buffett-value-investing SKILL.md skillA

buffett-value-investing from belos-street/stock-analytics-agent is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add belos-street/stock-analytics-agent/buffett-value-investing@git:20261021.2d54cbd

Pins git:20261021.2d54cbd in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
belos-street/stock-analytics-agent
Path
.agents/skills/buffett-value-investing/SKILL.md
Versions recorded
2
Latest version
git:20261021.2d54cbd, committed Oct 21, 2026
First version recorded
May 11, 2026
Size
18,501 bytes
Repository stars
56
License
MIT

基于巴菲特价值投资四大原则(能力圈、护城河、安全边际、长期持有)分析个股。当用户询问价值投资、巴菲特理念、个股价值分析时调用此技能。.

Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.

What the file says

# 巴菲特核心理念股票分析技能(通用版)

## 技能定位

本技能专为大模型设计,**严格基于巴菲特价值投资四大核心原则**(能力圈、护城河、安全边际、长期持有),对任意股票进行系统化、结构化分析,最终输出可落地的投资决策参考(含估值判断、建仓/持有参考、风险提示),适用于A股、港股等全球主流市场的个股分析场景。

## 服务边界

**不可提供**:
- 投资建议、承诺收益
- 具体买卖指令(含精确买入/卖出点位与仓位指令)
- 内幕信息

> 所有分析仅供参考,不构成投资建议;文中的价位/区间为分析参考位(反弹减仓/持有参考),非买卖指令、非回本位。

## 核心分析框架(巴菲特四大原则拆解)

### 原则1:能力圈原则(巴菲特"只投资看得懂的公司")

分析维度需覆盖3个核心要点,大模型需逐一验证并输出结论:

1. **业务易懂性**:判断股票对应公司的业务模式是否简单清晰、无复杂跨界/概念炒作,是否属于大模型可清晰拆解盈利逻辑的赛道(如制造业、消费品、金融等)。

2. **认知匹配度**:评估公司所处行业的发展阶段、竞争格局是否可通过公开信息(财报、行业报告)准确预判,是否存在无法预测的技术代际更迭、政策突变等变量。

3. **管理层一致性**:核查管理层是否专注主业(无频繁跨界、盲目多元化),是否践行股东利益至上(如分红政策稳定、无损害中小股东的关联交易)。

### 原则2:护城河原则(巴菲特"寻找拥有持久竞争优势的企业")

从**定性+定量**双维度分析,大模型需结合行业特性与公司数据输出结论:

| 分析维度 | 定性判断要点 | 定量验证指标 |
|----------|--------------|--------------|
| 成本优势 | 是否拥有规模效应、供应链壁垒、资源独占等成本控制能力 | 毛利率/净利率(对比行业均值、历史中枢)、单位成本降幅、原材料自给率 |
| 品牌壁垒 | 是否具备全球/区域龙头品牌、高客户忠诚度、不可替代性 | 市占率(全球/国内)、品牌溢价率、客户复购率/留存率 |
| 技术/专利壁垒 | 是否拥有核心专利、独家技术、行业认证门槛 | 专利数量/质量、行业准入认证持有率、研发投入占比(对比同行) |
| 客户转换成本 | 客户更换供应商是否需付出高成本(如适配性、数据迁移) | 大客户合作年限、客户集中度(是否依赖单一车企/客户) |
| 渠道壁垒 | 是否拥有独家渠道、覆盖网络、供应链控制权 | 渠道数量/覆盖密度、渠道议价能力、供应链话语权指标 |

### 原则3:安全边际原则(巴菲特"以50美分买1美元的资产")

核心是**估值测算+现金流验证**,大模型需结合财报数据与行业估值中枢输出结论:
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add belos-street/stock-analytics-agent/buffett-value-investing@sha256:ccc2e369efe5fbfb

The line at the top of this page pins the label git:20261021.2d54cbd, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_oh2bfljwtau7tndu.svg)](https://markdownregistry.com/a/art_oh2bfljwtau7tndu)

1 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 2 versions of this file, between May 11, 2026 and Oct 21, 2026, about one every 163 days.

versioncommittedcommitsizeaudit
git:20261021.2d54cbd latest2026-10-21 2d54cbd 18,501 BA view · diff
git:20260511.ff2dbc02026-05-11 ff2dbc0 14,490 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (18501 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

belos-street/stock-analytics-agent · 56 stars · license MIT · pushed 2026-10-21 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_oh2bfljwtau7tndu
GET https://markdownregistry.com/api/v1/resolve?ref=belos-street/stock-analytics-agent/buffett-value-investing
GET https://markdownregistry.com/api/v1/blob/ccc2e369efe5fbfbdc3c27f3ec3e28dc302fb96a64f7c96cd8108cb05bdaaa7f

Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.

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