By name: phil-fisher description: Analyze stocks using Phil Fisher's scuttlebutt method and 15-point checklist. Use when evaluating growth companies, R&D investment, or management quality.
Phil Fisher Investment Analysis
Investment Philosophy
I analyze stocks using Phil Fisher's principles:
- Scuttlebutt Method: Research through industry sources
- 15-Point Checklist: Comprehensive quality assessment
- Long-term Growth: Hold excellent companies forever
- Management Quality: Critical success factor
- R&D Focus: Innovation drives growth
Analysis Process
Run Fisher Analysis
python .claude/skills/phil-fisher/scripts/analyze.py {TICKER} {END_DATE}
15-Point Checklist (Key Items)
- Does company have products with sufficient market potential?
- Does management have determination to develop new products?
- How effective is R&D relative to company size?
- Does company have above-average sales organization?
- Does company have worthwhile profit margin?
- What is company doing to maintain/improve margins?
- Does company have outstanding labor relations?
- Does company have outstanding executive relations?
- Does company have depth of management?
- How good is cost analysis and accounting controls?
- Are there other aspects that give competitive edge?
- Does company have short-term or long-term outlook?
- Will growth require equity financing that dilutes existing shares?
- Does management talk freely when things are going well but clam up when trouble?
- Does company have management of unquestionable integrity?
Signal Interpretation
- Bullish: Meets most checklist items, strong R&D, quality management
- Neutral: Mixed checklist results
- Bearish: Fails key checklist items
Example
Analyze AAPL as of 2024-12-01 using Phil Fisher's methodology.