Value Boardroom Skills

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Portable Agent Skills library that helps an investor study a listed company as an owner and operator. It uses role-based, Socratic boardroom conversations to connect operational choices to future free cash flow (FCF) — instead of producing generic investment reports or trading recommendations.

Purpose

• Understand how a company creates, consumes, and allocates cash.
• Reason as a board director or controlling owner, not as a short-term trader.
• Separate verified facts from management claims, inferences, modelling assumptions, and unknowns.
• Convert departmental insights into a small, testable set of FCF drivers, scenarios, and counterevidence.

Install

There are two ways to install, two philosophies:

• Skills CLI copies the skills into your project so you can edit them and make them your own.
• Claude Code plugin keeps them as a managed, read-only, always-current bundle you subscribe to rather than fork.

Option 1 — Skills CLI (editable, works with any Agent-Skills harness)

npx skills@latest add white-source/value-grill-skill

Works with Claude Code, Codex, Cursor, Copilot, and other Agent-Skills-compatible harnesses. Files are copied into your repo and are yours to modify.

Option 2 — Claude Code plugin (managed, plug-and-play)

Prefer a plug-and-play install you don't maintain by hand? This skill set also ships as a native Claude Code plugin. Instead of copying editable files into your repo, the plugin installs the whole set as a managed bundle that updates when a new version ships.

Inside Claude Code:

/plugin marketplace add white-source/value-grill-skill
/plugin install value-grill-skill@white-source

Or from your shell:

claude plugin marketplace add white-source/value-grill-skill
claude plugin install value-grill-skill@white-source

No separate setup step is needed — start a session with /value-boardroom [company] right away.

Slash commands across harnesses

The fourteen single-role shortcuts (/value-role-secretary, /value-role-ceo, … /value-role-ir-pr) are plain slash-command files in ./commands/. Each harness discovers slash commands from a different place, so availability depends on how you installed:

Harness	How /value-role-* appears
Claude Code	Automatic if installed as a plugin (Option 2) — the plugin's root commands/ is read on load. Or run scripts/install-commands.sh (Option 1).
ZCode	Same as Claude Code (plugin root commands/), since ZCode is Claude-Code compatible.
Kilo	Run scripts/install-commands.sh once to link the commands into ~/.config/kilo/command/.
Codex	Each role ships as its own SKILL.md (in skills/value-role-*/), so $value-role-ceo, $value-role-cfo, … work natively after npx skills add.

If you installed via the Skills CLI (Option 1) rather than the plugin, the role shortcuts work everywhere automatically: in Codex they appear as $value-role-* skills, and in Claude Code / ZCode / Kilo you can also wire them as /value-role-* slash commands with the bundled helper:

scripts/install-commands.sh              # symlink into Claude Code, ZCode, Kilo
scripts/install-commands.sh --copy       # copy instead of symlink (e.g. for Windows)
scripts/install-commands.sh --uninstall  # remove them again
scripts/install-commands.sh --target kilo --target claude   # restrict to given harnesses

Reload / restart your harness after running it.

Start

/value-boardroom [company name or ticker]

On start the session confirms the company (and identifier/market if known), the as-of date, the research aim, and the evidence mode. The role mode is just one quick question (default briefing) — no flags to type.

Role reversal — the core mechanic

This library's signature feature is role reversal: you can study a company from either side of the boardroom table, and the same fourteen operating roles work in both directions.

Mode	Model plays	You play	Why use it
briefing (default)	The selected executive — with their incentives, budgets, and conflicts	A board director / partner asking questions	Build understanding by cross-examining real operating detail. The executive must justify every number all the way to cash flow.
examination	The board	The CEO, CFO, or selected executive — answering	Pressure-test whether you actually understand the business. The board catches the gaps and hand-waving in your own reasoning.

briefing = learn by interrogating. examination = learn by being interrogated. You pick the mode with one quick question at startup (default briefing), and switch any time with /value-mode — or just say it ("reverse roles", "考考我"). No restart needed. Either way, the turn contract is identical: state a fact or labelled assumption, expose one incentive conflict, trace a clear cash-flow path, and ask exactly one question.

Operating roles

Fourteen roles cover the whole company. Enter one with the auto-completing /value-role-<role> shortcut (e.g. /value-role-cfo), chain several with /value-role ceo cfo ..., or step through with /value-next. Each speaks only within its remit, surfaces a budget or strategic conflict, and traces its point to revenue, cost, working capital, CapEx, or capital allocation.

Role	What they own	What to interrogate
secretary	Board secretary / coach — agenda, question tree, evidence, assumptions	Whether every conclusion is sourced and traceable
ceo	CEO — business model, growth sources, strategy, culture, capital allocation	Business model defensibility (lock-in, switching cost, network effects), organic vs acquired growth, reinvestment rate, culture-talent alignment, returns on capital
cfo	CFO — profit quality, leverage, working capital, allocation	Cash conversion cycle, accrual vs cash profit, maintenance vs growth CapEx
product	Product / R&D — customer problem, roadmap, substitution risk	Pricing power, retention/churn, R&D efficiency
marketing	Marketing / brand — acquisition, loyalty, ad dependency	CAC, LTV, what declines first if advertising stops
sales	Sales — order quality, pricing, concentration	Realized price after discounts, customer concentration, receivables
channel	Channel — distributor inventory, merchandising, rebates	Channel inventory days, sell-through, channel margin
supply	Supply chain / procurement — input costs, supplier power	COGS supplier concentration, contract terms, lead times
operations	Operations / manufacturing — utilization, yield, unit cost	Capacity utilization, fixed-cost absorption, expansion CapEx
customer-success	Customer success / after-sales — retention, churn, renewals	Gross/net retention, expansion vs contraction, service cost
people	People / org — critical talent, incentives, succession	Attrition in key roles, incentive structure, bottlenecks
legal-risk	Legal / compliance / risk — licences, litigation, regulation	Contingent liabilities, regulatory exposure, data governance
strategy-ma	Strategy / M&A — new lines, expansion, acquisitions	Post-acquisition returns, goodwill, integration cost
ir-pr	IR / PR — commitments, transparency, reputation	Public guidance vs actuals, narrative vs operations

Command map

Command	What it does
/value-ask [question or goal]	Describe what you want; get the right command with an explanation
/value-boardroom [company]	Initialize or reset a company boardroom session
/value-mode [briefing|examination]	Switch role mode anytime — or just say "reverse roles"
/value-role-<role>	Single-role shortcut that auto-completes — type /value-role- and pick (e.g. /value-role-cfo)
/value-role [role...]	Chain several executives in sequence, e.g. /value-role ceo cfo supply
/value-next	Step to the next role on the suggested tour — no retyping
/value-research [topic]	Collect or request verifiable public information and classify it by evidence class
/value-assumption	View or revise material modelling assumptions
/value-evidence	Show the evidence ledger
/value-cashflow	Translate operating results into revenue, margin, working capital, CapEx, FCF, and ROIC
/value-stress-test [shock]	Run a named shock or build bear/base/bull cases through the cash-flow chain
/value-kill [year]	Pre-mortem: assume cash-flow failure by the chosen year and work backwards
/value-board-summary	Exit roleplay and synthesize a traceable board conclusion

Example: Pop Mart (泡泡玛特, HKEX: 9992)

Not investment advice. Every claim carries an evidence class. Full walkthrough (Chinese) →

A condensed run of the main commands on a real listed company, with real sourced financials (Yahoo Finance TTM, Wikipedia). Every number is tagged by evidence class.

> /value-boardroom Pop Mart --mode briefing

Company confirmed. Pop Mart International (HKEX: 9992), as-of July 2026. Briefing mode.

> /value-role-cfo

Metric	TTM (HKD)	Class
Revenue	37.1B	Fact
Net income	12.8B (margin 34%)	Fact
Levered FCF	9.1B	Fact
Cash	17.2B (D/E 12.6%)	Fact
ROE	77.6%	Fact

FCF/net ≈ 71% → ~29% of profit absorbed by working capital + CapEx (Inference). Light asset, high margin, low debt.

> /value-cashflow

Avg price ¥59–69/box (Fact, Wikipedia) × units × IP mix → revenue ¥34B (Fact, Yahoo Finance TTM) → high margin → light WC (cash at sale) → CapEx (stores/roboshops/overseas) → FCF HKD 9.1B TTM. Three drivers: same-store traffic, overseas ROIC, premium-category mix (Inference).

> /value-stress-test price -10%

Chain: price ↓ → volume? (Unknown) → fixed cost unchanged → operating leverage worsens → FCF pressured. Bear/Base/Bull with falsification criteria, not a single forecast.

> /value-kill 2030

Pre-mortem: Labubu fatigue → comps weaken → overseas payback stretches >36 months → growth CapEx becomes a cash drain → 2030 crunch. Early indicator: overseas comps 3-quarter decline + payback >3yr.

> /value-board-summary

Six-section conclusion: FCF mechanism tracked to sourced data, 5/10/20yr stability assessment, conditional scenarios, ≤3 drivers, counterevidence ranked by materiality, next agenda with roles + evidence + metrics to observe.

Not investment advice. No target price, no buy/sell/hold.

Evidence classes

Every claim is labelled so conclusions stay traceable:

Class	Meaning
Fact	A source-backed claim, including publication date and source
Management statement	A company claim not independently verified
Inference	An operating conclusion derived from cited facts
Assumption	A model input that could be falsified
Unknown	Material information without reliable support

Web research

Public-web research is used when available and source-dated. When research tools are unavailable, the skills degrade honestly: they state the missing evidence, name the primary sources to consult, suggest searches, and pose the next board question. They never invent data, sources, access, or verification.

Safety boundary

This is a research and learning framework. It does not provide investment recommendations, target prices, buy/sell/hold calls, or trade instructions.

Verify

npm test

Runs the Node built-in test runner (node --test tests/skills.test.mjs), which validates the skill layout, frontmatter, shared references, and safety contracts. Requires Node 20+.

License

MIT