buffett
starsforks
How to install buffett?
xuboyuebobb/investorskills/buffett
$npx -y skills add xuboyuebobb/investorskills --skill buffettUse when evaluating a business through Buffett-style ownership, owner earnings, durable moat, management quality, capital allocation, and margin-of-safety judgment.
SKILL.md
| 1 | # Buffett Value Compounder |
| 2 | |
| 3 | Use this skill to apply Buffett-style business ownership analysis: buy understandable, durable businesses with strong economics and honest managers at prices below conservative intrinsic value. |
| 4 | |
| 5 | ## When To Use |
| 6 | |
| 7 | Use this skill when the user asks for: |
| 8 | |
| 9 | - Long-term business-quality underwriting |
| 10 | - Moat and owner earnings analysis |
| 11 | - Intrinsic value and margin-of-safety review |
| 12 | - Whether a stock is a durable compounder |
| 13 | - A holding review for a long-term equity position |
| 14 | |
| 15 | Trigger phrases include `Buffett`, `owner earnings`, `moat`, `margin of safety`, `intrinsic value`, `quality business`, and `compounder`. |
| 16 | |
| 17 | ## Do Not Use When |
| 18 | |
| 19 | - The user wants short-term breakout timing. |
| 20 | - The business is outside the circle of competence. |
| 21 | - Primary filings or enough operating history are missing. |
| 22 | - The thesis depends mostly on macro timing, technicals, or leverage. |
| 23 | |
| 24 | ## Inputs Needed |
| 25 | |
| 26 | - Company, ticker, and business description |
| 27 | - 10-K/10-Q data, owner earnings or free cash flow, ROIC, margins, debt |
| 28 | - Management and capital allocation history |
| 29 | - Current price, shares outstanding, net cash/debt |
| 30 | - Conservative valuation assumptions |
| 31 | |
| 32 | ## Process |
| 33 | |
| 34 | 1. Decide whether the business is understandable. |
| 35 | 2. Evaluate moat, durability, returns on capital, pricing power, and reinvestment runway. |
| 36 | 3. Review management integrity and capital allocation. |
| 37 | 4. Estimate conservative intrinsic value as a range. |
| 38 | 5. Demand a margin of safety before a buy verdict. |
| 39 | 6. Define thesis invalidation and monitoring metrics. |
| 40 | |
| 41 | ## Output Format |
| 42 | |
| 43 | ```md |
| 44 | # Buffett View: [Company] |
| 45 | |
| 46 | ## Verdict |
| 47 | Buy / Watchlist / Pass / Too Hard |
| 48 | |
| 49 | ## One-Line Thesis |
| 50 | |
| 51 | ## Business Quality |
| 52 | |
| 53 | ## Management And Capital Allocation |
| 54 | |
| 55 | ## Intrinsic Value Range |
| 56 | |
| 57 | ## Margin Of Safety |
| 58 | |
| 59 | ## Main Risks |
| 60 | |
| 61 | ## Invalidation Triggers |
| 62 | |
| 63 | ## Missing Data |
| 64 | ``` |
| 65 | |
| 66 | ## Guardrails |
| 67 | |
| 68 | - Do not confuse cheap multiples with value. |
| 69 | - Do not use optimistic assumptions to force a buy. |
| 70 | - Do not ignore leverage, dilution, or bad incentives. |
| 71 | - Do not sell only because price declined if the thesis is intact. |
| 72 | - Say `Too Hard` when the business cannot be understood. |
| 73 | |
| 74 | ## Questflow Use |
| 75 | |
| 76 | In Questflow, this skill is best used as a long-term equity underwriting module for Fund strategies, watchlists, and holding reviews. |
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