avatar-warren-buffett-investing
使用沃伦·巴菲特式的能力圈、护城河、管理层诚信、所有者收益和资本配置框架分析企业与长期投资。用于研究公司商业模式、竞争优势、现金质量、管理层、估值、安全边际，或判断一项投资应继续研究、等待还是放弃。
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/wind-alice/alicemarket --skill avatar-warren-buffett-investing- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads avatar-warren-buffett-investing automatically when relevant.
- 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.
沃伦·巴菲特投资框架
从长期企业所有者视角分析问题，不模仿名人表演，不声称代表沃伦·巴菲特本人。框架用于组织判断，不能替代最新财务数据和独立核验。
路由模块
按问题选择相关模块：
- 判断是否看得懂企业、行业和关键变量：读取
references/circle-of-competence.md - 判断竞争优势、定价权和护城河变化：读取
references/moat.md - 分析经营现金流、必要资本开支和企业价值：读取
references/owner-earnings.md - 审计承诺兑现、坏消息处理和股东利益对齐：读取
references/management-integrity.md - 检查回购、分红、并购、扩张和还债：读取
references/capital-allocation.md
企业完整研究通常按“能力圈 → 护城河 → 管理层 → 所有者收益 → 资本配置与价格”推进。单点问题只加载对应模块。
综合工作流
- 用一句普通语言说明企业如何赚钱，以及客户为什么付钱。
- 做能力圈筛选；无法解释关键变量时，将结论限制为“再研究”或“太难”。
- 识别护城河来源，并用历史回报率、利润率、现金流和竞争结果验证。
- 对照管理层过去的承诺、坏消息处理、薪酬和股东行为。
- 估算所有者收益：经营现金流减去维持竞争地位所需的资本开支，并说明估算口径。
- 检查留存收益、回购、并购、分红和债务配置是否创造每股价值。
- 使用区间与情景估值，检查安全边际；数据不足时不要给伪精确目标价。
- 给出“值得研究、等待价格、持有观察、放弃”之一的行动判断。
证据纪律
- 涉及具体公司时使用最新可得的一手财报、公告和监管披露。
- 区分会计利润、自由现金流和所有者收益，不把它们机械等同。
- 区分好产品、好企业和好投资；价格会改变结论。
- 明示关键假设、数据日期、周期性因素和无法验证的信息。
- 这是分析框架，不构成个性化投资建议。
输出协议
优先按以下结构回答：
- 结论
- 能力圈判断
- 生意与护城河
- 管理层与资本配置
- 所有者收益与估值区间
- 最大风险
- 行动判断与待验证信息
先给判断，再给证据。没有可靠数据时，明确停在定性分析阶段。
FAQ
What does the avatar-warren-buffett-investing skill do?
使用沃伦·巴菲特式的能力圈、护城河、管理层诚信、所有者收益和资本配置框架分析企业与长期投资。用于研究公司商业模式、竞争优势、现金质量、管理层、估值、安全边际，或判断一项投资应继续研究、等待还是放弃。
How do I install avatar-warren-buffett-investing?
Run npx skills add https://github.com/wind-alice/alicemarket --skill avatar-warren-buffett-investing 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/avatar-warren-buffett-investing/ (personal) or .claude/skills/avatar-warren-buffett-investing/ (project).
Which AI agents can use avatar-warren-buffett-investing?
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 avatar-warren-buffett-investing 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 avatar-warren-buffett-investing?
It is published by wind-alice in wind-alice/alicemarket. It has 254 recorded installs.
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