nick-sleep-scale-economies

Name: nick-sleep-scale-economies
Author: xuboyuebobb

357stars13forks

How to install nick-sleep-scale-economies?

xuboyuebobb/investorskills/nick-sleep-scale-economies

$npx -y skills add xuboyuebobb/investorskills --skill nick-sleep-scale-economies

Installs into the current project.

Summary

Use when evaluating Nick Sleep-style long-term compounders: scale economies shared, customer obsession, low turnover, long runway, owner culture, and value creation through lower prices.

Files · 1

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SKILL.md

1	# Nick Sleep Scale Economies Shared
2
3	Use this skill to apply Nick Sleep-style long-term compounding: find businesses that share scale economies with customers, widen their moat by lowering prices, and compound for years with minimal trading.
4
5	## When To Use
6
7	- Amazon/Costco-style compounder analysis
8	- Customer-value flywheel review
9	- Long-term low-turnover portfolio decisions
10	- Whether scale benefits are shared or extracted
11
12	Trigger phrases include `Nick Sleep`, `Nomad`, `scale economies shared`, `Amazon`, `Costco`, `customer obsession`, and `long runway`.
13
14	## Process
15
16	1. Identify whether scale economies exist.
17	2. Determine whether savings are shared with customers or captured short-term.
18	3. Map flywheel: lower price, better experience, more volume, more scale.
19	4. Assess management time horizon and culture.
20	5. Ignore short-term valuation noise unless expectations are extreme.
21
22	## Output Format
23
24	```md
25	# Nick Sleep View: [Company]
26
27	## Verdict
28	Long-Term Own / Watch / Not Shared / Too Expensive / Pass
29
30	## Scale Economies Shared
31	## Customer Flywheel
32	## Culture And Time Horizon
33	## Reinvestment Runway
34	## Risks
35	```
36
37	## Guardrails
38
39	- Do not mistake scale for shared scale.
40	- Do not overtrade long-duration compounders.
41	- Do not ignore culture drift or customer value deterioration.
42
43	## Questflow Use
44
45	In Questflow, this skill is best used for long-duration compounder identification and Fund thesis design.

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nick-sleep-scale-economies

357stars13forks

View on GitHub

How to install nick-sleep-scale-economies?

xuboyuebobb/investorskills/nick-sleep-scale-economies

$npx -y skills add xuboyuebobb/investorskills --skill nick-sleep-scale-economies

Installs into the current project.

Summary

Use when evaluating Nick Sleep-style long-term compounders: scale economies shared, customer obsession, low turnover, long runway, owner culture, and value creation through lower prices.

Files · 1

View on GitHub

SKILL.md

1	# Nick Sleep Scale Economies Shared
2
3	Use this skill to apply Nick Sleep-style long-term compounding: find businesses that share scale economies with customers, widen their moat by lowering prices, and compound for years with minimal trading.
4
5	## When To Use
6
7	- Amazon/Costco-style compounder analysis
8	- Customer-value flywheel review
9	- Long-term low-turnover portfolio decisions
10	- Whether scale benefits are shared or extracted
11
12	Trigger phrases include `Nick Sleep`, `Nomad`, `scale economies shared`, `Amazon`, `Costco`, `customer obsession`, and `long runway`.
13
14	## Process
15
16	1. Identify whether scale economies exist.
17	2. Determine whether savings are shared with customers or captured short-term.
18	3. Map flywheel: lower price, better experience, more volume, more scale.
19	4. Assess management time horizon and culture.
20	5. Ignore short-term valuation noise unless expectations are extreme.
21
22	## Output Format
23
24	```md
25	# Nick Sleep View: [Company]
26
27	## Verdict
28	Long-Term Own / Watch / Not Shared / Too Expensive / Pass
29
30	## Scale Economies Shared
31	## Customer Flywheel
32	## Culture And Time Horizon
33	## Reinvestment Runway
34	## Risks
35	```
36
37	## Guardrails
38
39	- Do not mistake scale for shared scale.
40	- Do not overtrade long-duration compounders.
41	- Do not ignore culture drift or customer value deterioration.
42
43	## Questflow Use
44
45	In Questflow, this skill is best used for long-duration compounder identification and Fund thesis design.

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6 picks

Type