adversarial-research
A structured knowledge base for Claude Code that teaches it to build contrarian investment arguments — activist campaigns, short theses, persuasive investor memos — following the patterns validated across 670 real-world decks from the world's top contrarian funds.
What it does
The skill codifies the rhetorical and structural grammar of contrarian investor arguments: when to deploy a peer-gap chart, how to structure a sum-of-parts reveal, when to name a villain and when to stay impersonal, how to open a deck so the thesis lands in the first ten seconds, and how to close it so the reader knows exactly what to do.
Invoke it whenever you're building an investor-facing adversarial
argument. Claude reads the skill's SKILL.md, loads the
relevant sub-files (patterns, theses, valuation frames, slide recipes),
and walks you through an 8-block drafting workflow grounded in examples
from the corpus.
What's inside
A navigable, evidence-anchored reference library.
Rhetorical patterns
Peer-gap charts, sum-of-parts reveals, CEO quote contradictions, before/after framing, named villains, proxy-fight mechanics…
Thesis types
Operational turnaround, breakup, governance, capital return, fraud exposure, multiple re-rating…
Valuation frameworks
Sum-of-parts, DCF, multiple comparison, precedent transactions, asset value, LBO math.
Slide architecture
The 8-block deck sequence — cover, thesis, three reasons, situation, complication, pivot, answer, closing ask.
Annotated exemplars
Every pattern and thesis is linked to concrete documents in the corpus, classified and scored for narrative and visual craft.
Storytelling backbone
Situation → Complication → Question → Answer — the 4-beat structure behind every deck in the masterclass tier.
Install in Claude Code
One command. No git, no dependencies.
mkdir -p ~/.claude/skills && \ curl -fsSL https://contrariancorpus.anlakstudio.com/skill.tar.gz | \ tar -xz -C ~/.claude/skills
Installs into ~/.claude/skills/adversarial-research/.
Claude Code auto-discovers SKILL.md on next start.
mkdir -p .claude/skills && \ curl -fsSL https://contrariancorpus.anlakstudio.com/skill.tar.gz | \ tar -xz -C .claude/skills
Scope the skill to a single project instead of globally.
Once installed, the skill activates on prompts like "build an activist thesis on [target]", "structure a short report", "write a contrarian memo about [company]", or "help me design a peer-gap chart".
When to invoke
- Building an activist campaign thesis — long with proposed changes
- Writing a short-seller report — alleging overvaluation, fraud or broken model
- Structuring a contrarian investment memo for internal circulation
- Drafting a letter to a board or shareholders
- Designing the slide architecture for any of the above
- Critiquing a prevailing consensus with a structured counter-argument
About the corpus
The evidence base that makes the skill reliable.
The skill is not built on abstraction. Every pattern, thesis and framework is distilled from concrete documents authored between 2002 and 2026 by Pershing Square, Elliott Management, Starboard Value, Trian Partners, Greenlight Capital, Third Point, Carl Icahn, Ackman, Peltz, Einhorn, Loeb, Hohn — and short-sellers Muddy Waters, Hindenburg Research, Citron, Kerrisdale, Spruce Point and more.
Browse the 670 documents → · See the 12 patterns → · Attribution & takedowns →
Who made this
Built by Anlak. For commercial advisory work that applies this skill to specific client situations, email miguel@anlak.es.