The core methodology (templates, tables, the health formula, tool calls) is lean and earns its place, but motivational quotes from Li Lu, Keynes, and Duan Yongping plus the explanatory 'Design Philosophy' prose are unnecessary context that could be trimmed. It is not a 3 because not every token earns its place, and not a 1 because the bulk is structured domain-specific instruction rather than generic concept explanation.

Provides concrete, copy-paste-ready guidance: specific tool calls ('web_search', 'read_file', 'financial_rigor (command=verify_valuation)'), exact file paths ('reports/{company}-thesis.md'), a 5-sentence thesis template, and a precise health formula '10 - (⚫broken × 3) - (🔴impaired × 2) - (🟡weakening × 1) - (red-lines triggered × 5)'. It is not a 2 because the guidance is complete and specific rather than pseudocode or partial.

Mode A (A0→A5) and Mode B (B1→B7) are clearly sequenced, with explicit verification checkpoints — 'financial_rigor (command=verify_valuation)' to recompute metrics, the B3 assumption status check, and the B4 red-line check that forces re-evaluation. It is not a 2 because checkpoints are explicit rather than implicit; the file operations are non-destructive appends, so the missing-retry-loop cap does not apply.

No bundle files exist, so scoring is on organization: the body opens with a concise overview and supported-input summary, then branches cleanly into Mode A and Mode B with labeled sub-steps and a Key Principles section — easy to navigate with no nested references. It is not a 2 because there is no poorly-signaled or deeply-nested reference structure, and the methodology genuinely belongs inline.

Lists multiple concrete actions — 'maintain a written investment thesis — core thesis in 5 sentences, falsifiable assumptions, red lines, valuation anchors', 'Scores thesis health 1-10', and 'recommends hold / add / trim / exit' — matching the anchor for multiple specific concrete actions. The imperative 'Use it' is third-person instruction (matching the rubric's own good examples), so no voice penalty applies; it is not a 2 because the action coverage is comprehensive rather than partial.

Clearly states what it does (maintain/score/recommend on a thesis) and gives an explicit when-clause: 'Use it right after buying a stock (to write the thesis) and every earnings season (to check it).' It is not a 2 because the when guidance is explicit, not merely implied.

Contains natural phrases a target user would say — 'right after buying a stock', 'every earnings season', 'investment thesis', and 'hold / add / trim / exit' — giving good coverage of natural trigger terms. It is not a 2 because common variations are well represented rather than only partially covered.

Occupies a clear niche (post-buy thesis tracking for buy-side investing) with distinct triggers unlikely to fire for unrelated skills. It is not a 2 because the domain and triggers are specific enough to avoid meaningful overlap with other skills.