danbin-longterm-compounder

Name: danbin-longterm-compounder
Author: xuboyuebobb

357stars13forks

How to install danbin-longterm-compounder?

xuboyuebobb/investorskills/danbin-longterm-compounder

$npx -y skills add xuboyuebobb/investorskills --skill danbin-longterm-compounder

Installs into the current project.

Summary

Use when evaluating stocks through Dan Bin's long-term compounder lens: buy great companies, hold through volatility, and let time do the work. Focus on consumer, pharma, and tech compounders.

Files · 1

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SKILL.md

1	# Dan Bin Long-Term Compounder
2
3	Use this skill to apply Dan Bin / 但斌-style judgment.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- Dan Bin-style long-term analysis
10	- whether a company is a great compounder worth holding for years
11	- time-as-edge investing
12	- consumer/pharma/tech quality assessment
13
14	Trigger phrases include `但斌`, `Dan Bin`, `时间的玫瑰`, `long term compounder A股`, `东方港湾`, `时间的力量`.
15
16	## Do Not Use When
17
18	- Another skill fits better.
19	- Critical data for this model is missing.
20	- The user wants guaranteed returns or unbounded leverage.
21	- The request is generic chatter with no decision.
22
23	## Inputs Needed
24
25	- Asset, sector, market, or macro context
26	- Relevant financial, technical, policy, or sentiment data
27	- Time horizon and risk constraints
28	- Portfolio context if sizing is requested
29
30	## Process
31
32	1. Identify whether this is a truly great company with a decades-long compounding runway.
33	2. Assess moat durability and pricing power.
34	3. Check if valuation is acceptable (not necessarily cheap).
35	4. Decide to own and hold through volatility, or pass.
36
37	## Output Format
38
39	```md
40	# Dan Bin Long-Term Compounder View: [Subject]
41
42	## Verdict
43	Own Long-Term / Watch / Not Great / Too Expensive / Pass
44
45	## Thesis
46
47	## Evidence
48
49	## Risks
50
51	## Action Plan
52
53	## Invalidation
54
55	## Missing Data
56	```
57
58	## Guardrails
59
60	- Follow the skill process; do not free-style.
61	- Separate facts, assumptions, and judgment.
62	- Define invalidation before sizing.
63	- Not financial advice.
64
65	## Questflow Use
66
67	Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.

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danbin-longterm-compounder

357stars13forks

View on GitHub

How to install danbin-longterm-compounder?

xuboyuebobb/investorskills/danbin-longterm-compounder

$npx -y skills add xuboyuebobb/investorskills --skill danbin-longterm-compounder

Installs into the current project.

Summary

Use when evaluating stocks through Dan Bin's long-term compounder lens: buy great companies, hold through volatility, and let time do the work. Focus on consumer, pharma, and tech compounders.

Files · 1

View on GitHub

SKILL.md

1	# Dan Bin Long-Term Compounder
2
3	Use this skill to apply Dan Bin / 但斌-style judgment.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- Dan Bin-style long-term analysis
10	- whether a company is a great compounder worth holding for years
11	- time-as-edge investing
12	- consumer/pharma/tech quality assessment
13
14	Trigger phrases include `但斌`, `Dan Bin`, `时间的玫瑰`, `long term compounder A股`, `东方港湾`, `时间的力量`.
15
16	## Do Not Use When
17
18	- Another skill fits better.
19	- Critical data for this model is missing.
20	- The user wants guaranteed returns or unbounded leverage.
21	- The request is generic chatter with no decision.
22
23	## Inputs Needed
24
25	- Asset, sector, market, or macro context
26	- Relevant financial, technical, policy, or sentiment data
27	- Time horizon and risk constraints
28	- Portfolio context if sizing is requested
29
30	## Process
31
32	1. Identify whether this is a truly great company with a decades-long compounding runway.
33	2. Assess moat durability and pricing power.
34	3. Check if valuation is acceptable (not necessarily cheap).
35	4. Decide to own and hold through volatility, or pass.
36
37	## Output Format
38
39	```md
40	# Dan Bin Long-Term Compounder View: [Subject]
41
42	## Verdict
43	Own Long-Term / Watch / Not Great / Too Expensive / Pass
44
45	## Thesis
46
47	## Evidence
48
49	## Risks
50
51	## Action Plan
52
53	## Invalidation
54
55	## Missing Data
56	```
57
58	## Guardrails
59
60	- Follow the skill process; do not free-style.
61	- Separate facts, assumptions, and judgment.
62	- Define invalidation before sizing.
63	- Not financial advice.
64
65	## Questflow Use
66
67	Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.

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