moat_strength_review_skill SKILL.md skillA
moat_strength_review_skill from wind-alice/alicemarket is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add wind-alice/alicemarket/moat_strength_review_skill@git:20260519.104b3aaPins git:20260519.104b3aa in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- wind-alice/alicemarket
- Path
skills/moat_strength_review_skill/SKILL.md- Versions recorded
- 4
- Latest version
- git:20260519.104b3aa, committed May 19, 2026
- First version recorded
- May 13, 2026
- Size
- 4,566 bytes
- Repository stars
- 153
- License
- none declared
评估公司竞争优势的来源、强度、可持续性与削弱风险，判断护城河是否真实存在并能转化为回报。适用于长线票初筛、优质公司研究、竞争壁垒判断等场景。.
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
# Moat Strength Review Skill ## 数据依赖与执行前置条件 推荐使用万得 `wind-mcp-skill` 获取底层数据。执行前先检查本地是否已有 `wind-mcp-skill`；若没有，提示用户安装： ```bash # GitHub npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y # Gitee 镜像（国内） npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y ``` ## 技能定位 本技能用于判断一家公司是否具备可持续竞争优势，以及这种优势是否足够深、足够稳、足够能转化为长期回报。输出重点不是给公司贴“好公司”标签，而是拆清护城河来自哪里、证据是否扎实、在什么情况下会被削弱。 ## 执行流程 ### Step 1：明确要验证的护城河命题 先把“护城河”说具体。常见命题包括： - 成本优势是否足以长期压制同行 - 品牌、渠道或客户关系是否形成进入门槛 - 技术、专利、标准或生态是否构成锁定 - 网络效应、规模效应或牌照资源是否具备持续性 如果只是短期领先而非结构性优势，应避免直接定义为护城河。 ### Step 2：识别优势来源与作用机制 逐项拆解公司竞争优势的来源，并说明其作用路径： - 它究竟如何帮助公司获取客户、维持价格、提高利润率或稳住份额 - 它影响的是收入端、成本端还是资本回报端 - 这种优势是行业共性，还是公司特有 这一阶段要把“听起来很强”转化为“如何产生经济结果”。 ### Step 3：寻找可验证证据 围绕竞争优势搜集可验证的证据，例如： - 市场份额与份额变化 - 毛利率、费用率、回报率等长期表现 - 客户粘性、复购率、切换成本或渠道掌控力 - 行业内对手结构与进入难度 重点不是证据越多越好，而是证据是否能证明优势真实存在并持续发挥作用。 ### Step 4：评估持续性与削弱力量 分析护城河能否持续，重点观察： - 技术替代与商业模式替代风险 - 监管与政策变化 - 上下游议价结构改变 - 新进入者、跨界者或价格战冲击 只有经得起反向审视的优势，才值得被视为长期护城河。 ### Step 5：判断优势是否能转化为股东回报 即使有竞争优势，也不一定意味着投资回报好。要进一步判断： - 优势是否体现为更高利润率或更稳回报 - 管理层是否能把优势转化为合理资本配置 - 当前估值是否已过度透支这份优势 这一步帮助区分“好公司”和“好股票”。 ### Step 6：给出护城河等级与跟踪信号 最终输出应回答： …
Read the whole file at its exact version.
How to install
mdr add wind-alice/alicemarket/moat_strength_review_skill@sha256:382e434f50b28d85The line at the top of this page pins the label git:20260519.104b3aa, 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.
[](https://markdownregistry.com/a/art_ql7dzknadxe6mwrr)
4 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 4 versions of this file, between May 13, 2026 and May 19, 2026, about one every 2 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260519.104b3aa latest | 2026-05-19 | 104b3aa | 4,566 B | A | view · diff |
| git:20260518.6dd89eb | 2026-05-18 | 6dd89eb | 4,298 B | A | view · diff |
| git:20260514.5ec04f5 | 2026-05-14 | 5ec04f5 | 5,451 B | A | view · diff |
| git:20260513.e0daa30 | 2026-05-13 | e0daa30 | 4,230 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (4566 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
wind-alice/alicemarket · 153 stars · license none declared · pushed 2026-10-30 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_ql7dzknadxe6mwrr GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/moat_strength_review_skill GET https://markdownregistry.com/api/v1/blob/382e434f50b28d855933c853259be1e2a4b093667014d37ad8265b00ea08e2cf
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.