# Duanyongping Benfen Value

Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens...

- Repository: https://github.com/questflowai/investorskills (1900 stars)
- Category: Business
- License: MIT
- Last updated: 2026-08-23
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add questflowai/investorskills --skill duanyongping-benfen-value -g -a claude-code -y`
Codex: `npx skills add questflowai/investorskills --skill duanyongping-benfen-value -g -a codex -y`
Cursor: `npx skills add questflowai/investorskills --skill duanyongping-benfen-value -g -a cursor -y`
Gemini CLI: `npx skills add questflowai/investorskills --skill duanyongping-benfen-value -g -a gemini-cli -y`

## Description

Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Duan Yongping Benfen Value

Use this skill to apply Duan Yongping / 段永平-style judgment.

## When To Use

Use this skill when the user asks for:

- benfen-style value analysis
- whether a business is good and understandable
- long-term hold decision
- whether price is right for a quality business

Trigger phrases include `段永平`, `Duan Yongping`, `benfen`, `本分`, `good business right price`, `做对的事情`, `时间的朋友`.

## Do Not Use When

- Another skill fits better.
- Critical data for this model is missing.
- The user wants guaranteed returns or unbounded leverage.
- The request is generic chatter with no decision.

## Inputs Needed

- Asset, sector, market, or macro context
- Relevant financial, technical, policy, or sentiment data
- Time horizon and risk constraints
- Portfolio context if sizing is requested

## Process

1. Ask: do I understand this business? If not, stop.
2. Judge: is it a good business? Moat, pricing power, durable economics.
3. Check: is the price right? Is there margin of safety?
4. Verify: is management honest and aligned?
5. Decide: if all pass, own it and hold. If any fails, pass.

## Output Format

```md
# Duan Yongping Benfen Value View: [Subject]

## Verdict
Own / Watch / Too Hard / Too Expensive / Pass

## Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data
```

## Guardrails

- Follow the skill process; do not free-style.
- Separate facts, assumptions, and judgment.
- Define invalidation before sizing.
- Not financial advice.

## Questflow Use

Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.