Ackman Concentrated Activism

OrganizationPopular

questflowai

ackman-concentrated-activism

Use when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.

Overview

Publisher	questflowai
Repository	`investorskills`
Skill name	`ackman-concentrated-activism`
Stars	1.8K
Forks	138
Bundled files	1
License	MIT
Links	Skill source Repository Homepage

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
1 bundled files
Scripts, templates, and references the model can read while it works. Files are read-only and never executed.
Open source
Published by questflowai on GitHub. Read the source before you install it.

Installation

Install the Ackman Concentrated Activism AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/questflowai/investorskills/tree/main/skills/ackman-concentrated-activism

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/questflowai/investorskills.git /tmp/investorskills
mkdir -p .claude/skills
cp -r /tmp/investorskills/skills/ackman-concentrated-activism .claude/skills/ackman-concentrated-activism

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Ackman Concentrated Activism in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Ackman Concentrated Activism on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Ackman Concentrated Activism is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Ackman Concentrated Activism

Use this skill to apply Bill Ackman-style judgment.

When To Use

Use this skill when the user asks for:

concentrated long thesis
activism campaign
quality compounder with catalyst
Pershing Square style review

Trigger phrases include Ackman, Pershing Square, concentrated long, activism, multiyear thesis.

Do Not Use When

The setup is outside this model's universe and another investor skill fits better.
Critical data is missing and the model requires it.
The user wants guaranteed returns or unbounded leverage.
The request is only generic market chatter with no decision.

Inputs Needed

Asset, portfolio, theme, or market context
Relevant financial, market, regime, or structural data
Time horizon and risk constraints
Current price/valuation or portfolio weights if sizing is requested

Process

Underwrite long-term business quality.
Estimate intrinsic value and value gap.
Define catalyst: activism, ops, capital allocation, re-rating.
Size only when research depth supports concentration.

Output Format

md
# Ackman Concentrated Activism View: [Subject]

## Verdict
Concentrated Long / Activist Long / Watch / Needs Catalyst / Pass

## Setup / Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

Do not force a trade when filters fail.
Do not ignore risk, liquidity, or regime constraints.
Do not mix this model with another unless comparison is requested.
Separate facts, assumptions, and judgment.

Questflow Use

In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

invest.md6 KB

Frequently asked questions

What does the Ackman Concentrated Activism AI skill do?

Use when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.

Why use Ackman Concentrated Activism on TypingMind?

Because you install it once and use it with any model. Ackman Concentrated Activism is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Ackman Concentrated Activism in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/questflowai/investorskills/tree/main/skills/ackman-concentrated-activism. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use Ackman Concentrated Activism?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Ackman Concentrated Activism?

As many as you like. As long as a model supports skills, you can use Ackman Concentrated Activism with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Ackman Concentrated Activism AI skill free?

Yes. It is published on GitHub by questflowai under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Ackman Concentrated Activism

When To Use

Do Not Use When

Inputs Needed

Process

Output Format

Guardrails

Questflow Use

Bundled files

Frequently asked questions

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