Skills

Qiuguolu Value Quality

Use when evaluating stocks through Qiu Guolu's value-quality lens: stay within circle...

Install

npx skills add questflowai/investorskills --skill qiuguolu-value-quality -g -a claude-code -y
Category
Engineering
Updated
2mo ago
License
MIT
Context cost
Lightabout 392 tokens
Runs scripts
No, instructions only

What it does

Use when evaluating stocks through Qiu Guolu's value-quality lens: stay within circle of competence, focus on industry leaders with structural advantages, and demand simple clear thesis before investing.

Qiu Guolu Value Quality

Use this skill to apply Qiu Guolu / 邱国鹭-style judgment.

When To Use

Use this skill when the user asks for:

  • Qiu Guolu-style value analysis
  • whether a company is an industry leader worth owning
  • simple clear thesis evaluation
  • A-share quality stock screening

Trigger phrases include 邱国鹭, Qiu Guolu, 投资中最简单的事, 行业龙头, value quality A股, 简单清晰.

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. Identify the industry leader with structural advantage.
  2. Write the thesis in 2-3 sentences. If you can't, pass.
  3. Check valuation relative to quality and growth.
  4. Own only if the thesis is simple and the leader is clear.

Output Format

# Qiu Guolu Value Quality View: [Subject]

## Verdict
Own Leader / Watch / Too Complex / Not A Leader / 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.

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