serenity-unified-skill - Supply-Chain Bottleneck Investment Research
Applies a nine-step framework to analyze supply-chain bottlenecks, evidence, risks, valuation, catalysts, and thesis invalidation across global equity markets.
Tags
Updated: 2026-10-03Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Map supply chains
- Identify bottlenecks
- Screen investment red flags
- Estimate valuation ranges
- Assess catalysts
- Verify primary evidence
- Review analytical conclusions
Inputs
- Market or region
- Investment theme
- Analysis time horizon
- Target stock or sector
- Current market data
- Primary company filings
- Industry evidence
- Reference knowledge files
Outputs
- Investment research report
- Supply-chain analysis
- Risk and red-flag assessment
- Bear-base-bull valuation scenarios
- Catalyst and invalidation analysis
- Evidence classification
- Review status
Requirements
- Access to relevant primary sources
- Current market data when available
- Model support for structured analysis