qiuguolu-value-quality

Name: qiuguolu-value-quality
Author: xuboyuebobb

357stars13forks

How to install qiuguolu-value-quality?

xuboyuebobb/investorskills/qiuguolu-value-quality

$npx -y skills add xuboyuebobb/investorskills --skill qiuguolu-value-quality

Installs into the current project.

Summary

Use when evaluating stocks through Qiu Guolu's value-quality lens: stay within circle of competence, focus on industry leaders with structural advantages, and demand simple clear thesis before investing.

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SKILL.md

1	# Qiu Guolu Value Quality
2
3	Use this skill to apply Qiu Guolu / 邱国鹭-style judgment.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- Qiu Guolu-style value analysis
10	- whether a company is an industry leader worth owning
11	- simple clear thesis evaluation
12	- A-share quality stock screening
13
14	Trigger phrases include `邱国鹭`, `Qiu Guolu`, `投资中最简单的事`, `行业龙头`, `value quality A股`, `简单清晰`.
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 the industry leader with structural advantage.
33	2. Write the thesis in 2-3 sentences. If you can't, pass.
34	3. Check valuation relative to quality and growth.
35	4. Own only if the thesis is simple and the leader is clear.
36
37	## Output Format
38
39	```md
40	# Qiu Guolu Value Quality View: [Subject]
41
42	## Verdict
43	Own Leader / Watch / Too Complex / Not A Leader / 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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qiuguolu-value-quality

357stars13forks

View on GitHub

How to install qiuguolu-value-quality?

xuboyuebobb/investorskills/qiuguolu-value-quality

$npx -y skills add xuboyuebobb/investorskills --skill qiuguolu-value-quality

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# Qiu Guolu Value Quality
2
3	Use this skill to apply Qiu Guolu / 邱国鹭-style judgment.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- Qiu Guolu-style value analysis
10	- whether a company is an industry leader worth owning
11	- simple clear thesis evaluation
12	- A-share quality stock screening
13
14	Trigger phrases include `邱国鹭`, `Qiu Guolu`, `投资中最简单的事`, `行业龙头`, `value quality A股`, `简单清晰`.
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 the industry leader with structural advantage.
33	2. Write the thesis in 2-3 sentences. If you can't, pass.
34	3. Check valuation relative to quality and growth.
35	4. Own only if the thesis is simple and the leader is clear.
36
37	## Output Format
38
39	```md
40	# Qiu Guolu Value Quality View: [Subject]
41
42	## Verdict
43	Own Leader / Watch / Too Complex / Not A Leader / 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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