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🏦 Claude Investor Skills Series

Two Legendary
Investors.
One AI Skill.

How I built Rakesh Jhunjhunwala and Warren Buffett into Claude skills that analyze any Indian stock in seconds.

🧡 RJ Lens

🎩 Buffett Lens

📊 Free Plan

👉 Swipe to explore

01

Skill 1 of 2

The Rakesh Jhunjhunwala Framework

India's Big Bull. Turned ₹5,000 into ₹50,000+ Cr. Built into a Claude skill.

🧡

Rakesh Jhunjhunwala

The Big Bull of India

"I believe in management and I believe in India. Never bet against India's long-term growth."

India Macro Backdrop Mgmt Integrity Multi-bagger Potential PEG Valuation India Theme Alignment

1

India Macro First

GDP, RBI policy, FII flows, INR, CPI. Score 0-10 before looking at any stock.

2

Management = Everything

Promoter integrity, skin in game (holding over 50%), track record. Scored 0-13. A fail here ends the analysis.

3

Multi-bagger Potential

Can this 5-10x in 5-7 years? Whitespace, margin expansion, scale. Scored 0-10.

Skill 2 of 2

The Warren Buffett Framework

Oracle of Omaha. 70 years of compounding. Now a Claude skill.

🎩

Warren Buffett

Oracle of Omaha

"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."

Durable Moat Circle of Competence Financial Strength Owner Earnings DCF Margin of Safety

1

Moat First

ROE consistency over 15%, operating margins above 20%, pricing power. Scored 0-5.

2

Financial Health

ROE, Debt/Equity below 0.5, operating margin, current ratio. Scored 0-7.

3

Three-Stage DCF (Owner Earnings)

Net income + D&A minus maintenance CapEx. Conservative haircut. Margin of safety = key buy signal.

Get Started

Use on Claude Free Plan

No subscription needed. No API key. Just paste and go.

1

Download the skill file

Comment "Claude" below and I will send you the SKILL.md files for both investors.

2

Open claude.ai (free plan works)

Start a new conversation. Paste the full SKILL.md content into your first message.

3

Analyze any stock

Type the stock name or NSE ticker. Claude adopts the investor persona and runs the full framework.

4

Compare multiple lenses

Paste both skill files in the same session. Get RJ and Buffett signals side by side.

Paste skill file, then:
"Analyze JINDALPOLY (NSE) as Rakesh Jhunjhunwala.
Use the latest available data."

Case Study: JINDALPOLY

🧡 RJ Lens on Jindal Polyfilms

Market Cap ~₹3,778 Cr | Net Debt ₹3,383 Cr | TTM Loss -₹253 Cr

India macro backdrop

7/10

India theme alignment

2/5

Management quality

2/13

Business quality

4/11

Financials

2/12

Multi-bagger potential

1/10

Valuation (PEG)

0/5

🔴 Bearish — 18% confidence

⚠️ Critical Red Flag

NCLAT (Feb 26, 2026) dismissed appeal. Section 245 class action proceeds. ₹2,781 Cr alleged siphoned via related-party transactions. Management = complete disqualifier.

Case Study: JINDALPOLY

🎩 Buffett Lens on Jindal Polyfilms

Commodity producer. Leveraged. Governance crisis. What would Buffett say?

Circle of competence

Pass

Durable moat

2/5

Management quality

0/2

Financial strength

2/7

Earnings consistency

0/3

Pricing power

1/5

Book value growth

1/5

🔴 Bearish — 12% confidence

"This isn't a fat pitch. It's a pitch aimed at my head. Commodity economics, leveraged balance sheet, and serious management integrity concerns. I'd rather hold cash."

Multi-Stock Comparison

Jindal Polyfilms vs Cupid Limited

Both lenses. Two stocks. Instant verdict.

Dimension	JINDALPOLY	CUPID
JJ Signal	🔴 Bearish 18%	🟡 Cautious Bullish 68%
Buffett Signal	🔴 Bearish 12%	🟡 Neutral/Watch 60%
Key Moat	Market leader in BOPET/BOPP. Commodity product. No pricing power.	Only WHO/UNFPA dual pre-qualified condom maker. Genuine regulatory moat.
Mgmt Integrity	FAIL NCLAT class action. ₹2,781 Cr fraud allegation.	PASS No governance concerns. Proactive expansion.
Financials	TTM loss ₹253 Cr. Net Debt ₹3,383 Cr. Revenue CAGR 5.5%.	Near debt-free. Q3 OPM 37-43%. Revenue +102% YoY. ROCE 17%.
Action	Avoid / Sell	Watchlist Wait for 40-50% correction.

The Power of Two

Why Use Both Lenses?

Different philosophies. Stronger conviction when they agree.

🧡

RJ Lens focuses on...

✓

India's mega-trends and demographic tailwinds

✓

Promoter integrity and skin in the game

✓

Can this 5-10x in 5-7 years?

✓

India-adjusted PEG and sector premiums

🎩

Buffett Lens focuses on...

✓

Durable moat and ROE consistency over decades

✓

Owner earnings DCF and margin of safety

✓

Capital allocation and earnings consistency

✓

Intrinsic value vs current market price

When both lenses agree on a verdict, your conviction is significantly stronger.
Both agreed Jindal Polyfilms is uninvestable. Both flagged Cupid as worth watching.

Ready to Try

The Exact Prompt to Use

Copy-paste this after loading the skill file into Claude.

[After pasting the SKILL.md content]

Analyze CUPID LIMITED (NSE: CUPID) as Rakesh Jhunjhunwala.
Focus on India theme alignment, management integrity,
and multi-bagger potential. Use the latest data available.
End with a clear signal and confidence score.

[For dual-lens comparison]

Now analyze the same stock as Warren Buffett.
Run the full DCF with owner earnings methodology.
Compare both verdicts in a side-by-side summary table.

Works on Free Plan

No API needed

Any NSE/BSE stock

Full scoring output

Get the Skills

Want the skill files for
all legendary investors?

I have built skills for 14+ legendary investors. Each one embeds their complete framework, scoring rubric, and output format into a single SKILL.md file you can use on Claude Free plan.

Investor skills available

warren-buffett
rakesh-jhunjhunwala
ben-graham
bill-ackman
aswath-damodaran
cathie-wood
charlie-munger
michael-burry
peter-lynch
phil-fisher
mohnish-pabrai
stanley-druckenmiller
nassim-taleb
+ more

Comment below and I will send you the files

💬 Comment "Claude"