"MBI" Skill for Claude and Codex
Today’s post is about how to get more out of MBI Deep Dives.
When MBI Deep Dives was only about the monthly Deep Dives, it wasn’t very difficult to keep track of everything I was writing about. However, since I started publishing daily in July last year, it has become slightly unwieldy, at times even for me to find the exact post I am looking for that I wrote several quarters ago! Of course, AI can help a lot here. So, I created the “MBI” skill on Claude and Codex that lets me ask questions about my own writing and get answers grounded in past posts, with citations back to the specific post.
Once I created the skill on Claude, I could ask questions like “how has MBI’s view on Spotify evolved?” The word “MBI” automatically triggers the skill, so Claude went through five separate posts (one from 2024, two from 2025, and two from 2026). You can see Claude’s answer here.
Now that I had created the skill for myself, I thought: why not make it available for all my subscribers as well? So I am sharing the step-by-step instructions for installing the skill on Claude here. If you are using Codex instead, you can find the instructions for Codex here.
The process is quite simple. However, a couple of things I want to highlight first.
The skill runs entirely on your machine, against your own Gmail. Your queries don't pass through me or the MBI Deep Dives website. So I don't see what you ask, or what gets surfaced. The skill is just a set of instructions; the actual searching and reading happens between your local Claude app and your own Gmail account. For the skill to work, you need to connect the email you used to subscribe to MBI Deep Dives and your email needs to contain the past emails from MBI Deep Dives. As a result, this skill becomes more useful the longer you have remained a subscriber of MBI Deep Dives.
The other thing I want to highlight here is that I often receive emails from paying subscribers saying that even though they are a paying subscriber on my website, they cannot access the paywalled content on my Substack. My website is hosted on the “Ghost” platform whereas Substack is an entirely separate platform, which is why a subscription on one doesn't automatically carry over to the other. Since I publish the same content in both places, you don’t need to subscribe to both. I launched my own website on Ghost first, but since I kept hearing from readers that they would like to read MBI Deep Dives on Substack, I ended up launching a Substack as well.
While there is no difference in content published on either the Ghost website or the Substack, I want to make it clearer why Substack might be more useful for some readers. If you are someone who prefers to listen over reading, it may make more sense for you to choose Substack. The audio experience on Substack is substantially better than what you can get via my website on Ghost. However, the Ghost website is much better organized by stock tickers which can make it easier for you navigate and find any past post you may be looking for. In any case, if you install this skill on Claude or Codex, it works on both Substack and Ghost. So this benefit of the Ghost website may be less relevant at this point.
What if you already subscribed via the website but would like to move over to Substack? In that case, I suggest you unsubscribe from your current subscription and re-subscribe on Substack. You can drop me an email after doing so and I will refund you for the unused portion of your subscription.
Subscribers get the daily journal and five+ years of Deep Dives, i.e. full-length analyses with financial models on 65+ companies. The daily is just how I think out loud between the Deep Dives!
Current Portfolio
Please note that these are NOT my recommendation to buy/sell these securities, but just disclosure from my end so that you can assess potential biases that I may have because of my own personal portfolio holdings. Always consider my write-up my personal investing journal and never forget my objectives, risk tolerance, and constraints may have no resemblance to yours.
My current portfolio is disclosed below: