Klarman Deep Value
Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.
Install
$ agentstack add skill-xuboyuebobb-investorskills-klarman-deep-value ✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
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Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-xuboyuebobb-investorskills-klarman-deep-value) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
Klarman Deep Value
Use this skill to apply Seth Klarman-style deep value: buy assets at large discounts to conservative value when complexity, illiquidity, distress, or forced selling creates a margin of safety.
When To Use
- Deep value and distressed analysis
- Liquidation value, asset value, or hidden value review
- Forced-seller and illiquidity discount opportunities
- Downside-first portfolio review
Trigger phrases include Klarman, Baupost, margin of safety, deep value, distressed, liquidation value, and forced seller.
Process
- Estimate conservative asset value and liquidation value.
- Identify why the asset is mispriced: distress, complexity, illiquidity, neglect, forced selling.
- Demand a large margin of safety.
- Check balance sheet, legal structure, seniority, and liquidity.
- Define catalyst and patience horizon.
Output Format
# Klarman View: [Asset]
## Verdict
Buy / Watchlist / Too Little Safety / Value Trap / Pass
## Conservative Value
## Margin Of Safety
## Mispricing Source
## Downside Protection
## Catalyst / Patience
## InvalidationGuardrails
- Do not confuse cheap with safe.
- Do not ignore liquidity and legal seniority.
- Do not rely on optimistic appraisals.
Questflow Use
In Questflow, this skill is best used as a downside-first distressed and deep-value underwriting module.
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: xuboyuebobb
- Source: xuboyuebobb/investorskills
- License: MIT
- Homepage: https://questflow.ai
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.