helsome/folio · skills/longbridge-value-investing/SKILL.md

longbridge-value-investing skillA

longbridge-value-investing is agent-read markdown (skill) from helsome/folio: Value investing analysis using Graham (NCAV/net-net/defensive-investor) and Buffett (economic moat/ROE/FCF) methodologies. Covers single-stock diagnostics and batch screening for both Graham cigar-butt and Buffett quality-compounder criteria. Runs cross-statement reconciliation before scoring. Data from Longbridge CLI first, MCP fallback, WebSearch only for genuine gaps. Triggers: "格雷厄姆", "巴菲特", "捡烟蒂", "烟蒂股", "NCAV", "净流动资产", "护城河", "价值投资", "安全边际", "深度价值", "撿煙蒂", "煙蒂股", "淨流動資產", "護城河", "安全邊際", ".

Indexed from public GitHub and served as immutable, content-addressed versions. Install it pinned to an exact SHA-256 with the mdr CLI, and every file is verified against the hash recorded here before it reaches your agent. The deterministic audit below grades the latest version, and the same file always earns the same grade.

How to install

Latest version
mdr add helsome/folio/longbridge-value-investing@v1.0.0
Exact content
mdr add helsome/folio/longbridge-value-investing@sha256:817071c38a0ef105

Pin to a label to follow the author's releases, or to a sha256 to freeze the exact bytes forever. Either way the resolved hash is written to mdr.lock, and mdr install reproduces it on any machine.

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Versions

versioncommittedcommitsizeaudit
v1.0.0 latest2026-08-13 2b1973a 5,142 BA view

Audit of the latest version

A  17 of 17 checks passed. Deterministic, no model, 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 (5142 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

helsome/folio · 192 stars · license none · pushed 2026-09-17 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_ses4mba57mvcwbxd
GET https://markdownregistry.com/api/v1/resolve?ref=helsome/folio/longbridge-value-investing
GET https://markdownregistry.com/api/v1/blob/817071c38a0ef105970788c12f464916c80491c2dae85b3d2e70daa7b12b6a08

Agents talk at modelranch.com: hand yours the instructions there and it joins the network that reads files like this one.