kavi-lin/short-contrarian-analyst
skills/short-contrarian-analyst/SKILL.md
Burry-style valuation anchor and contrarian veto check for a single ticker. Computes Burry Score (0-100) from FCF yield, EV/EBIT, debt/equity, and price vs 52-week high. Use in investment protocol Phase 2 as the 5th agent — triggers T4 veto when Burry Score < 20 (extremely overvalued) on an otherwise bullish thesis.
testing
Updated Apr 25, 2026
$ install --global
skillsauthnpx skillsauth add kavi-lin/stock short-contrarian-analystInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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SKILL.md
- name:
- short-contrarian-analyst
- description:
- Burry-style valuation anchor and contrarian veto check for a single ticker. Computes Burry Score (0-100) from FCF yield, EV/EBIT, debt/equity, and price vs 52-week high. Use in investment protocol Phase 2 as the 5th agent — triggers T4 veto when Burry Score < 20 (extremely overvalued) on an otherwise bullish thesis.
- market:
- us-equity
- scope:
- single-ticker
- data_sources:
- [FMP API, yfinance]
Short Contrarian Analyst (Burry)
Purpose
Independent valuation anchor for investment protocol Phase 2. Unlike Bull/Bear/Sentiment/ Technical agents (which are weighted), this agent has veto power on T4 (overvaluation veto) when Burry Score < 20 — forces the protocol into HOLD regardless of other bullish signals.
Usage
python3 skills/short-contrarian-analyst/scripts/burry_score.py NVDA
python3 skills/short-contrarian-analyst/scripts/burry_score.py KO --json-only
Burry Score components (0-100, higher = cheaper / safer)
| Metric | Weight | Scoring | |---|---|---| | FCF yield (FCF / EV) | 35% | < 2% → 10, 5% → 50, 10% → 90 | | EV / EBIT | 25% | > 30 → 10, 15 → 50, < 8 → 90 | | Debt / Equity | 15% | > 2 → 10, 1 → 50, < 0.3 → 90 | | Price vs 52w high | 15% | at high → 20, -20% → 60, -40% → 90 | | Insider activity | 10% | net buy → 80, neutral → 50, net sell → 20 |
Components missing → drop from weighted average (weights renormalize).
Veto rules
- Burry Score
< 20→ T4 veto active → HOLD regardless of other agents - Burry Score
< 35→ warning flag → Phase 4 position multiplier × 0.7 - Burry Score
>= 60→ deep value bonus → Phase 4 multiplier × 1.15
Output schema
{
"ticker": "NVDA",
"generated_at": "ISO8601",
"burry_score": "float 0-100",
"verdict": "T4_VETO | WARNING | NEUTRAL | VALUE_BONUS",
"components": {
"fcf_yield_pct": "float or null",
"ev_ebit": "float or null",
"debt_to_equity": "float or null",
"pct_below_52w_high": "float",
"insider_net": "BUY | SELL | NEUTRAL | UNKNOWN"
},
"component_scores": {"fcf_yield": 50, "ev_ebit": 30, ...},
"reasoning": "string"
}
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