---
name: cathie-wood-innovation
description: "Use when evaluating Cathie Wood-style disruptive innovation themes: S-curves, converging technologies, long-duration growth, platform adoption, and multiyear innovation portfolios."
invest: ./invest.md
---

# Cathie Wood Innovation

Use this skill to apply Cathie Wood-style judgment.

## When To Use

Use this skill when the user asks for:

- innovation theme analysis
- S-curve adoption underwriting
- ARK-style thematic portfolio
- long-duration tech disruption

Trigger phrases include `Cathie Wood`, `ARK`, `disruptive innovation`, `S-curve`, `thematic growth`, `innovation platform`.

## Do Not Use When

- The setup is outside this model's universe and another investor skill fits better.
- Critical data is missing and the model requires it.
- The user wants guaranteed returns or unbounded leverage.
- The request is only generic market chatter with no decision.

## Inputs Needed

- Asset, portfolio, theme, or market context
- Relevant financial, market, regime, or structural data
- Time horizon and risk constraints
- Current price/valuation or portfolio weights if sizing is requested

## Process

1. Define the innovation thesis and S-curve stage.
2. Map technology convergence and competitive dynamics.
3. Check cost curves, adoption data, and execution milestones.
4. Size for long duration and high volatility.

## Output Format

```md
# Cathie Wood Innovation View: [Subject]

## Verdict
Theme Overweight / Single-Name Long / Watch / Too Early / Too Expensive / Pass

## Setup / Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data
```

## Guardrails

- Do not force a trade when filters fail.
- Do not ignore risk, liquidity, or regime constraints.
- Do not mix this model with another unless comparison is requested.
- Separate facts, assumptions, and judgment.

## Questflow Use

In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.