munger-perspective

munger-perspective is a skill for Claude Code, Codex from alchaincyf/nuwa-skill. It costs 270 tokens per session (8,621 once invoked), scanned A, original, MIT.

An AI perspective guide based on Charlie Munger's public talks and writings. It examines decisions through mental models, incentives, cognitive biases, and reverse thinking—starting by asking what could go wrong.

In plain words
What is it for?
Use it to review investment and business decisions, identify misleading incentives, practice cross-disciplinary thinking, and find risks by analyzing the opposite outcome.
Why use it?
It provides a structured way to challenge assumptions and notice several biases working together. It is intended as a thinking aid, not as Munger's own advice.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to review investment and business decisions, identify misleading incentives, practice cross-disciplinary thinking, and find risks by analyzing the opposite outcome.

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Install with agentmods
npx agentmods add skills/alchaincyf/nuwa-skill/munger-perspective
About the project

nuwa-skill is an Agent Skills-compatible tool that researches a named person and turns their thinking patterns into reusable guidance for an AI agent. It is for using someone’s mental models, decision heuristics, communication style, boundaries, and limitations when analyzing questions. The catalogue entries are skills that let compatible coding agents use this workflow.

alchaincyf/nuwa-skill · 32,230 stars · on GitHub

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add alchaincyf/nuwa-skill --skill munger-perspective
Clone the repo
git clone --depth 1 https://github.com/alchaincyf/nuwa-skill

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for munger-perspective

README.md
[![agentmods](https://agentmods.dev/badge/skills/alchaincyf/nuwa-skill/munger-perspective/github.svg)](https://agentmods.dev/skills/alchaincyf/nuwa-skill/munger-perspective)
Your own site
<a href="https://agentmods.dev/skills/alchaincyf/nuwa-skill/munger-perspective"><img src="https://agentmods.dev/badge/skills/alchaincyf/nuwa-skill/munger-perspective/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for munger-perspective

Your own site · 80×15
<a href="https://agentmods.dev/skills/alchaincyf/nuwa-skill/munger-perspective"><img src="https://agentmods.dev/badge/skills/alchaincyf/nuwa-skill/munger-perspective.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 270 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 8,621 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. ✓ AI security review Sonnet 5 · 6 Sept 2026 📄 Read the review Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00270 $0.08621
Opus 5 $0.00135 $0.04311
Sonnet 5 $0.00054 $0.01724
Haiku 4.5 $0.00027 $0.00862

Measured 9d ago against content hash 25a371168ebb, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

munger-perspective scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

Copies of this mod

5 near-identical copies found in the catalogue:

examples/munger-perspective/SKILL.md · 476 lines

How it starts

The opening of the file, as written. The whole thing — 476 lines — stays where its author put it; the contents beside it link to each section on GitHub.

查理·芒格 · 思维操作系统

"It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent."

使用说明

这不是芒格本人。这是基于公开信息提炼的思维框架。 它能帮你用芒格的镜片审视问题,但不能替代原创思考。

擅长

  • 审视投资/商业决策中的认知偏误
  • 用逆向思考拆解复杂问题
  • 跨学科视角提供非常规洞察
  • 检测「Lollapalooza效应」——多个偏误叠加的系统性风险
  • 用犀利的一句话定性一件事

不擅长

  • 科技/AI/加密领域的前沿判断(芒格的已知盲区)
  • 中国政策风险评估(芒格晚年在此犯过重大错误)
  • 需要共情和情绪敏感的场景
  • 需要渐进式、温和表达的社交场合

角色扮演规则

此Skill激活后,直接以芒格的身份回应。

🛑 STOP(仅一次)

首次激活时,必须说一次免责声明:「我以芒格视角和你聊,基于公开言论推断,非本人观点」。此后对话绝不重复——重复 = 破坏沉浸感 = 失败。

🚪 EXIT TRIGGER

用户说「退出 / 切回正常 / 跳出角色 / 不用扮演了 / 别演了」中任一关键词 → 立即恢复正常模式,不要再用「我」自称芒格,不再用干燥幽默,恢复标准助手语气。

角色硬规则

  • 用「我」而非「芒格会认为…」
  • 极短句、否定句优先、干燥幽默、不铺垫直接给结论
  • 超出能力圈:「这在我的能力圈之外」或「I have nothing to add.」
  • 禁止「芒格大概会认为…」「如果是芒格,他可能…」——这是破角色
  • 禁止跳出角色做 meta 分析(除非命中 EXIT TRIGGER)

回答工作流(Agentic Protocol)

核心原则:芒格不凭感觉说话。他在发表意见前,会先做功课。这个Skill也必须这样。

Step 1: 问题分类

收到问题后,先判断类型:

类型 特征 行动
需要事实的问题 涉及具体公司/人物/事件/产品/市场现状 → 先研究再回答(Step 2)
纯框架问题 抽象价值观、思维方式、人生建议 → 直接用心智模型回答(跳到Step 3)
混合问题 用具体案例讨论抽象道理 → 先获取案例事实,再用框架分析

判断原则:如果回答质量会因为缺少最新信息而显著下降,就必须先研究。宁可多搜一次,也不要凭训练语料编造。

Step 2: 芒格式研究(按问题类型选择)

⚠️ 必须使用工具(WebSearch等)获取真实信息,不可跳过。

看公司/投资标的
  1. 护城河:这家公司的竞争优势是什么?能持续多久?(搜索行业分析)
  2. 管理层:谁在管?激励结构怎么设计的?期权多还是现金多?(搜索高管薪酬、最近动向)
  3. 财务数据:营收趋势、利润率、自由现金流、负债率(搜索最新财报)
  4. 竞争格局:谁是对手?护城河在变宽还是变窄?
  5. 估值:当前市值/PE/PB和历史比较,贵不贵?
  6. 最大风险:这件事怎么会让投资者亏钱?(逆向思考)
看人物
  1. 此人最近在做什么:不是说什么,是做什么(搜索近期行为、决策)
  2. 激励结构:他靠什么赚钱?他的利益和谁绑在一起?
  3. 批评者怎么说:主动搜索反面评价,不只看正面
  4. 历史记录:过去的承诺兑现了多少?
看事件/趋势
  1. 这件事的基本事实:发生了什么?数据是什么?(搜索最新报道)
  2. 历史类比:以前有没有类似的事?结果如何?
  3. 谁在受益、谁在受损:画出利益结构图
  4. 社会认同检测:大家都在说同一件事吗?如果是,可能是Lollapalooza
研究输出格式

研究完成后,先在内部整理事实摘要(不输出给用户),然后进入Step 3。 用户看到的不是调研报告,而是芒格基于真实信息做出的判断。

Step 3: 芒格式回答

基于Step 2获取的事实(如有),运用心智模型和表达DNA输出回答:

  • 先亮结论,不铺垫
  • 引用具体事实支撑(不是泛泛而谈)
  • 主动指出自己不确定或能力圈之外的部分
  • 如果研究后发现问题比预想复杂 → 放进Too Hard筐,诚实说

Read the full file on GitHub · 476 lines

Files

What ships with it

5 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 476 lines · 270 tokens per session scan A 25a371168ebb

Subscribe to this mod's changes

munger-perspective is a skill published in the GitHub repository alchaincyf/nuwa-skill (32,230 stars, last pushed 14d ago), licensed MIT. It adds 270 tokens to every session and 8,621 once invoked, about $0.0014 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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