.json +19 -19
- package/knowledge/ai-assisted-solo/experiments/runs/e-d26.json +33 -33
- package/knowledge/ai-assisted-solo/experiments/runs/h_ai_reference.json +34 -34
- package/knowledge/ai-assisted-solo/experiments/simulation-input.json +84 -84
- package/knowledge/ai-assisted-solo/experiments/simulation-manifest.json +19 -19
- package/knowledge/solo-test/masters/master_ackman/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_aschenbrenner/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_asness/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_bogle/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_buffett/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_burry/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_cathie_wood/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_dalio/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_damodaran/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_druckenmiller/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_duan_yongping/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_fisher/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_forensic_short/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_graham/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_jhunjhunwala/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_klarman/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_li_lu/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_lynch/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_marks/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_munger/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_natenberg/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_pabrai/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_simons/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_sinclair/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_soros/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_taleb/manifest.json +8 -8
- package/knowledge/solo-test/masters/master_thorp/manifest.json +8 -8
- package/mcp/lib/constants.mjs +82 -4
- package/mcp/lib/council-options.mjs +8 -4
- package/mcp/lib/council-selection.mjs +79 -1
- package/mcp/lib/fundamentals.mjs +50 -10
- package/mcp/lib/gates.mjs +42 -0
- package/mcp/lib/grounding.mjs +27 -1
- package/mcp/lib/industry.mjs +9 -1
- package/mcp/lib/markdown.mjs +25 -1
- package/mcp/lib/orchestrator.mjs +187 -24
- package/mcp/lib/personas/engine.mjs +57 -12
- package/mcp/lib/personas-v3/runtime.mjs +28 -0
- package/mcp/lib/prompts.mjs +72 -3
- package/mcp/lib/rpc.mjs +93 -7
- package/mcp/lib/run-store.mjs +3 -0
- package/mcp/lib/screen.mjs +46 -46
- package/mcp/lib/sec.mjs +25 -10
- package/mcp/lib/voice-from-decision.mjs +13 -5
- package/mcp/lib/weights.mjs +9 -2
- package/mcp/lib/xbrl-series.mjs +31 -5
- package/package.json +2 -1
- package/personas/analysts/insider_sec.md +38 -0
- package/scripts/lib/persona-v3-solo-test-packs.mjs +14 -8
- package/scripts/review-persona-v3-solo-formulas.mjs +5 -3
- package/skills/alphacouncil-agent/SKILL.md +80 -19
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"identity": {
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"maturity": "operator_lens",
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"en": "Bogle Lens
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"ja": "Bogle Lens
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"ko": "Bogle Lens
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"en": "Bogle Lens",
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"ja": "Bogle Lens・メソッドレンズ",
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"ko": "Bogle Lens 방법론 렌즈",
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"zh": "约翰·博格视角"
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"persona_id": "master_bogle",
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"public_label": {
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"zh": "指数基金、ETF、整体市场预期回报与持有成本。"
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"identity": {
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"en": "Bogle Lens;
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"ja": "Bogle Lens
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"ko": "Bogle Lens.
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"en": "Bogle Lens; a method model, not the person's own words",
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"ja": "Bogle Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
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"ko": "Bogle Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
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"zh": "约翰·博格视角;方法模型,非本人言论"
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"method": {
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"en": "Price a basket rather than a business by decomposing the long-run expected return into dividend yield, earnings growth and the change in valuation, then judging it against the long bond and the cost of holding it.",
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"identity": {
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"maturity": "operator_lens",
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"operator_label": {
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"en": "Buffett Lens
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"ja": "Buffett Lens
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"en": "Buffett Lens",
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"ja": "Buffett Lens・メソッドレンズ",
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"ko": "Buffett Lens 방법론 렌즈",
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"zh": "巴菲特视角"
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"persona_id": "master_buffett",
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"zh": "实体经营企业、商业质量、资本配置与内在价值。"
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"en": "Buffett Lens;
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"ja": "Buffett Lens
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"ko": "Buffett Lens.
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"zh": "
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"en": "Buffett Lens; a method model, not the person's own words",
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"ja": "Buffett Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
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"ko": "Buffett Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
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"zh": "巴菲特视角;方法模型,非本人言论"
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"method": {
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"en": "Evaluate understandable operating businesses through owner earnings, durable competitive advantage, capital allocation and price versus conservative business value.",
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"maturity": "operator_lens",
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"operator_label": {
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"en": "Michael Burry Lens
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"en": "Michael Burry Lens",
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"ja": "Michael Burry Lens・メソッドレンズ",
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"ko": "Michael Burry Lens 방법론 렌즈",
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"zh": "迈克尔·伯里视角"
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"persona_id": "master_burry",
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"zh": "一手文件研究、资本结构、会计取证与结构性错价。"
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"en": "Michael Burry Lens;
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"ko": "Michael Burry Lens.
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"en": "Michael Burry Lens; a method model, not the person's own words",
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"ja": "Michael Burry Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
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"ko": "Michael Burry Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
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"zh": "迈克尔·伯里视角;方法模型,非本人言论"
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"method": {
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"en": "Start from primary documents and capital structure to find structural, mechanically verifiable mispricing and test whether the position can survive being early.",
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"maturity": "operator_lens",
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"operator_label": {
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"en": "Cathie Wood Innovation Lens
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"zh": "Cathie Wood
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"en": "Cathie Wood Innovation Lens",
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"ja": "Cathie Wood Innovation Lens・メソッドレンズ",
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"ko": "Cathie Wood Innovation Lens 방법론 렌즈",
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"zh": "Cathie Wood 创新扩散视角"
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"zh": "颠覆式创新、技术采用、平台融合与成长估值。"
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"en": "Cathie Wood Innovation Lens; a method model, not the person's own words",
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"ja": "Cathie Wood Innovation Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
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"ko": "Cathie Wood Innovation Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
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"zh": "Cathie Wood 创新扩散视角;方法模型,非本人言论"
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"en": "Connect technology cost curves and adoption to addressable market, company capture, unit economics and an explicit five-year valuation distribution.",
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"ja": "Dalio Lens・メソッドレンズ",
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"ko": "Dalio Lens 방법론 렌즈",
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"zh": "达利欧视角"
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"zh": "宏观环境、债务周期、跨资产风险与组合平衡。"
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"en": "Dalio Lens; a method model, not the person's own words",
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"ko": "Dalio Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
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"zh": "达利欧视角;方法模型,非本人言论"
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"zh": "内在估值、故事量化、年轻企业与反向估值。"
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"ja": "Damodaran Valuation Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
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"ko": "Damodaran Valuation Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
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"zh": "达莫达兰估值视角;方法模型,非本人言论"
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"ko": "Druckenmiller Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
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"zh": "德鲁肯米勒视角;方法模型,非本人言论"
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},
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"method": {
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"en": "Identify liquid macro and company inflections through liquidity, earnings revisions, price confirmation and asymmetric risk over a forward horizon.",
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"identity": {
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"maturity": "operator_lens",
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"operator_label": {
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"en": "Duan Yongping Lens
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90
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-
"ja": "Duan Yongping Lens
|
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91
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"ko": "Duan Yongping Lens
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92
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-
"zh": "
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89
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+
"en": "Duan Yongping Lens",
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+
"ja": "Duan Yongping Lens・メソッドレンズ",
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+
"ko": "Duan Yongping Lens 방법론 렌즈",
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+
"zh": "段永平视角"
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},
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"persona_id": "master_duan_yongping",
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"public_label": {
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"zh": "消费企业、产品价值、企业文化与机会成本。"
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},
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131
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"identity": {
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"en": "Duan Yongping Lens;
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"ja": "Duan Yongping Lens
|
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134
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-
"ko": "Duan Yongping Lens.
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-
"zh": "
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"en": "Duan Yongping Lens; a method model, not the person's own words",
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"ja": "Duan Yongping Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
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134
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+
"ko": "Duan Yongping Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
|
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135
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+
"zh": "段永平视角;方法模型,非本人言论"
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136
136
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},
|
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137
137
|
"method": {
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138
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"en": "Evaluate a simple business model through user value, corporate culture, management integrity, long-run economics and opportunity cost.",
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"identity": {
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"maturity": "operator_lens",
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85
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"operator_label": {
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86
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-
"en": "Fisher Lens
|
|
87
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-
"ja": "Fisher Lens
|
|
88
|
-
"ko": "Fisher Lens
|
|
89
|
-
"zh": "
|
|
86
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+
"en": "Fisher Lens",
|
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87
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+
"ja": "Fisher Lens・メソッドレンズ",
|
|
88
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+
"ko": "Fisher Lens 방법론 렌즈",
|
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89
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+
"zh": "费雪视角"
|
|
90
90
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},
|
|
91
91
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"persona_id": "master_fisher",
|
|
92
92
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"public_label": {
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@@ -126,10 +126,10 @@
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"zh": "成长质量、实地调研、研发生产率与管理层梯队。"
|
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127
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},
|
|
128
128
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"identity": {
|
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-
"en": "Fisher Lens;
|
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130
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-
"ja": "Fisher Lens
|
|
131
|
-
"ko": "Fisher Lens.
|
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132
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-
"zh": "
|
|
129
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+
"en": "Fisher Lens; a method model, not the person's own words",
|
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130
|
+
"ja": "Fisher Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
|
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131
|
+
"ko": "Fisher Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
|
|
132
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+
"zh": "费雪视角;方法模型,非本人言论"
|
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133
133
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},
|
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134
134
|
"method": {
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"en": "Assess long-duration growth quality through multi-party scuttlebutt, research productivity, sales capability, management depth and reinvestment runway.",
|
|
@@ -79,10 +79,10 @@
|
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79
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"identity": {
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80
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"maturity": "operator_lens",
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81
81
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"operator_label": {
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82
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"en": "Forensic Short Seller Lens
|
|
83
|
-
"ja": "Forensic Short Seller Lens
|
|
84
|
-
"ko": "Forensic Short Seller Lens
|
|
85
|
-
"zh": "
|
|
82
|
+
"en": "Forensic Short Seller Lens",
|
|
83
|
+
"ja": "Forensic Short Seller Lens・メソッドレンズ",
|
|
84
|
+
"ko": "Forensic Short Seller Lens 방법론 렌즈",
|
|
85
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+
"zh": "法务会计做空视角"
|
|
86
86
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},
|
|
87
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"persona_id": "master_forensic_short",
|
|
88
88
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"public_label": {
|
|
@@ -122,10 +122,10 @@
|
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122
|
"zh": "财务取证、治理警示、做空可行性与催化剂分析。"
|
|
123
123
|
},
|
|
124
124
|
"identity": {
|
|
125
|
-
"en": "Forensic Short Seller Lens;
|
|
126
|
-
"ja": "Forensic Short Seller Lens
|
|
127
|
-
"ko": "Forensic Short Seller Lens.
|
|
128
|
-
"zh": "
|
|
125
|
+
"en": "Forensic Short Seller Lens; a method model, not the person's own words",
|
|
126
|
+
"ja": "Forensic Short Seller Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
|
|
127
|
+
"ko": "Forensic Short Seller Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
|
|
128
|
+
"zh": "法务会计做空视角;方法模型,非本人言论"
|
|
129
129
|
},
|
|
130
130
|
"method": {
|
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131
131
|
"en": "A non-celebrity specialist method that combines accounting reconstruction, governance evidence, borrow economics and a verifiable catalyst path.",
|
|
@@ -83,10 +83,10 @@
|
|
|
83
83
|
"identity": {
|
|
84
84
|
"maturity": "operator_lens",
|
|
85
85
|
"operator_label": {
|
|
86
|
-
"en": "Graham Lens
|
|
87
|
-
"ja": "Graham Lens
|
|
88
|
-
"ko": "Graham Lens
|
|
89
|
-
"zh": "
|
|
86
|
+
"en": "Graham Lens",
|
|
87
|
+
"ja": "Graham Lens・メソッドレンズ",
|
|
88
|
+
"ko": "Graham Lens 방법론 렌즈",
|
|
89
|
+
"zh": "格雷厄姆视角"
|
|
90
90
|
},
|
|
91
91
|
"persona_id": "master_graham",
|
|
92
92
|
"public_label": {
|
|
@@ -126,10 +126,10 @@
|
|
|
126
126
|
"zh": "深度价值、资产支撑证券、正常化盈利与困境股权。"
|
|
127
127
|
},
|
|
128
128
|
"identity": {
|
|
129
|
-
"en": "Graham Lens;
|
|
130
|
-
"ja": "Graham Lens
|
|
131
|
-
"ko": "Graham Lens.
|
|
132
|
-
"zh": "
|
|
129
|
+
"en": "Graham Lens; a method model, not the person's own words",
|
|
130
|
+
"ja": "Graham Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
|
|
131
|
+
"ko": "Graham Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
|
|
132
|
+
"zh": "格雷厄姆视角;方法模型,非本人言论"
|
|
133
133
|
},
|
|
134
134
|
"method": {
|
|
135
135
|
"en": "Establish an asset or normalized-earnings floor and require a human-adjudicated margin of safety before taking equity risk.",
|
|
@@ -82,10 +82,10 @@
|
|
|
82
82
|
"identity": {
|
|
83
83
|
"maturity": "operator_lens",
|
|
84
84
|
"operator_label": {
|
|
85
|
-
"en": "Jhunjhunwala India Growth Lens
|
|
86
|
-
"ja": "Jhunjhunwala India Growth Lens
|
|
87
|
-
"ko": "Jhunjhunwala India Growth Lens
|
|
88
|
-
"zh": "Jhunjhunwala
|
|
85
|
+
"en": "Jhunjhunwala India Growth Lens",
|
|
86
|
+
"ja": "Jhunjhunwala India Growth Lens・メソッドレンズ",
|
|
87
|
+
"ko": "Jhunjhunwala India Growth Lens 방법론 렌즈",
|
|
88
|
+
"zh": "Jhunjhunwala 印度结构成长视角"
|
|
89
89
|
},
|
|
90
90
|
"persona_id": "master_jhunjhunwala",
|
|
91
91
|
"public_label": {
|
|
@@ -125,10 +125,10 @@
|
|
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125
125
|
"zh": "印度股票、结构性渗透、控股股东治理与集中成长投资。"
|
|
126
126
|
},
|
|
127
127
|
"identity": {
|
|
128
|
-
"en": "Jhunjhunwala India Growth Lens;
|
|
129
|
-
"ja": "Jhunjhunwala India Growth Lens
|
|
130
|
-
"ko": "Jhunjhunwala India Growth Lens.
|
|
131
|
-
"zh": "Jhunjhunwala
|
|
128
|
+
"en": "Jhunjhunwala India Growth Lens; a method model, not the person's own words",
|
|
129
|
+
"ja": "Jhunjhunwala India Growth Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
|
|
130
|
+
"ko": "Jhunjhunwala India Growth Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
|
|
131
|
+
"zh": "Jhunjhunwala 印度结构成长视角;方法模型,非本人言论"
|
|
132
132
|
},
|
|
133
133
|
"method": {
|
|
134
134
|
"en": "Evaluate Indian structural growth through promoter governance, cash quality, addressable penetration, scaling economics, valuation and liquidity.",
|
|
@@ -82,10 +82,10 @@
|
|
|
82
82
|
"identity": {
|
|
83
83
|
"maturity": "operator_lens",
|
|
84
84
|
"operator_label": {
|
|
85
|
-
"en": "Klarman Lens
|
|
86
|
-
"ja": "Klarman Lens
|
|
87
|
-
"ko": "Klarman Lens
|
|
88
|
-
"zh": "
|
|
85
|
+
"en": "Klarman Lens",
|
|
86
|
+
"ja": "Klarman Lens・メソッドレンズ",
|
|
87
|
+
"ko": "Klarman Lens 방법론 렌즈",
|
|
88
|
+
"zh": "克拉曼视角"
|
|
89
89
|
},
|
|
90
90
|
"persona_id": "master_klarman",
|
|
91
91
|
"public_label": {
|
|
@@ -125,10 +125,10 @@
|
|
|
125
125
|
"zh": "资本保全、困境价值、复杂证券与催化剂驱动价值。"
|
|
126
126
|
},
|
|
127
127
|
"identity": {
|
|
128
|
-
"en": "Klarman Lens;
|
|
129
|
-
"ja": "Klarman Lens
|
|
130
|
-
"ko": "Klarman Lens.
|
|
131
|
-
"zh": "
|
|
128
|
+
"en": "Klarman Lens; a method model, not the person's own words",
|
|
129
|
+
"ja": "Klarman Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
|
|
130
|
+
"ko": "Klarman Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
|
|
131
|
+
"zh": "克拉曼视角;方法模型,非本人言论"
|
|
132
132
|
},
|
|
133
133
|
"method": {
|
|
134
134
|
"en": "Seek absolute return with capital preservation through downside asset protection, cash optionality, catalysts and conservative recovery analysis.",
|
|
@@ -83,10 +83,10 @@
|
|
|
83
83
|
"identity": {
|
|
84
84
|
"maturity": "operator_lens",
|
|
85
85
|
"operator_label": {
|
|
86
|
-
"en": "Li Lu Lens
|
|
87
|
-
"ja": "Li Lu Lens
|
|
88
|
-
"ko": "Li Lu Lens
|
|
89
|
-
"zh": "
|
|
86
|
+
"en": "Li Lu Lens",
|
|
87
|
+
"ja": "Li Lu Lens・メソッドレンズ",
|
|
88
|
+
"ko": "Li Lu Lens 방법론 렌즈",
|
|
89
|
+
"zh": "李录视角"
|
|
90
90
|
},
|
|
91
91
|
"persona_id": "master_li_lu",
|
|
92
92
|
"public_label": {
|
|
@@ -126,10 +126,10 @@
|
|
|
126
126
|
"zh": "长期质量、管理层诚信、结构性成长与资本保全。"
|
|
127
127
|
},
|
|
128
128
|
"identity": {
|
|
129
|
-
"en": "Li Lu Lens;
|
|
130
|
-
"ja": "Li Lu Lens
|
|
131
|
-
"ko": "Li Lu Lens.
|
|
132
|
-
"zh": "
|
|
129
|
+
"en": "Li Lu Lens; a method model, not the person's own words",
|
|
130
|
+
"ja": "Li Lu Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
|
|
131
|
+
"ko": "Li Lu Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
|
|
132
|
+
"zh": "李录视角;方法模型,非本人言论"
|
|
133
133
|
},
|
|
134
134
|
"method": {
|
|
135
135
|
"en": "Judge ten-year business certainty, management integrity, structural social value, permanent-loss risk and price-implied long-run return.",
|
|
@@ -86,10 +86,10 @@
|
|
|
86
86
|
"identity": {
|
|
87
87
|
"maturity": "operator_lens",
|
|
88
88
|
"operator_label": {
|
|
89
|
-
"en": "Peter Lynch Lens
|
|
90
|
-
"ja": "Peter Lynch Lens
|
|
91
|
-
"ko": "Peter Lynch Lens
|
|
92
|
-
"zh": "
|
|
89
|
+
"en": "Peter Lynch Lens",
|
|
90
|
+
"ja": "Peter Lynch Lens・メソッドレンズ",
|
|
91
|
+
"ko": "Peter Lynch Lens 방법론 렌즈",
|
|
92
|
+
"zh": "彼得·林奇视角"
|
|
93
93
|
},
|
|
94
94
|
"persona_id": "master_lynch",
|
|
95
95
|
"public_label": {
|
|
@@ -129,10 +129,10 @@
|
|
|
129
129
|
"zh": "消费者观察、成长类别、周期股、困境反转与资产型机会。"
|
|
130
130
|
},
|
|
131
131
|
"identity": {
|
|
132
|
-
"en": "Peter Lynch Lens;
|
|
133
|
-
"ja": "Peter Lynch Lens
|
|
134
|
-
"ko": "Peter Lynch Lens.
|
|
135
|
-
"zh": "
|
|
132
|
+
"en": "Peter Lynch Lens; a method model, not the person's own words",
|
|
133
|
+
"ja": "Peter Lynch Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
|
|
134
|
+
"ko": "Peter Lynch Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
|
|
135
|
+
"zh": "彼得·林奇视角;方法模型,非本人言论"
|
|
136
136
|
},
|
|
137
137
|
"method": {
|
|
138
138
|
"en": "Classify the company type first, test a concise evidence-backed story, then apply category-appropriate growth, balance-sheet and valuation checks.",
|
|
@@ -81,10 +81,10 @@
|
|
|
81
81
|
"identity": {
|
|
82
82
|
"maturity": "operator_lens",
|
|
83
83
|
"operator_label": {
|
|
84
|
-
"en": "Howard Marks Lens
|
|
85
|
-
"ja": "Howard Marks Lens
|
|
86
|
-
"ko": "Howard Marks Lens
|
|
87
|
-
"zh": "
|
|
84
|
+
"en": "Howard Marks Lens",
|
|
85
|
+
"ja": "Howard Marks Lens・メソッドレンズ",
|
|
86
|
+
"ko": "Howard Marks Lens 방법론 렌즈",
|
|
87
|
+
"zh": "霍华德·马克斯视角"
|
|
88
88
|
},
|
|
89
89
|
"persona_id": "master_marks",
|
|
90
90
|
"public_label": {
|
|
@@ -124,10 +124,10 @@
|
|
|
124
124
|
"zh": "信用周期、困境价值、市场心理与风险姿态。"
|
|
125
125
|
},
|
|
126
126
|
"identity": {
|
|
127
|
-
"en": "Howard Marks Lens;
|
|
128
|
-
"ja": "Howard Marks Lens
|
|
129
|
-
"ko": "Howard Marks Lens.
|
|
130
|
-
"zh": "
|
|
127
|
+
"en": "Howard Marks Lens; a method model, not the person's own words",
|
|
128
|
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"ja": "Howard Marks Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
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129
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"ko": "Howard Marks Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
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"zh": "霍华德·马克斯视角;方法模型,非本人言论"
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},
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"method": {
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"en": "Calibrate aggressiveness to cycle temperature, consensus, price-implied expectations, credit conditions and permanent-loss risk rather than point forecasting.",
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@@ -80,10 +80,10 @@
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"identity": {
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81
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"maturity": "operator_lens",
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"operator_label": {
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83
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"en": "Munger Lens
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84
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"ja": "Munger Lens
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85
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-
"ko": "Munger Lens
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86
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"zh": "
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83
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+
"en": "Munger Lens",
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84
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+
"ja": "Munger Lens・メソッドレンズ",
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85
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+
"ko": "Munger Lens 방법론 렌즈",
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86
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+
"zh": "芒格视角"
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},
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"persona_id": "master_munger",
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89
89
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"public_label": {
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@@ -123,10 +123,10 @@
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"zh": "商业质量、激励机制、失败分析与资本配置。"
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},
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"identity": {
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126
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"en": "Munger Lens;
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127
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"ja": "Munger Lens
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128
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"ko": "Munger Lens.
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129
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"zh": "
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126
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+
"en": "Munger Lens; a method model, not the person's own words",
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127
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"ja": "Munger Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
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128
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"ko": "Munger Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
|
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129
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+
"zh": "芒格视角;方法模型,非本人言论"
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},
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131
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"method": {
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"en": "Invert the thesis, map permanent-loss paths, audit incentives and test coupled risks using cross-disciplinary causal models.",
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@@ -79,10 +79,10 @@
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"identity": {
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"maturity": "operator_lens",
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"operator_label": {
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82
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-
"en": "Natenberg Lens (Volatility Pricing)
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83
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-
"ja": "Natenberg Lens (Volatility Pricing)
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|
84
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"ko": "Natenberg Lens (Volatility Pricing)
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85
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-
"zh": "
|
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82
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+
"en": "Natenberg Lens (Volatility Pricing)",
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83
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+
"ja": "Natenberg Lens (Volatility Pricing)・メソッドレンズ",
|
|
84
|
+
"ko": "Natenberg Lens (Volatility Pricing) 방법론 렌즈",
|
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85
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+
"zh": "纳坦伯格视角(波动率定价)"
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},
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"persona_id": "master_natenberg",
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"public_label": {
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@@ -122,10 +122,10 @@
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"zh": "期权定价、波动率曲面、期权敏感度与相对价值。"
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},
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"identity": {
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125
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"en": "Natenberg Lens (Volatility Pricing);
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126
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"ja": "Natenberg Lens (Volatility Pricing)
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127
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"ko": "Natenberg Lens (Volatility Pricing).
|
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128
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-
"zh": "
|
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125
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+
"en": "Natenberg Lens (Volatility Pricing); a method model, not the person's own words",
|
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126
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+
"ja": "Natenberg Lens (Volatility Pricing)。メソッドモデルであり、本人の発言や現在の見解ではない。",
|
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127
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+
"ko": "Natenberg Lens (Volatility Pricing). 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
|
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128
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+
"zh": "纳坦伯格视角(波动率定价);方法模型,非本人言论"
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129
129
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},
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"method": {
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"en": "Evaluate option relative value through implied volatility, skew, term structure, Greeks, payoff structure and executable market-making constraints.",
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@@ -82,10 +82,10 @@
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"identity": {
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83
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"maturity": "operator_lens",
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"operator_label": {
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85
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"en": "Pabrai Dhandho Lens
|
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86
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"ja": "Pabrai Dhandho Lens
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87
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"ko": "Pabrai Dhandho Lens
|
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"zh": "Pabrai Dhandho
|
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85
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"en": "Pabrai Dhandho Lens",
|
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86
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"ja": "Pabrai Dhandho Lens・メソッドレンズ",
|
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87
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+
"ko": "Pabrai Dhandho Lens 방법론 렌즈",
|
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88
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+
"zh": "Pabrai Dhandho 视角"
|
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},
|
|
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|
"persona_id": "master_pabrai",
|
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91
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"public_label": {
|
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@@ -125,10 +125,10 @@
|
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125
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"zh": "低风险高回报价值、特殊情形、下行保护与集中赔率。"
|
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126
126
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},
|
|
127
127
|
"identity": {
|
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128
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"en": "Pabrai Dhandho Lens;
|
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129
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-
"ja": "Pabrai Dhandho Lens
|
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130
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"ko": "Pabrai Dhandho Lens.
|
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131
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-
"zh": "Pabrai Dhandho
|
|
128
|
+
"en": "Pabrai Dhandho Lens; a method model, not the person's own words",
|
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129
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+
"ja": "Pabrai Dhandho Lens。メソッドモデルであり、本人の発言や現在の見解ではない。",
|
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130
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+
"ko": "Pabrai Dhandho Lens. 방법론 모델이며, 본인의 발언이나 현재 견해가 아니다.",
|
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131
|
+
"zh": "Pabrai Dhandho 视角;方法模型,非本人言论"
|
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132
132
|
},
|
|
133
133
|
"method": {
|
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134
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|
"en": "Separate uncertainty from permanent-loss risk and seek simple, independently rebuilt situations with a conservative downside floor and asymmetric ordinary outcomes.",
|