thematic-investment-research SKILL.md skillA
thematic-investment-research from hhfinai/claude-equity-research-skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add hhfinai/claude-equity-research-skills/thematic-investment-research@git:20260415.28f28a5Pins git:20260415.28f28a5 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- hhfinai/claude-equity-research-skills
- Path
thematic-investment-research/SKILL.md- Versions recorded
- 1
- Latest version
- git:20260415.28f28a5, committed Apr 15, 2026
- Size
- 12,997 bytes
- Repository stars
- 10
- License
- MIT
Comprehensive framework for conducting institutional-quality thematic investment research. Use when the user asks to: (1) Identify and validate investment themes, (2) Analyze thematic market opportunities and value chains, (3) Build a thematic stock universe and screen candidates, (4) Conduct company deep dives with thematic focus, (5) Value companies using theme-appropriate methodologies, (6) Assess theme-level and company-level risks, (7) Write thematic research reports, (8) Design portfolio…
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
# Thematic Investment Research Framework ## Overview Thematic investing identifies structural, long-duration trends reshaping economies and captures value across industries united by common secular drivers. This skill provides an eight-phase methodology from theme identification through portfolio implementation. ## Research Workflow Execute phases sequentially, with gate reviews between major phases: ``` Phase I: Theme Identification & Validation Phase II: Structural Analysis (TAM, Value Chain, Competition) Phase III: Universe Construction & Screening Phase IV: Company Deep Dives Phase V: Valuation Architecture Phase VI: Risk Assessment Phase VII: Report Construction Phase VIII: Implementation & Monitoring ``` ## Phase I: Theme Identification & Validation ### Theme Discovery Sources Monitor systematically: - **Primary**: Academic journals, patent databases, regulatory filings, conference proceedings, expert networks - **Secondary**: Institutional research, consultancy reports, multilateral publications - **Alternative**: Search trends, VC flows, job postings, satellite data ### DRIVER Validation Framework …
Read the whole file at its exact version.
How to install
mdr add hhfinai/claude-equity-research-skills/thematic-investment-research@sha256:47f2bb4c8f543f32The line at the top of this page pins the label git:20260415.28f28a5, 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.
[](https://markdownregistry.com/a/art_gfzlozaepgub3rcv)
3 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 1 version of this file, committed on Apr 15, 2026.
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (12997 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
Source
hhfinai/claude-equity-research-skills · 10 stars · license MIT · pushed 2026-10-21 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_gfzlozaepgub3rcv GET https://markdownregistry.com/api/v1/resolve?ref=hhfinai/claude-equity-research-skills/thematic-investment-research GET https://markdownregistry.com/api/v1/blob/47f2bb4c8f543f321aeedb0aaac8ec0605f263787d486d6472502623b0b8a529
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.