MCPInstall

business-picker

用户在分析股票或投资机会时,需要用"买企业"而非"买股票"的视角来评估。 语言信号:"这只股票技术面怎么样"/"股价会涨吗"/"应该买什么股票" 不适用于:纯粹的企业经营管理问题(不涉及估值时)。

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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/kangarooking/buffett-letters-skill --skill business-picker
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads business-picker automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

做生意不做股票

R — 原文 (Reading)

"We think of ourselves as business analysts — not as market analysts, not as macroeconomic analysts, and not even as security analysts." (1987) "Charlie and I are not stock-pickers; we are business-pickers." (2021)

I — 方法论骨架

买股票 = 买企业的一部分,应该用买整个企业相同的标准评估:

  • 关注企业的经济特征(护城河/定价权/管理层),而非股价走势
  • 关注长期现金流创造能力,而非季度盈利波动
  • 不预测市场方向,只分析企业质量
  • 持有期限以"年"计,以"天"计的是交易不是投资

A1 — 书中的应用

案例: Apple投资

  • 问题: 如何在科技行业做价值投资?
  • 使用: 把Apple当作企业而非股票——评估其生态系统锁定效应、用户忠诚度、现金流
  • 结果: 5.55%股权,伯克希尔享有的Apple收益($56亿)远超收到的股息($7.85亿)

A2 — 触发场景

  1. 用户问"这只股票会不会涨"——应转向"这个企业好不好"
  2. 用户在看K线图或技术指标——应转向看财报和商业模式
  3. 用户关注"市场情绪"而非"企业分析"
  4. 用户纠结短期股价波动

语言信号

  • "这只股票会涨吗?"
  • "技术面怎么样?"
  • "股价到支撑位了"
  • "今天跌了X%,要不要卖?"

与相邻 skill 的区分

  • 与 mr-market 的区别:市场先生关注如何对待价格波动,做生意关注根本不看价格只看企业

E — 可执行步骤

  1. 假设你要买整个公司——用评估私有企业相同的标准

    • 完成标准:写出一页"如果这家公司是非上市的,你愿意出多少钱买"
  2. 评估三个核心维度

    • 经济特征(护城河宽度)
    • 管理层质量(诚信+能力)
    • 价格与价值的关系
    • 完成标准:每个维度有具体证据支持
  3. 忽略所有市场噪音(股价走势/分析师评级/市场情绪)

    • 完成标准:决策文档中不包含任何价格走势相关的内容

B — 边界

  • 需要能力圈——不是所有企业你都能分析
  • 非上市企业没有流动性,不能简单类比
  • 作者盲点:巴菲特可以影响企业决策(控股/董事席位),散户不能

相关 skills (阶段 3 填充)

  • depends-on: circle-of-competence, economic-moat
  • composes-with: aesop-three-questions, look-through-earnings

审计信息

  • 验证通过: V1 ✓ / V2 ✓ / V3 ✓
  • 蒸馏时间: 2026-04-16

FAQ

What does the business-picker skill do?

用户在分析股票或投资机会时,需要用"买企业"而非"买股票"的视角来评估。 语言信号:"这只股票技术面怎么样"/"股价会涨吗"/"应该买什么股票" 不适用于:纯粹的企业经营管理问题(不涉及估值时)。

How do I install business-picker?

Run npx skills add https://github.com/kangarooking/buffett-letters-skill --skill business-picker in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/business-picker/ (personal) or .claude/skills/business-picker/ (project).

Which AI agents can use business-picker?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is business-picker safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains business-picker?

It is published by kangarooking in kangarooking/buffett-letters-skill. It has 56 recorded installs.

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