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Ciying AI Directory

Draft an Evidence-Led Investment Memo With Codex

Turn supplied company research into a Markdown investment memo with source labels, an opposing case, scenario assumptions, and a short monitoring checklist.

Setup for Codex

Codex and a scratch Git project. The publisher's hand-written Codex skill edits and structures research. Supply the evidence and any validated valuation beforehand. The fictional exercise uses local Markdown and requires no financial data connector.

  1. Clone the publisher's repository with `git clone https://github.com/FernandoAbishai/ai-value-investing-agents.git` and run `git -C ai-value-investing-agents checkout --detach 6afc930045d1888b16660a55c2dc53e08470b815`.
  2. Copy the entire `codex-skills/investment-memo-craft` folder from the pinned checkout into `.agents/skills/` under your scratch project. Retain the publisher's LICENSE with the copied files.
  3. Open Codex in that project. Name `$investment-memo-craft` explicitly and give it the local research notes to synthesize.

Example task

Create `evidence.md` with these fictional records. R1 Operating note: last-year sales 80 and current sales 100, both in the same fictional units. R2 Interview summary: a single customer represents 35% of current sales. A1 Analyst assumption: next-year sales 110. Ask `$investment-memo-craft` to draft a one-page Markdown investment memo using only these records, including evidence IDs, a counterargument, a monitoring trigger, and an unresolved question. Use no real issuer or market data.

Expected result

The memo reports observed sales growth of 25% and identifies 10% future growth as the A1 assumption. It lists customer concentration as a risk, asks for renewal or revenue-retention evidence, and treats an unsupported valuation or recommendation as unresolved.

Upstream documentation

Original SKILL.md on GitHub · MIT license · Source reviewed

Frequently asked question

What evidence should I prepare before opening the memo skill?

Prepare your existing research with dates and source IDs. Include checked financial figures, clearly marked assumptions, and the strongest contrary evidence you have. Use this Codex workflow for synthesis and review of those inputs.