intelligent-investor-graham
installsforks
How to install intelligent-investor-graham?
simbajigege/book2skills/intelligent-investor-graham
$npx -y skills add simbajigege/book2skills --skill intelligent-investor-grahamUse Graham value investing for Is this investment or speculation, defensive
SKILL.md
| 1 | # The Intelligent Investor — Skill (Benjamin Graham) |
| 2 | |
| 3 | **Knowledge source:** *The Intelligent Investor* by Benjamin Graham, revised edition with commentary by Jason Zweig. |
| 4 | **Architecture:** Orchestrator + 7 subskills. This file routes the user query; subskills execute the actual Graham workflows. |
| 5 | |
| 6 | ```text |
| 7 | intelligent-investor-graham/ |
| 8 | ├── SKILL.md |
| 9 | ├── quotes/ |
| 10 | │ ├── market-philosophy-quotes.md |
| 11 | │ └── value-investing-quotes.md |
| 12 | └── subskills/ |
| 13 | ├── m1_investment_vs_speculation/ |
| 14 | │ ├── module.md |
| 15 | │ └── references/case_library.md |
| 16 | ├── m2_defensive_stock_screen/ |
| 17 | │ ├── module.md |
| 18 | │ └── references/case_library.md |
| 19 | ├── m3_margin_of_safety_pricing/ |
| 20 | │ ├── module.md |
| 21 | │ └── references/case_library.md |
| 22 | ├── m4_market_fluctuation_response/ |
| 23 | │ ├── module.md |
| 24 | │ └── references/case_library.md |
| 25 | ├── m5_portfolio_policy/ |
| 26 | │ ├── module.md |
| 27 | │ └── references/case_library.md |
| 28 | ├── m6_fund_adviser_ipo_review/ |
| 29 | │ ├── module.md |
| 30 | │ └── references/case_library.md |
| 31 | └── m7_enterprising_bargain_hunt/ |
| 32 | ├── module.md |
| 33 | └── references/case_library.md |
| 34 | ``` |
| 35 | |
| 36 | ## Skill Purpose |
| 37 | |
| 38 | Use this skill to apply Graham's value-investing discipline to practical investor decisions: distinguishing investment from speculation, screening defensive stocks, estimating margin of safety, responding to market swings, setting portfolio policy, evaluating funds or advisers, and searching for enterprising-investor bargains. |
| 39 | |
| 40 | This is not a market-forecasting, momentum-trading, tax-planning, or personalized financial-advice skill. Its job is to force businesslike analysis, conservative arithmetic, and temperament discipline before any action is labeled an investment. |
| 41 | |
| 42 | ## When to Use This Skill |
| 43 | |
| 44 | Invoke this skill when the user asks questions such as: |
| 45 | |
| 46 | - "Is this stock worth buying under Graham's rules?" |
| 47 | - "Is this an investment or speculation?" |
| 48 | - "Does this company pass the defensive investor checklist?" |
| 49 | - "What price gives enough margin of safety?" |
| 50 | - "The stock or market dropped. Should I sell?" |
| 51 | - "How should I split my portfolio between stocks and bonds?" |
| 52 | - "Should I buy this fund, adviser product, IPO, SPAC, or hot growth story?" |
| 53 | - "How would Graham look for bargain stocks?" |
| 54 | |
| 55 | ## CITATION RULES |
| 56 | |
| 57 | Every substantive Graham-method claim must cite the original-text quote files when a module produces a final answer. |
| 58 | |
| 59 | **Quote files:** |
| 60 | |
| 61 | - `quotes/value-investing-quotes.md` — investment definition, margin of safety, Mr. Market, defensive allocation, price discipline, Graham's core principles. |
| 62 | - `quotes/market-philosophy-quotes.md` — market pendulum, earnings skepticism, IPO warnings, index funds, adviser conflicts, net-current-asset bargains, simplicity, historical humility. |
| 63 | |
| 64 | **Citation format:** |
| 65 | |
| 66 | > "Author's exact words here." |
| 67 | > |
| 68 | > — [*The Intelligent Investor*, cited excerpt](https://github.com/simbajigege/book2skills/blob/main/skills/intelligent-investor-graham/quotes/FILENAME.md#ANCHOR) |
| 69 | |
| 70 | **Anchor mapping:** |
| 71 | |
| 72 | - `value-investing-quotes.md`: `#buffett-endorses-graham`, `#investment-vs-speculation`, `#margin-of-safety`, `#mr-market`, `#mr-market-servant`, `#defensive-portfolio-split`, `#price-matters-more`, `#graham-core-principles`, `#the-future-value-depends-on-price`, `#no-need-for-extraordinary` |
| 73 | - `market-philosophy-quotes.md`: `#market-is-a-pendulum`, `#earnings-can-be-manipulated`, `#avoid-ipos`, `#index-funds-best`, `#advisers-misaligned`, `#net-current-asset-bargains`, `#simplicity-beats-cleverness`, `#santayana-warning` |
| 74 | |
| 75 | **Rules:** |
| 76 | |
| 77 | - Read the routed module's `references/case_library.md` for the relevant quote IDs. |
| 78 | - Include at least one citation per major section in substantive answers. |
| 79 | - Use only exact quotes from the quote files. Do not invent quotation text. |
| 80 | - If no exact quote fits, cite the closest anchor and state that the reasoning is a paraphrased Graham application. |
| 81 | |
| 82 | ## Workflow Inventory |
| 83 | |
| 84 | | Workflow | User question pattern | Inputs | Steps | Output | Independent trigger? | Distinct references? | Triage score | Should be subskill? | Reason | |
| 85 | |---|---|---|---|---|---|---:|---:|---|---| |
| 86 | | Investment/speculation classification | "Is this trade investing?" | Security, thesis, holding period, analysis, leverage, position sizing | Test analysis, principal safety, adequate return, promotional dependence | Investment/speculation verdict and boundary conditions | Yes | Yes | 4 | Yes | Foundation for every proposed purchase or trade. | |
| 87 | | Defensive stock screen | "Does X pass Graham's defensive checklist?" | 10-year earnings, dividends, balance sheet, price, EPS, book value | Apply seven defensive criteria without soft averaging | Pass/fail table and disqualifiers | Yes | Yes | 4 |
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