alphagbm-buffett-analysis

Name: alphagbm-buffett-analysis
Author: AlphaGBM

1.5kstars201forks

How to install alphagbm-buffett-analysis?

alphagbm/skills/alphagbm-buffett-analysis

$npx -y skills add AlphaGBM/skills --skill alphagbm-buffett-analysis

Installs into the current project.

Summary

Warren Buffett-lens scorecard for any ticker. Scores 4 dimensions 0-100 each (business / circle of competence, moat / durable advantage, management / capital allocation, valuation / fair price vs 10Y treasury) and returns a weighted overall HOLDABLE / WATCHABLE / AVOID verdict. T

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SKILL.md

1	# AlphaGBM Buffett Analysis
2
3	The 4 lenses Buffett himself says he applies, computed from yfinance fundamentals
4	and returned as a single-number verdict plus reasoning for each lens.
5
6	## The 4 Lenses
7
8	1. Business (20% weight) — circle of competence. Simple sectors (consumer
9	staples, utilities, industrials) score high. Complex sectors (tech, healthcare,
10	financials) score lower unless mega-cap like AAPL.
11	2. Moat (30% weight) — durable advantage. Gross margin > 40%, ROE > 20%,
12	profit margin > 15%, and market cap > $100B each contribute to the moat score.
13	3. Management (15% weight) — capital allocation proxy via dividend continuity
14	+ payout ratio (15-60% is ideal balance) + 5yr avg div yield.
15	4. Valuation (35% weight) — fair price check. PE < 15 → +20, PEG < 1 → +15,
16	FCF yield > 10Y treasury + 2pp → +20. PE > 40 or PEG > 2.5 → deductions.
17
18	## Overall Verdict
19
20	- ≥ 75 → HOLDABLE (color green) — meets Buffett standards, long-term hold
21	- 55-74 → WATCHABLE (color amber) — wait for better price or clearer evidence
22	- < 55 → AVOID (color red) — fails Buffett's standards
23
24	## Why This Is a Separate Skill
25
26	The generic `alphagbm-stock-analysis` runs a G=B+M style/momentum score. Buffett's
27	framework is different — it weights moat + valuation much more heavily than
28	momentum, and penalizes complex businesses regardless of growth. This skill
29	codifies Buffett's rules, not AlphaGBM's house rules.
30
31	## How to Use
32
33	Input:
34	- `ticker` (required) — US stock symbol
35
36	Output:
37	- `scorecard.business`: `{score, sector, industry, verdict_zh, verdict_en}`
38	- `scorecard.moat`: `{score, gross_margin, roe, profit_margin, market_cap_b, reasons_zh, reasons_en}`
39	- `scorecard.management`: `{score, dividend_rate, payout_ratio, reasons_zh, reasons_en}`
40	- `scorecard.valuation`: `{score, pe, forward_pe, peg, pb, fcf_yield_pct, ten_year_treasury, reasons_zh, reasons_en}`
41	- `scorecard.overall`: `{score, verdict, verdict_zh, verdict_en, color}`
42
43	## Example Queries
44
45	- `Buffett analysis on KO` → likely HOLDABLE (simple business, strong moat, 30+ year hold by Buffett himself)
46	- `would Buffett buy NVDA` → likely WATCHABLE or AVOID (complex sector, high valuation)
47	- `Buffett scorecard JNJ` → likely HOLDABLE (consumer defensive, strong margins, reasonable PE)
48	- `score AAPL with Buffett lens` → reference Berkshire's own holding for context
49	- `apply Buffett's checklist to WMT` → retail-native test case
50
51	## Mock Data
52
53	Mock data in `mock-data/buffett-analysis/` — sample for KO (HOLDABLE).
54
55	## API Endpoint
56
57	```
58	POST /api/masters/buffett-analyze
59	Content-Type: application/json
60	```
61
62	Request body:
63
64	```json
65	{"ticker": "KO"}
66	```
67
68	Response shape:
69
70	```json
71	{
72	"success": true,
73	"ticker": "KO",
74	"current_price": 63.4,
75	"scorecard": {
76	"business": {
77	"score": 85,
78	"sector": "Consumer Defensive",
79	"industry": "Beverages - Non-Alcoholic",
80	"verdict_zh": "业务相对简单,在巴菲特能力圈范围内",
81	"verdict_en": "Relatively simple business within Buffett's circle"
82	},
83	"moat": {
84	"score": 100,
85	"gross_margin": 60.3,
86	"roe": 41.8,
87	"profit_margin": 22.4,
88	"market_cap_b": 273.4,
89	"reasons_zh": ["毛利率 60.3% > 40%,显示定价权", "ROE 41.8% > 20%,资本效率强", "市值 $273B > $100B,规模壁垒", "净利率 22.4% > 15%,强定价权"],
90	"reasons_en": ["Gross margin 60.3% > 40% shows pricing power", "ROE 41.8% > 20% — strong capital efficiency", "Market cap $273B > $100B — scale moat", "Net margin 22.4% > 15% — strong pricing power"]
91	},
92	"management": {
93	"score": 80,
94	"dividend_rate": 1.94,
95	"payout_ratio": 77.0,
96	"reasons_zh": ["派息 $1.94 — 体现向股东返现意愿", "5 年平均股息率 3.1%"],
97	"reasons_en": ["Dividend $1.94 — willingness to return cash", "5-yr avg div yield 3.1%"]
98	},
99	"valuation": {
100	"score": 45,
101	"pe": 24.8,
102	"forward_pe": 22.1,
103	"peg": 3.2,
104	"pb": 10.5,
105	"fcf_yield_pct": 3.5,
106	"ten_year_treasury": 4.3,
107	"reasons_zh": ["FCF 收益率 3.5% < 10Y 美债 4.3%,不如债券"],
108	"reasons_en": ["FCF yield 3.5% < 10Y 4.3% — bonds beat it"]
109	},
110	"overall": {
111	"score": 78.3,
112	"verdict": "HOLDABLE",
113	"verdict_zh": "符合巴菲特标准

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alphagbm-buffett-analysis

1.5kstars201forks

View on GitHub

How to install alphagbm-buffett-analysis?

alphagbm/skills/alphagbm-buffett-analysis

$npx -y skills add AlphaGBM/skills --skill alphagbm-buffett-analysis

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# AlphaGBM Buffett Analysis
2
3	The 4 lenses Buffett himself says he applies, computed from yfinance fundamentals
4	and returned as a single-number verdict plus reasoning for each lens.
5
6	## The 4 Lenses
7
8	1. Business (20% weight) — circle of competence. Simple sectors (consumer
9	staples, utilities, industrials) score high. Complex sectors (tech, healthcare,
10	financials) score lower unless mega-cap like AAPL.
11	2. Moat (30% weight) — durable advantage. Gross margin > 40%, ROE > 20%,
12	profit margin > 15%, and market cap > $100B each contribute to the moat score.
13	3. Management (15% weight) — capital allocation proxy via dividend continuity
14	+ payout ratio (15-60% is ideal balance) + 5yr avg div yield.
15	4. Valuation (35% weight) — fair price check. PE < 15 → +20, PEG < 1 → +15,
16	FCF yield > 10Y treasury + 2pp → +20. PE > 40 or PEG > 2.5 → deductions.
17
18	## Overall Verdict
19
20	- ≥ 75 → HOLDABLE (color green) — meets Buffett standards, long-term hold
21	- 55-74 → WATCHABLE (color amber) — wait for better price or clearer evidence
22	- < 55 → AVOID (color red) — fails Buffett's standards
23
24	## Why This Is a Separate Skill
25
26	The generic `alphagbm-stock-analysis` runs a G=B+M style/momentum score. Buffett's
27	framework is different — it weights moat + valuation much more heavily than
28	momentum, and penalizes complex businesses regardless of growth. This skill
29	codifies Buffett's rules, not AlphaGBM's house rules.
30
31	## How to Use
32
33	Input:
34	- `ticker` (required) — US stock symbol
35
36	Output:
37	- `scorecard.business`: `{score, sector, industry, verdict_zh, verdict_en}`
38	- `scorecard.moat`: `{score, gross_margin, roe, profit_margin, market_cap_b, reasons_zh, reasons_en}`
39	- `scorecard.management`: `{score, dividend_rate, payout_ratio, reasons_zh, reasons_en}`
40	- `scorecard.valuation`: `{score, pe, forward_pe, peg, pb, fcf_yield_pct, ten_year_treasury, reasons_zh, reasons_en}`
41	- `scorecard.overall`: `{score, verdict, verdict_zh, verdict_en, color}`
42
43	## Example Queries
44
45	- `Buffett analysis on KO` → likely HOLDABLE (simple business, strong moat, 30+ year hold by Buffett himself)
46	- `would Buffett buy NVDA` → likely WATCHABLE or AVOID (complex sector, high valuation)
47	- `Buffett scorecard JNJ` → likely HOLDABLE (consumer defensive, strong margins, reasonable PE)
48	- `score AAPL with Buffett lens` → reference Berkshire's own holding for context
49	- `apply Buffett's checklist to WMT` → retail-native test case
50
51	## Mock Data
52
53	Mock data in `mock-data/buffett-analysis/` — sample for KO (HOLDABLE).
54
55	## API Endpoint
56
57	```
58	POST /api/masters/buffett-analyze
59	Content-Type: application/json
60	```
61
62	Request body:
63
64	```json
65	{"ticker": "KO"}
66	```
67
68	Response shape:
69
70	```json
71	{
72	"success": true,
73	"ticker": "KO",
74	"current_price": 63.4,
75	"scorecard": {
76	"business": {
77	"score": 85,
78	"sector": "Consumer Defensive",
79	"industry": "Beverages - Non-Alcoholic",
80	"verdict_zh": "业务相对简单,在巴菲特能力圈范围内",
81	"verdict_en": "Relatively simple business within Buffett's circle"
82	},
83	"moat": {
84	"score": 100,
85	"gross_margin": 60.3,
86	"roe": 41.8,
87	"profit_margin": 22.4,
88	"market_cap_b": 273.4,
89	"reasons_zh": ["毛利率 60.3% > 40%,显示定价权", "ROE 41.8% > 20%,资本效率强", "市值 $273B > $100B,规模壁垒", "净利率 22.4% > 15%,强定价权"],
90	"reasons_en": ["Gross margin 60.3% > 40% shows pricing power", "ROE 41.8% > 20% — strong capital efficiency", "Market cap $273B > $100B — scale moat", "Net margin 22.4% > 15% — strong pricing power"]
91	},
92	"management": {
93	"score": 80,
94	"dividend_rate": 1.94,
95	"payout_ratio": 77.0,
96	"reasons_zh": ["派息 $1.94 — 体现向股东返现意愿", "5 年平均股息率 3.1%"],
97	"reasons_en": ["Dividend $1.94 — willingness to return cash", "5-yr avg div yield 3.1%"]
98	},
99	"valuation": {
100	"score": 45,
101	"pe": 24.8,
102	"forward_pe": 22.1,
103	"peg": 3.2,
104	"pb": 10.5,
105	"fcf_yield_pct": 3.5,
106	"ten_year_treasury": 4.3,
107	"reasons_zh": ["FCF 收益率 3.5% < 10Y 美债 4.3%,不如债券"],
108	"reasons_en": ["FCF yield 3.5% < 10Y 4.3% — bonds beat it"]
109	},
110	"overall": {
111	"score": 78.3,
112	"verdict": "HOLDABLE",
113	"verdict_zh": "符合巴菲特标准

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