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Klarman Deep Value skill

Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.

$npx skills add questflowai/investorskills --skill klarman-deep-value
GitHub stars
1,918
Pack installs
2.6k
Alyn Score
49/99
Updated
3 months ago
License
MIT
Finance Startups

Install Klarman Deep Value

Pick your agent. Every command is ready to paste.

$npx skills add questflowai/investorskills --skill klarman-deep-value

The open skills CLI detects your agents (Claude Code, Cursor, Codex and 70+ more) and installs to the right folder. Add -g to install globally.

01

Install it

Run the command above, or upload the folder in Claude.

02

Ask naturally

Describe the task. Your agent loads klarman-deep-value when the request matches its description.

03

Name it if needed

If it does not trigger, say “use the klarman-deep-value skill”. In Codex, type $klarman-deep-value.

The skill itself

SKILL.md

GitHub

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

# 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.

Tips for Klarman Deep Value

  • • Start a fresh session after installing so your agent picks up the new skill.
  • • It is part of a pack with 40 skills. Install only the ones you need with --skill to keep triggers precise.
  • • If two skills overlap, mention the one you want by name.

Questions about Klarman Deep Value

What does the Klarman Deep Value skill do?

Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.

How do I install Klarman Deep Value?

Run "npx skills add questflowai/investorskills --skill klarman-deep-value" in your project. The skills CLI installs it for Claude Code, Cursor, Codex and 70+ other agents. In Claude on the web, upload the skill folder as a ZIP under Customize > Skills.

Does Klarman Deep Value work in Cursor and Codex?

Yes. Klarman Deep Value uses the open SKILL.md format, so it works in Claude Code, Claude, Cursor, OpenAI Codex, Gemini CLI, GitHub Copilot and other agents that support agent skills.

Is Klarman Deep Value free?

Klarman Deep Value is open source on GitHub under the MIT license. It is free to install; check the license before commercial use.

Who made Klarman Deep Value?

Klarman Deep Value is published by questflowai in the questflowai/investorskills repository, together with 39 other skills.

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