duanyongping-benfen-value

Name: duanyongping-benfen-value
Author: xuboyuebobb

357stars13forks

How to install duanyongping-benfen-value?

xuboyuebobb/investorskills/duanyongping-benfen-value

$npx -y skills add xuboyuebobb/investorskills --skill duanyongping-benfen-value

Installs into the current project.

Summary

Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence.

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SKILL.md

1	# Duan Yongping Benfen Value
2
3	Use this skill to apply Duan Yongping / 段永平-style judgment.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- benfen-style value analysis
10	- whether a business is good and understandable
11	- long-term hold decision
12	- whether price is right for a quality business
13
14	Trigger phrases include `段永平`, `Duan Yongping`, `benfen`, `本分`, `good business right price`, `做对的事情`, `时间的朋友`.
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. Ask: do I understand this business? If not, stop.
33	2. Judge: is it a good business? Moat, pricing power, durable economics.
34	3. Check: is the price right? Is there margin of safety?
35	4. Verify: is management honest and aligned?
36	5. Decide: if all pass, own it and hold. If any fails, pass.
37
38	## Output Format
39
40	```md
41	# Duan Yongping Benfen Value View: [Subject]
42
43	## Verdict
44	Own / Watch / Too Hard / Too Expensive / Pass
45
46	## Thesis
47
48	## Evidence
49
50	## Risks
51
52	## Action Plan
53
54	## Invalidation
55
56	## Missing Data
57	```
58
59	## Guardrails
60
61	- Follow the skill process; do not free-style.
62	- Separate facts, assumptions, and judgment.
63	- Define invalidation before sizing.
64	- Not financial advice.
65
66	## Questflow Use
67
68	Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.

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duanyongping-benfen-value

357stars13forks

View on GitHub

How to install duanyongping-benfen-value?

xuboyuebobb/investorskills/duanyongping-benfen-value

$npx -y skills add xuboyuebobb/investorskills --skill duanyongping-benfen-value

Installs into the current project.

Summary

Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence.

Files · 1

View on GitHub

SKILL.md

1	# Duan Yongping Benfen Value
2
3	Use this skill to apply Duan Yongping / 段永平-style judgment.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- benfen-style value analysis
10	- whether a business is good and understandable
11	- long-term hold decision
12	- whether price is right for a quality business
13
14	Trigger phrases include `段永平`, `Duan Yongping`, `benfen`, `本分`, `good business right price`, `做对的事情`, `时间的朋友`.
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. Ask: do I understand this business? If not, stop.
33	2. Judge: is it a good business? Moat, pricing power, durable economics.
34	3. Check: is the price right? Is there margin of safety?
35	4. Verify: is management honest and aligned?
36	5. Decide: if all pass, own it and hold. If any fails, pass.
37
38	## Output Format
39
40	```md
41	# Duan Yongping Benfen Value View: [Subject]
42
43	## Verdict
44	Own / Watch / Too Hard / Too Expensive / Pass
45
46	## Thesis
47
48	## Evidence
49
50	## Risks
51
52	## Action Plan
53
54	## Invalidation
55
56	## Missing Data
57	```
58
59	## Guardrails
60
61	- Follow the skill process; do not free-style.
62	- Separate facts, assumptions, and judgment.
63	- Define invalidation before sizing.
64	- Not financial advice.
65
66	## Questflow Use
67
68	Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.

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6 picks

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