ClawHub

Howard Marks' Second Level Thinking

v1.0.0

Apply Howard Marks' Second Level Thinking framework to investment decisions. Use this skill whenever the user is analyzing an investment opportunity, evaluat...

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by@0xezreal
MIT-0
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LicenseMIT-0 · Free to use, modify, and redistribute. No attribution required.
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Purpose & Capability
Name and description match the SKILL.md content. The guidance focuses on valuation, supply/demand frictions, scenario construction, and edge testing — all consistent with an investment-analysis framework. There are no unrelated capabilities or requests (no cloud creds, binaries, or config paths).
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Instruction Scope
The SKILL.md instructs the agent to research public filings, transcripts, market data, and historical sources, and to cite them. Those instructions stay within investment analysis scope and do not direct the agent to read unrelated files, environment variables, or exfiltrate private data. It emphasizes citing sources and avoiding fabricated numbers.
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Install Mechanism
No install spec and no code files — this is instruction-only, so nothing will be written to disk or downloaded. This is the lowest-risk install footprint.
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Credentials
The skill requires no environment variables, credentials, or config paths. The analysis tasks described legitimately rely on public data and research; there are no disproportionate secret or credential requests.
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Persistence & Privilege
always is false and the skill is user-invocable with normal autonomous invocation allowed. That is appropriate for a domain skill that should trigger during investment-related conversations. It does not request persistent system-level privileges or modify other skills.
Assessment
This skill is an instructional planner for investment analysis and appears internally consistent. Before installing: (1) understand it will direct the agent to fetch and cite public sources — verify those citations yourself, (2) remember it is not personalized financial advice and does not replace a licensed advisor, and (3) ensure your agent's browsing/network permissions and data-sharing policies align with your privacy preferences (the skill may cause the agent to query external websites). Otherwise there are no unexpected credential or install demands to worry about.

Like a lobster shell, security has layers — review code before you run it.

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License

MIT-0
Free to use, modify, and redistribute. No attribution required.
Termshttps://spdx.org/licenses/MIT-0.html

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