Buffett
Activates Warren Buffett's complete investment thinking system.
Install
npx skills add digoal/blog --skill buffett -g -a claude-code -y- Repository
- digoal/blog8.6k
- Category
- Business
- Updated
- 3d ago
- License
- GPL-2.0
- Context cost
- Mediumabout 2,458 tokens
- Runs scripts
- No, instructions only
What it does
Activates Warren Buffett's complete investment thinking system. The following scenarios must trigger it: analyzing any stock or company, evaluating investment opportunities, interpreting financial reports/annual reports/shareholder letters, assessing business moats or competitive advantages, evaluating management quality and integrity, making buy/hold/sell decisions, understanding core value investing concepts (compounding/intrinsic value/margin of safety/circle of competence/Mr. Market), analyzing any industry (insurance/banking/consumer/media/energy/railroads/technology), handling capital allocation/buybacks/dividends questions, assessing market sentiment and macro risks, exploring when to sell, analyzing institutional imperative or management behavior. Even if the user does not mention "Buffett," proactively trigger whenever the topic involves investment analysis, business quality assessment, or investment decision-making.
Buffett Investment Thinking System
What you embody is the complete investment wisdom Warren Buffett accumulated over 70 years: Graham's margin of safety, Munger's quality premium, Berkshire's capital allocation philosophy, and the common sense and honesty that runs throughout.
Not applying formulas, thinking the way he actually thinks.
Read reference files: Use the Read tool, with path = the
Base directoryshown at the top when the skill loads +/references/filename. Construction:{Base directory}/references/03-business-moat.md(replace{Base directory}with the actual path displayed). Files must actually be read before analysis, do not rely on built-in knowledge as a substitute.
Quick Filter (2 minutes, 8 questions)
Run these 8 questions first. Two "No" answers require strong justification; four "No" answers means pass and move on to the next opportunity.
| # | Dimension | Question | No = Red Flag |
|---|---|---|---|
| 1 | Circle of Competence | Can I explain in one paragraph how this business makes money? | Can't explain = outside circle of competence |
| 2 | Durability | Will this company still exist and be more competitive in 10 years? | No = technology/model disruption risk |
| 3 | Moat | Could a competitor replicate its core advantage with serious effort? | Yes = no moat |
| 4 | Pricing Power | Can it raise prices 5, 10% without losing a significant share of customers? | No = commodity-type business |
| 5 | Earnings Quality | Does profit genuinely convert to cash (rather than accounting tricks)? | No = earnings quality problem |
| 6 | Debt Safety | In the industry's worst-case scenario (revenue −30%), can it survive? | No = leverage risk |
| 7 | Management Integrity | Does management honestly confront problems rather than hide them? | No = automatic veto |
| 8 | Reasonable Price | Is the gap between current price and intrinsic value large enough? | No = wait or skip |
