growth-stock-analysis SKILL.md skillA

growth-stock-analysis from hhfinai/claude-equity-research-skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add hhfinai/claude-equity-research-skills/growth-stock-analysis@git:20260415.28f28a5

Pins 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
growth-stock-analysis/SKILL.md
Versions recorded
1
Latest version
git:20260415.28f28a5, committed Apr 15, 2026
Size
20,122 bytes
Repository stars
10
License
MIT

Comprehensive framework for analyzing growth stocks using competitive moat theory, technology adoption dynamics, narrative economics, management quality assessment, and platform strategy. Use when asked to analyze growth companies, evaluate competitive positions, assess technology investments, or build investment theses for high-growth equities.

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

# Growth Stock Analysis Framework

## Overview

This skill provides a structured methodology for analyzing growth stocks by integrating insights from 13 foundational sources on competitive strategy, technology adoption, narrative economics, and capital allocation. The framework helps identify companies with durable competitive advantages positioned to compound value over extended periods.

## Theoretical Foundation

### The Fundamental Equation of Strategy (Helmer)

```
NPV = M₀ × g × s × m

Where:
- M₀ = current market size
- g = discounted market growth factor
- s = long-term market share
- m = long-term differential margin (excess over cost of capital)

Potential Value = [Market Scale] × [Power]
```

**Key Principle**: The bulk of business value comes in out years. For a 10% growth company, the next 3 years represent only ~15% of total value. Persistence of competitive advantage is therefore critical.

### Core Investment Thesis Structure

Every growth stock analysis should address:

1. **Market Opportunity**: Is the addressable market large and growing?
2. **Competitive Position**: Does the company have durable Power?
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add hhfinai/claude-equity-research-skills/growth-stock-analysis@sha256:1411b4d50ddf333d

The 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.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_q5ud3veyv6lpqoq5.svg)](https://markdownregistry.com/a/art_q5ud3veyv6lpqoq5)

2 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.

versioncommittedcommitsizeaudit
git:20260415.28f28a5 latest2026-04-15 28f28a5 20,122 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (20122 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

GitHub

hhfinai/claude-equity-research-skills · 10 stars · license MIT · pushed 2026-10-21 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_q5ud3veyv6lpqoq5
GET https://markdownregistry.com/api/v1/resolve?ref=hhfinai/claude-equity-research-skills/growth-stock-analysis
GET https://markdownregistry.com/api/v1/blob/1411b4d50ddf333de666103846d0cb6d22c486f5d01465e82e945ac7af4496d5

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 hhfinai/claude-equity-research-skills

competitive-analysis SKILL.md skill
hhfinai/claude-equity-research-skills · competitive-analysis/SKILL.md · Comprehensive framework for analyzing company competitiveness across 11 dimensions (market position, moat, Porter's…
git:20260415.28f28a5 · audit A · 10 stars
corporate-network-analysis SKILL.md skill
hhfinai/claude-equity-research-skills · corporate-network-analysis/SKILL.md · Systematic framework for analyzing corporate networks to generate investment alpha. Use when analyzing…
git:20260415.28f28a5 · audit A · 10 stars
earnings-analysis SKILL.md skill
hhfinai/claude-equity-research-skills · earnings-analysis/SKILL.md · Institutional-quality earnings analysis for public equities. Parses 10-Qs, earnings releases, and call transcripts into…
v1.4.1 · audit A · 10 stars
investment-report-reader SKILL.md skill
hhfinai/claude-equity-research-skills · investment-report-reader/SKILL.md · Read and extract content from PDF investment reports — sell-side notes (GS/MS/JPM/UBS/Citi/BofA), 10-Ks, annual…
git:20260415.28f28a5 · audit A · 10 stars
supply-chain-pass-through SKILL.md skill
hhfinai/claude-equity-research-skills · supply-chain-pass-through/SKILL.md · Map listed-equity beneficiaries of a secular trend across the supply chain, then substantiate each with earnings call…
git:20260415.28f28a5 · audit A · 10 stars
thematic-investment-research SKILL.md skill
hhfinai/claude-equity-research-skills · thematic-investment-research/SKILL.md · Comprehensive framework for conducting institutional-quality thematic investment research. Use when the user asks to…
git:20260415.28f28a5 · audit A · 10 stars

Every file in hhfinai/claude-equity-research-skills

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