Skills

Quality Screen

AI Berkshire skill: 去劣筛选:7条指标快速排除非一流公司.

Install

npx skills add xbtlin/ai-berkshire --skill quality-screen -g -a claude-code -y
Repository
xbtlin/ai-berkshire17k
Category
Engineering
Updated
3d ago
License
MIT
Context cost
Lightabout 1,147 tokens
Runs scripts
No, instructions only

What it does

AI Berkshire skill: 去劣筛选:7条指标快速排除非一流公司. Source: skills/quality-screen.md.

Codex adapter note

This skill is generated from skills/quality-screen.md so Claude Code and Codex users share one canonical workflow.

  • Treat $ARGUMENTS as the user's request in the current Codex thread.
  • When the source mentions Claude-only surfaces such as Task, Agent, WebSearch, Bash, Read, or Write, use the closest Codex capability available in this session: subagents when available, web search when needed, shell commands for local tools, and normal file edits for workspace files.
  • Use shared project tools from tools/ in this repository. Prefer running commands from the repository root with paths like python3 tools/financial_rigor.py ...; if the current thread starts outside the repo, locate the actual checkout path first instead of assuming a fixed home-directory path.
  • Before starting research, run the date command to confirm today's date; treat it as the baseline for "latest" data and state the data cutoff date in the report header. Never assume the current date from training data.
  • Preserve the research quality rules from AGENTS.md: cross-check financial data, use exact arithmetic tools for valuation/math, and clearly label uncertainty and source gaps.

去劣筛选:7条指标快速排除非一流公司

对 $ARGUMENTS 执行去劣指标筛选,快速排除不符合一流公司标准的标的。

支持输入格式:

输入方式示例说明
个股腾讯, 美团, 英伟达逐家筛选
行业中国啤酒行业 全球云计算 港股运动品牌先搜索该行业主要上市公司(10-20家),再逐家筛选
市场/指数恒生指数成分股 沪深300 纳斯达克100拉取成分股列表,逐家筛选
主题中国高股息50强 全球AI算力链先搜索主题相关公司,再逐家筛选

行业/市场/主题模式下,输出额外包含:通过率统计、行业内排名、板块对比总结。

设计原则

  • 目标:不错杀任何一流好公司,但能排除确定的非一流公司
  • 逻辑:7条硬指标 + 2条豁免规则,宁可漏网不可误杀
  • 适用范围:所有上市公司(银行/保险不适用第3条利息覆盖倍数)

7条去劣指标

Read the whole SKILL.md on GitHub

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