supply-chain-pass-through SKILL.md skillA
supply-chain-pass-through 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/supply-chain-pass-through@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
supply-chain-pass-through/SKILL.md- Versions recorded
- 1
- Latest version
- git:20260415.28f28a5, committed Apr 15, 2026
- Size
- 22,651 bytes
- Repository stars
- 10
- License
- MIT
Map listed-equity beneficiaries of a secular trend across the supply chain, then substantiate each with earnings call evidence (backlog, book-to-bill, guide raises, Q&A admissions, mix shifts). Decomposes multi-mechanism themes into sub-themes, flags cost-bearer nodes, subtracts captive capacity, and classifies each node as value captor, volume taker, optionality, or cost bearer. Use when asked "who benefits from X", "supply chain beneficiaries", "pass-through analysis", "thematic basket…
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
# Supply Chain Pass-Through (v2) ## Purpose Given a secular trend, produce a mechanically-derived chain of listed beneficiaries and substantiate each link with concrete earnings evidence. The output is a thesis-grade thematic map that a PM can defend in an IC — not a vague "themes we like" list. The skill's value is as much in what it **refuses to include** as in what it recommends. Naive baskets are always bigger than correct ones; the pass-through analysis is an anti-bullshit filter on thematic investing. ## Core principles ### 1. Two meanings of pass-through - **Trend pass-through**: how the driver mechanically reaches each layer of the chain. - **Value pass-through**: whether a company *captures* the benefit or merely *transits* it to customers or input suppliers. Nodes with high trend pass-through and low value capture are the canonical trap. Flag every node on both axes. ### 2. Single-mechanism gate (new in v2) …
Read the whole file at its exact version.
How to install
mdr add hhfinai/claude-equity-research-skills/supply-chain-pass-through@sha256:473d54ff2bf55077The 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_pdy7vvkoyx3evsx3)
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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 (22651 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_pdy7vvkoyx3evsx3 GET https://markdownregistry.com/api/v1/resolve?ref=hhfinai/claude-equity-research-skills/supply-chain-pass-through GET https://markdownregistry.com/api/v1/blob/473d54ff2bf5507724a3723934e8f168c9778534fe23a0f1c063540818792c2f
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.