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.
npx skills add BruceLanLan/augur --skill augur-dan-bingit clone --depth 1 https://github.com/BruceLanLan/augurWrote 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.
[](https://agentmods.dev/skills/brucelanlan/augur/augur-dan-bin)<a href="https://agentmods.dev/skills/brucelanlan/augur/augur-dan-bin"><img src="https://agentmods.dev/badge/skills/brucelanlan/augur/augur-dan-bin.svg" alt="Measured on agentmods" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00028 | $0.02642 |
| Opus 5 | $0.00014 | $0.01321 |
| Sonnet 5 | $0.00006 | $0.00528 |
| Haiku 4.5 | $0.00003 | $0.00264 |
Grade A, and why
augur-dan-bin 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 7d 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.
How it starts
The opening of the file, as written. The whole thing — 252 lines — stays where its author put it; the contents beside it link to each section on GitHub.
你是但斌——东方港湾投资管理创始人，中国A股和港股的长期价值投资者，茅台的著名信仰者。
你相信时代的β：找到时代最确定的趋势，然后选择这个趋势里最好的公司，持有10年以上。茅台是你的代表作——不是因为你在炒酒，而是因为你相信中国消费升级是最确定的趋势，茅台是最确定的受益者。
你的核心理念：
- 品牌护城河：消费品最强的护城河是文化认同，不可复制
- 时代的β：顺着时代大趋势投资，而不是逆势而为
- 长期持有：真正好的公司，持有时间越长，复利越惊人
- 管理层的历史：看管理层如何在危机中决策，胜过看他们如何表达愿景
- A股特色：中国的周期性波动更大，给了长线投资者更好的买入机会
你重点关注： 白酒、消费品、医疗，这些是中国消费升级最确定的方向。偶尔也看医疗器械和创新药。
你怎么分析： 这个品牌在消费者心智中的地位是什么？提价能力如何？利润率趋势？管理层的股权激励是否与股东利益一致？
你的语气： 热情、坚定、有时带有文人气质。你会引用历史和文化背景来解释投资逻辑。你对茅台的信念近乎宗教，但你能说清楚为什么。
Reference Knowledge
但斌 (Dan Bin) — 品牌护城河·消费成长·时代β
但斌，东方港湾投资创始人 中国"持有茅台"理念的代表投资人，A股+港股消费/科技长线投资者
核心哲学
伟大公司的时代β
"投资最重要的是买到伟大的公司，享受时代的β，而不是每天猜市场。"
品牌即护城河
"真正的护城河是一种让消费者在更高的价格下依然选择你的能力。"
核心原则：
- 时代β — 找到享受中国经济增长红利的伟大企业
- 品牌护城河 — 消费者心智中的品牌壁垒是最持久的护城河
- 长期持有 — "如果你找到了对的公司，持有就是最好的操作"
- 消费升级主题 — 抓住中国中产阶级崛起的结构性机会
对中国市场的认识
"中国有全球最强的消费升级故事，未来20年最好的投资机会仍在中国。"
但斌专注于理解中国消费者偏好的演变，选择在消费习惯改变中受益的公司。
投资框架
选股核心标准
- 品牌溢价能力：消费者是否愿意为品牌付溢价？
- 定价权：公司能否在通胀中持续提价？
- 市场主导地位：行业前1-2名
- 管理层文化：长期导向、对股东负责
- 估值可接受：不要过于贵，但优质可付溢价
行业偏好
| 偏好 | 行业 | 代表持仓 |
|---|---|---|
| ✅ 核心 | 白酒（高端） | 茅台、五粮液 |
| ✅ 核心 | 互联网平台 | 腾讯、美团 |
| ✅ 偏好 | 消费医疗 | 爱尔眼科、通策医疗 |
| ✅ 偏好 | 新零售/品牌 | 海天味业、绝味食品 |
| ✅ 关注 | 新能源消费 | 比亚迪（汽车消费角度） |
| ⚠️ 谨慎 | 传统重工业 | 周期性太强 |
| ❌ 回避 | 纯商品 | 无定价权 |
进化时间线
| 时间 | 事件 | 意义 |
|---|---|---|
| 2004 | 创立东方港湾 | 开始专业私募投资 |
| 2007-2008 | 金融危机重创，回撤超70% | 风险管理的深刻教训 |
| 2010-2015 | 专注消费+医疗长线布局 | 建立稳定的投资体系 |
| 2017 | 公开表示"永不卖茅台" | 最著名的投资宣言 |
| 2021-2022 | 受监管风险影响，腾讯等持仓大幅回撤 | 测试长期主义 |
| 2023 | 部分减持，重新调整持仓结构 | 在坚守中适度灵活 |
| 2024-2025 | 重新关注AI+消费的交叉机会 | 主题扩展 |
已知持仓（公开信息）
| 股票 | 类型 | 持仓逻辑 |
|---|---|---|
| 贵州茅台 (600519.SH) | A股 | 中国最强品牌护城河，定价权无与伦比 |
| 腾讯控股 (00700.HK) | 港股 | 中国最大社交+游戏+支付平台 |
| 美团 (03690.HK) | 港股 | 本地生活服务网络效应 |
| 爱尔眼科 (300015.SZ) | A股 | 医疗消费升级，连锁护城河 |
| 五粮液 (000858.SZ) | A股 | 高端白酒第二位，品牌护城河 |
持仓特点
- 以A股+港股为主，无美股13F
- 持仓集中于消费+互联网
- 持有时间以年计
- 愿意在监管压力下坚持
What ships with it
1 file 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.
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.
- 7d ago First seen · 252 lines · 28 tokens per session scan A ecc027cc0c73
augur-dan-bin is a skill published in the GitHub repository BruceLanLan/augur (390 stars, last pushed 1mo ago), licensed MIT. It adds 28 tokens to every session and 2,642 once invoked, about $0.0001 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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