Stop trusting management. Follow their money (with claude)
Audit management before you buy.
You found a stock you like.
The thesis is interesting.
The business looks good.
The valuation makes sense.
But now you need to understand the people behind the business.
So you open Claude.
And in a click, you get a clean management report that answers:
How much stock do they own?
Are they paid like owners or employees?
Do they use every dollar where it creates the most value?
How they used shareholders’ cash: reinvestment, buybacks, debt, or deals.
What they did when the stock crashed and the business was under pressure.
I called it management-incentive-check.
1 Claude Skill.
to answer 1 question:
Can I trust this team with my capital for the next 5–10 years?
You can download it once and use it on any stock.
But first, let me show you what happens behind the scenes.
Let Claude Do the Hard Work
Behind this 1 click report is a lot of ugly work.
Filings.
Proxies.
Compensation tables.
Capital allocation history.
The kind of work most investors know they should do…
but rarely do properly.
That is where claude does the digging.
You keep the judgment.
The principle is simple:
Follow the money and past actions
Anyone can say:
“We think like owners.”
What is harder to fake over 10 years?
Where the cash actually goes.
I ran it on Spotify.
Here’s an exemple on what came out:
On capital allocation:
On the outsider tests:
How to run it:
You can use Claude anywhere.
But the best place is Cowork.
Why?
Because Cowork can open your existing projects:
filings, notes, past research, thesis files.
So Claude does not start from zero.
New to Cowork?
I wrote a full guide here.
I highly recommend reading it first if you haven’t yet.
Step 1: Install the Skill once.
Download the Skill file (link below)