special-situation-models

Installation
SKILL.md

Special situation models

A standard discounted cash flow model assumes a lot. It assumes the firm survives to reach stable growth, that its debt is a financing choice, that its owner is diversified, that this year's earnings say something about a normal year, and that there are earnings at all.

Five kinds of company break one of those assumptions. This skill repairs the specific break. It does not replace the DCF, and for four of the five branches the answer still runs through dcf-valuation-engine.

Which branch applies

Answer this before running anything. The branch is a judgment about the company, and the script does not guess it for you.

Installs
4
Repository
lyndonkl/claude
GitHub Stars
160
First Seen
Sep 3, 2026
special-situation-models — lyndonkl/claude