bear-case SKILL.md skillB

bear-case from yennanliu/investskill is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add yennanliu/investskill/bear-case@git:20261024.1726f29

Pins git:20261024.1726f29 in mdr.lock. Pin the fingerprint instead.

Audit grade
B, 16 of 17 checks passed
Kind
SKILL.md skill
Repository
yennanliu/investskill
Path
plugins/us-stock-analysis/skills/bear-case/SKILL.md
Versions recorded
6
Latest version
git:20261024.1726f29, committed Oct 24, 2026
First version recorded
Jul 4, 2026
Size
17,003 bytes
Repository stars
280
License
MIT

Build the strongest possible bear case against a stock — a deliberate short-seller red-team that argues why NOT to hold, surfacing counterevidence to any bullish thesis.

Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.

What the file says

# Bear Case (Bearish Investor)

## ⚠️ Data Verification — Do This Before Any Analysis

Before running any analysis, always retrieve the latest market data for the ticker:

1. **Fetch current price** — use web search or ask the user for the live price, 52-week range, and market cap. Never assume a price from training data.
2. **Confirm key figures** — the latest quarter's revenue, margins and guidance, the valuation multiples the bull case leans on (EV/EBIT, P/FCF, P/S), net debt, share count trend, and short interest — each with its filing or quote date.
3. **State your data source** — fill in the `Data & Sources` header (next section) so the origin, as-of date, retrieval path, and confidence of every figure are explicit at the top of the output.
4. **Flag stale data explicitly** — if live data is unavailable, display this warning before proceeding:

> ⚠️ **Live data unavailable.** The following analysis uses training-data estimates which may be significantly out of date. Verify all prices and metrics before making any decisions.

Never silently substitute training-data estimates for current prices. When in doubt, ask the user to paste the latest quote.

---
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add yennanliu/investskill/bear-case@sha256:c9088c13dcd142ac

The line at the top of this page pins the label git:20261024.1726f29, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_bevx3nhwexz7drmp.svg)](https://markdownregistry.com/a/art_bevx3nhwexz7drmp)

6 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 6 versions of this file, between Jul 4, 2026 and Oct 24, 2026, about one every 22 days.

versioncommittedcommitsizeaudit
git:20261024.1726f29 latest2026-10-24 1726f29 17,003 BB view · diff
git:20261024.cde1f3c2026-10-24 cde1f3c 15,645 BB view · diff
git:20261011.64c55752026-10-11 64c5575 14,335 BB view · diff
git:20260925.d68c50e2026-09-25 d68c50e 14,043 BB view · diff
git:20260924.b0166472026-09-24 b016647 14,137 BB view · diff
git:20260704.946b8842026-07-04 946b884 13,044 BB view

Audit of the latest version

B  16 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • fail: Frontmatter declares a name
  • pass: Frontmatter block present
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (17003 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Starting a new one? Use a template for SKILL.md on mdpantry, which passes every one of these checks and says what to change in it.

Source

GitHub

yennanliu/investskill · 280 stars · license MIT · pushed 2026-10-24 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_bevx3nhwexz7drmp
GET https://markdownregistry.com/api/v1/resolve?ref=yennanliu/investskill/bear-case
GET https://markdownregistry.com/api/v1/blob/c9088c13dcd142ac5d3c9f893ed6e0352235c5f42cb6336712064590882ea148

Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.

More from yennanliu/investskill

invest-skill Cursor rule
yennanliu/investskill · .cursor/rules/invest-skill.mdc · Investment analysis rules and frameworks for InvestSkill project
git:20261024.cde1f3c · audit A · 280 stars
CLAUDE.md CLAUDE.md file
yennanliu/investskill · CLAUDE.md
git:20261024.f93dd5b · audit B · 280 stars
10k-digest SKILL.md skill
yennanliu/investskill · plugins/us-stock-analysis/skills/10k-digest/SKILL.md · Deep-read a 10-K annual report and output a structured markdown digest — abstract, section summaries, key metrics, and…
git:20261024.cde1f3c · audit B · 280 stars
catalyst-calendar SKILL.md skill
yennanliu/investskill · plugins/us-stock-analysis/skills/catalyst-calendar/SKILL.md · Forward-looking catalyst calendar identifying upcoming events and their expected price impact over a 90-day window
git:20261024.1726f29 · audit B · 280 stars
chart-master SKILL.md skill
yennanliu/investskill · plugins/us-stock-analysis/skills/chart-master/SKILL.md · Generate professional financial charts in Mermaid, ASCII, or HTML/Chart.js — MA lines, histograms, candlestick, volume…
git:20261024.1726f29 · audit C · 280 stars
compare SKILL.md skill
yennanliu/investskill · plugins/us-stock-analysis/skills/compare/SKILL.md · Compare 2–5 stocks head to head on one table — business quality, growth, valuation, balance sheet, momentum, risks and…
git:20261024.1726f29 · audit B · 280 stars
competitor-analysis SKILL.md skill
yennanliu/investskill · plugins/us-stock-analysis/skills/competitor-analysis/SKILL.md · Deep competitive moat analysis, market position assessment, and industry dynamics for one company against its direct…
git:20261024.1726f29 · audit B · 280 stars
credit-check SKILL.md skill
yennanliu/investskill · plugins/us-stock-analysis/skills/credit-check/SKILL.md · Balance-sheet solvency and refinancing risk — debt maturity wall, interest coverage trend, leverage vs. covenants…
git:20261024.1726f29 · audit B · 280 stars
dcf-valuation SKILL.md skill
yennanliu/investskill · plugins/us-stock-analysis/skills/dcf-valuation/SKILL.md · Alias of stock-valuation (kept for backwards compatibility) — redirects to stock-valuation for DCF intrinsic value…
git:20261024.cde1f3c · audit B · 280 stars
dividend-analysis SKILL.md skill
yennanliu/investskill · plugins/us-stock-analysis/skills/dividend-analysis/SKILL.md · Comprehensive capital allocation analysis: dividends, buybacks, M&A, debt management, and FCF deployment
git:20261024.1726f29 · audit B · 280 stars
earnings-call-analysis SKILL.md skill
yennanliu/investskill · plugins/us-stock-analysis/skills/earnings-call-analysis/SKILL.md · After-earnings skill — analyze an earnings call transcript for sentiment, key themes, guidance quality and management…
git:20261024.1726f29 · audit B · 280 stars
earnings-preview SKILL.md skill
yennanliu/investskill · plugins/us-stock-analysis/skills/earnings-preview/SKILL.md · The before-earnings skill — consensus vs. whisper, 8-quarter beat rate and post-print move distribution…
git:20261024.1726f29 · audit B · 280 stars

Every file in yennanliu/investskill

Browse by kind, by grade B, or by owner.