li-lu-value
starsforks
How to install li-lu-value?
xuboyuebobb/investorskills/li-lu-value
$npx -y skills add xuboyuebobb/investorskills --skill li-lu-valueUse when evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and concentrated ownership.
SKILL.md
| 1 | # Li Lu Value |
| 2 | |
| 3 | Use this skill to apply Li Lu-style value investing: deeply understand a high-quality business inside the circle of competence, demand downside protection, and hold concentrated positions through long compounding periods. |
| 4 | |
| 5 | ## When To Use |
| 6 | |
| 7 | - Long-term quality/value analysis |
| 8 | - China or global compounder review |
| 9 | - Business owner mindset and downside-first underwriting |
| 10 | - Concentrated portfolio decision |
| 11 | |
| 12 | Trigger phrases include `Li Lu`, `Himalaya`, `China value`, `BYD`, `Moutai`, `circle of competence`, and `long-term compounder`. |
| 13 | |
| 14 | ## Process |
| 15 | |
| 16 | 1. Define circle of competence and business model. |
| 17 | 2. Evaluate management, moat, culture, and reinvestment runway. |
| 18 | 3. Estimate conservative value and downside. |
| 19 | 4. Require strong margin of safety or exceptional quality. |
| 20 | 5. Size only when long-term conviction is earned. |
| 21 | |
| 22 | ## Output Format |
| 23 | |
| 24 | ```md |
| 25 | # Li Lu View: [Company] |
| 26 | |
| 27 | ## Verdict |
| 28 | Own / Watch / Too Hard / Too Expensive / Pass |
| 29 | |
| 30 | ## Circle Of Competence |
| 31 | ## Business Quality |
| 32 | ## Management / Culture |
| 33 | ## Downside Protection |
| 34 | ## Long-Term Compounding Path |
| 35 | ## Invalidation |
| 36 | ``` |
| 37 | |
| 38 | ## Guardrails |
| 39 | |
| 40 | - Do not invest outside competence. |
| 41 | - Do not ignore governance and jurisdiction risk. |
| 42 | - Do not use short-term price action to override business truth. |
| 43 | |
| 44 | ## Questflow Use |
| 45 | |
| 46 | In Questflow, this skill is best used for long-term global quality/value underwriting and concentrated Fund theses. |
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