bigdata-variant-perception
Skill from Bigdata-com/bigdata-plugins-marketplace
Install
npx skills add Bigdata-com/bigdata-plugins-marketplace --skill bigdata-variant-perception
Runs the open skills CLI and installs the skill for your agent (Claude Code, Codex, Cursor …). Alternatively copy the skill folder into .claude/skills/ or upload it in Claude.ai under Settings → Skills.
As a Claude Code plugin
/plugin marketplace add anthropics/claude-plugins-official
/plugin install bigdata-com@bigdata-plugins-marketplace
This skill is part of the plugin “bigdata-com”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.
What does the bigdata-variant-perception skill do?
Description from the SKILL.md in the source repository.
Questions about bigdata-variant-perception
What does the bigdata-variant-perception skill do?
State explicitly where your view on a public company differs from consensus, using Bigdata.com data. Establishes the consensus baseline from estimates and sell-side posture, applies the EPIC filter to candidate differentiators, frames the view on FaVeS (fundamentals, valuation, sentiment), and states the variant view as a specific, falsifiable claim with a time horizon — plus what the market is missing, why the mispricing persists, the evidence for the view, and what would disprove it. Triggers: "variant perception on X", "where do I differ from consensus on X", "what is the market missing on X", "non-consensus view on X", "what's priced in versus reality for X", "contrarian case for X".
How do I install bigdata-variant-perception?
In a terminal: npx skills add Bigdata-com/bigdata-plugins-marketplace --skill bigdata-variant-perception. The skills CLI asks which agents to install it for. In Claude.ai you can upload the skill folder as a ZIP under Settings → Skills.
Which agents can use bigdata-variant-perception?
Skills use the open SKILL.md format, which Claude Code, Claude.ai, the Claude API, OpenAI Codex, Cursor, Gemini CLI and other agents support.
Is bigdata-variant-perception safe to use?
Our automatic check found no risky patterns (piped shell scripts, hidden characters, secret access, prompt overrides). It is not a full audit – read the SKILL.md and any scripts before installing.
More skills from Bigdata-com/bigdata-plugins-marketplace
Produce a comprehensive risk assessment for a public company using Bigdata.com data (10-K risk factors, 8-K material events, news, tearsheet financials).
Write a day-14 post-IPO note on potential NASDAQ-100 fast-track index inclusion for a recently listed large-cap, using Bigdata.com data plus web search for index methodology and market data.
Write a day-179 post-IPO note on the 180-day lock-up expiry using Bigdata.com data plus filings and market data. Covers lock-up terms from the prospectus (expiry date, covered holders, share count, early-release provisions) …
Write a day-365 post-IPO note on the 366-day founder and significant-investor lock-up expiry and float expansion toward 15-20%, using Bigdata.com data plus filings and market data.
Produce a balanced pre-IPO research note on an upcoming, not-yet-listed company using its S-1/F-1 plus Bigdata.com data. Covers deal structure (price range, shares, greenshoe, implied valuation, underwriters, lock-ups, share classes), two years …
Give a fast, PM-style quick take on a stock using Bigdata.com data — a one-line current view, the 2-3 drivers that actually matter right now, the key risks and what would change …
Compare regions or blocs using Bigdata.com data — economic indicators, market performance, and cross-asset views — and turn that into an allocation recommendation.
Answer what a public company is worth and whether it is cheap or expensive, using Bigdata.com data (tearsheet multiples, estimates, margins, peer context).
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