A structured knowledge base for building contrarian investment research — activist campaigns, short-seller reports, letters to boards, and persuasive advisory memos.
What's inside
adversarial-research/
├── SKILL.md Entry point — load this first
├── forms/ Output forms — pick one deliberately
│ ├── activist-deck.md
│ ├── short-report.md
│ ├── letter-to-board.md
│ └── research-note.md
├── campaigns/ Phase-specific architectures
│ ├── initial-thesis.md
│ ├── follow-up.md
│ └── proxy-fight.md
├── patterns/ 10 rhetorical patterns
│ ├── peer-gap.md
│ ├── sum-of-parts.md
│ ├── villain-naming.md
│ ├── ceo-quote-contradiction.md
│ ├── before-after-framing.md
│ ├── fraud-exposure.md
│ ├── breakup-spinoff.md
│ ├── governance.md
│ ├── management-change.md
│ └── precedent-transaction.md
├── theses/ 12 thesis types
│ └── *.md
├── storytelling/ Narrative architecture
│ ├── scqa-framework.md
│ ├── narrative-foundations.md
│ ├── three-reasons.md
│ ├── primary-demands.md
│ ├── closing-ask.md
│ └── audience.md
├── slides/ Slide architecture
│ ├── slide-architecture.md (the 8-block sequence)
│ ├── visual-craft.md
│ ├── cover-slide.md
│ ├── peer-gap-chart-recipe.md
│ ├── sum-of-parts-reveal-recipe.md
│ ├── before-after-recipe.md
│ └── closing-ask-slide.md
├── valuation/ 6 valuation frameworks
│ └── *.md
├── examples/
│ ├── by_pattern.json
│ ├── by_thesis.json
│ ├── by_valuation.json
│ └── masterclass.md
└── scripts/
├── generate_examples.py
└── generate_stubs.py
How to use it
As a Claude Code skill
Place or symlink this directory under ~/.claude/skills/ (or your project's
.claude/skills/). Claude Code auto-discovers SKILL.md and routes relevant
prompts.
As a standalone reference
The md files are authored to be read as human-facing guides too. Browse
forms/, patterns/, theses/, campaigns/, and slides/ directly.
Regenerating examples
python3 scripts/generate_examples.py
Re-ranks and writes fresh exemplars per pattern, thesis, and valuation frame.