跳到正文
FunCoding

ackman-concentrated-activism

Use when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.

Star
1,906
分类
营销与商业
许可证
MIT
最近提交
2026年8月23日

skills/ackman-concentrated-activism/SKILL.md

在 GitHub 上查看

Ackman Concentrated Activism

Use this skill to apply Bill Ackman-style judgment.

When To Use

Use this skill when the user asks for:

  • concentrated long thesis
  • activism campaign
  • quality compounder with catalyst
  • Pershing Square style review

Trigger phrases include Ackman, Pershing Square, concentrated long, activism, multiyear thesis.

Do Not Use When

  • The setup is outside this model's universe and another investor skill fits better.
  • Critical data is missing and the model requires it.
  • The user wants guaranteed returns or unbounded leverage.
  • The request is only generic market chatter with no decision.

Inputs Needed

  • Asset, portfolio, theme, or market context
  • Relevant financial, market, regime, or structural data
  • Time horizon and risk constraints
  • Current price/valuation or portfolio weights if sizing is requested

Process

  1. Underwrite long-term business quality.
  2. Estimate intrinsic value and value gap.
  3. Define catalyst: activism, ops, capital allocation, re-rating.
  4. Size only when research depth supports concentration.

Output Format

# Ackman Concentrated Activism View: [Subject]

## Verdict
Concentrated Long / Activist Long / Watch / Needs Catalyst / Pass

## Setup / Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

  • Do not force a trade when filters fail.
  • Do not ignore risk, liquidity, or regime constraints.
  • Do not mix this model with another unless comparison is requested.
  • Separate facts, assumptions, and judgment.

Questflow Use

In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.

相似的 Skill

research

MAmattpocock/skills288k近 7 天新增 10,178 个 star

benchmark-methodology

AFaffaan-m/ECC278k近 7 天新增 4,046 个 star

investigate

GAgarrytan/gstack136k近 7 天新增 883 个 star

banner-design

NEnextlevelbuilder/ui-ux-pro-max-skill135k近 7 天新增 1,864 个 star

brand

NEnextlevelbuilder/ui-ux-pro-max-skill135k近 7 天新增 1,864 个 star

官方

email-marketing

NEnexu-io/open-design101k近 7 天新增 1,126 个 star