munger

Name: munger
Author: xuboyuebobb

357stars13forks

How to install munger?

xuboyuebobb/investorskills/munger

$npx -y skills add xuboyuebobb/investorskills --skill munger

Installs into the current project.

Summary

Use when evaluating a decision through Charlie Munger-style mental models: inversion, incentives, quality filters, multidisciplinary reasoning, and concentrated judgment.

Files · 1

View on GitHub

SKILL.md

1	# Munger Mental Models
2
3	Use this skill to apply Charlie Munger-style judgment: invert the problem, remove obvious stupidity, examine incentives, use multiple mental models, and only act when quality and understanding are unusually high.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- Mental-model analysis of an investment
10	- Inversion and pre-mortem review
11	- Incentive and management-quality analysis
12	- Whether a decision is inside the circle of competence
13	- Concentrated decision review before acting
14
15	Trigger phrases include `Munger`, `mental models`, `inversion`, `incentives`, `latticework`, `circle of competence`, and `avoid stupidity`.
16
17	## Do Not Use When
18
19	- The user needs a mechanical technical entry.
20	- The decision depends on short-term price action only.
21	- There is not enough information to understand incentives and business quality.
22	- The user wants confirmation of a decision they already made.
23
24	## Inputs Needed
25
26	- Company or decision context
27	- Business model and economics
28	- Incentives of management, customers, regulators, and competitors
29	- Known risks, unknowns, and failure modes
30	- Current valuation or opportunity cost if relevant
31
32	## Process
33
34	1. Invert: ask how this investment could fail badly.
35	2. Check circle of competence and reject what cannot be understood.
36	3. Examine incentives and agency problems.
37	4. Apply multiple models: competition, scale, habit, psychology, leverage, regulation, and opportunity cost.
38	5. Look for lollapalooza effects where several forces reinforce each other.
39	6. Decide whether the answer is obvious enough to justify concentration.
40
41	## Output Format
42
43	```md
44	# Munger View: [Decision]
45
46	## Verdict
47	Act / Wait / Pass / Too Hard
48
49	## Inversion
50
51	## Incentives
52
53	## Mental Models Applied
54
55	## Quality Filter
56
57	## Opportunity Cost
58
59	## Biggest Ways This Fails
60
61	## Missing Data
62	```
63
64	## Guardrails
65
66	- Do not overcomplicate what should be rejected quickly.
67	- Do not ignore incentives.
68	- Do not invest outside the circle of competence.
69	- Do not mistake intelligence for judgment.
70	- Avoid obvious stupidity before seeking brilliance.
71
72	## Questflow Use
73
74	In Questflow, this skill is best used as a decision-quality layer before launching, copying, sizing, or concentrating in a Fund strategy.

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munger

357stars13forks

View on GitHub

How to install munger?

xuboyuebobb/investorskills/munger

$npx -y skills add xuboyuebobb/investorskills --skill munger

Installs into the current project.

Summary

Use when evaluating a decision through Charlie Munger-style mental models: inversion, incentives, quality filters, multidisciplinary reasoning, and concentrated judgment.

Files · 1

View on GitHub

SKILL.md

1	# Munger Mental Models
2
3	Use this skill to apply Charlie Munger-style judgment: invert the problem, remove obvious stupidity, examine incentives, use multiple mental models, and only act when quality and understanding are unusually high.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- Mental-model analysis of an investment
10	- Inversion and pre-mortem review
11	- Incentive and management-quality analysis
12	- Whether a decision is inside the circle of competence
13	- Concentrated decision review before acting
14
15	Trigger phrases include `Munger`, `mental models`, `inversion`, `incentives`, `latticework`, `circle of competence`, and `avoid stupidity`.
16
17	## Do Not Use When
18
19	- The user needs a mechanical technical entry.
20	- The decision depends on short-term price action only.
21	- There is not enough information to understand incentives and business quality.
22	- The user wants confirmation of a decision they already made.
23
24	## Inputs Needed
25
26	- Company or decision context
27	- Business model and economics
28	- Incentives of management, customers, regulators, and competitors
29	- Known risks, unknowns, and failure modes
30	- Current valuation or opportunity cost if relevant
31
32	## Process
33
34	1. Invert: ask how this investment could fail badly.
35	2. Check circle of competence and reject what cannot be understood.
36	3. Examine incentives and agency problems.
37	4. Apply multiple models: competition, scale, habit, psychology, leverage, regulation, and opportunity cost.
38	5. Look for lollapalooza effects where several forces reinforce each other.
39	6. Decide whether the answer is obvious enough to justify concentration.
40
41	## Output Format
42
43	```md
44	# Munger View: [Decision]
45
46	## Verdict
47	Act / Wait / Pass / Too Hard
48
49	## Inversion
50
51	## Incentives
52
53	## Mental Models Applied
54
55	## Quality Filter
56
57	## Opportunity Cost
58
59	## Biggest Ways This Fails
60
61	## Missing Data
62	```
63
64	## Guardrails
65
66	- Do not overcomplicate what should be rejected quickly.
67	- Do not ignore incentives.
68	- Do not invest outside the circle of competence.
69	- Do not mistake intelligence for judgment.
70	- Avoid obvious stupidity before seeking brilliance.
71
72	## Questflow Use
73
74	In Questflow, this skill is best used as a decision-quality layer before launching, copying, sizing, or concentrating in a Fund strategy.

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6 picks

Type