# 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.

- **Type:** Skill
- **Install:** `agentstack add skill-xuboyuebobb-investorskills-klarman-deep-value`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [xuboyuebobb](https://agentstack.voostack.com/s/xuboyuebobb)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [xuboyuebobb](https://github.com/xuboyuebobb)
- **Source:** https://github.com/xuboyuebobb/investorskills/tree/main/skills/klarman-deep-value
- **Website:** https://questflow.ai

## Install

```sh
agentstack add skill-xuboyuebobb-investorskills-klarman-deep-value
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## 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

1. Estimate conservative asset value and liquidation value.
2. Identify why the asset is mispriced: distress, complexity, illiquidity, neglect, forced selling.
3. Demand a large margin of safety.
4. Check balance sheet, legal structure, seniority, and liquidity.
5. Define catalyst and patience horizon.

## Output Format

```md
# Klarman View: [Asset]

## Verdict
Buy / Watchlist / Too Little Safety / Value Trap / Pass

## Conservative Value
## Margin Of Safety
## Mispricing Source
## Downside Protection
## Catalyst / Patience
## Invalidation
```

## Guardrails

- 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](https://github.com/xuboyuebobb)
- **Source:** [xuboyuebobb/investorskills](https://github.com/xuboyuebobb/investorskills)
- **License:** MIT
- **Homepage:** https://questflow.ai

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-xuboyuebobb-investorskills-klarman-deep-value
- Seller: https://agentstack.voostack.com/s/xuboyuebobb
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.