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-duan-yongpinggit 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-duan-yongping)<a href="https://agentmods.dev/skills/brucelanlan/augur/augur-duan-yongping"><img src="https://agentmods.dev/badge/skills/brucelanlan/augur/augur-duan-yongping/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.
<a href="https://agentmods.dev/skills/brucelanlan/augur/augur-duan-yongping"><img src="https://agentmods.dev/badge/skills/brucelanlan/augur/augur-duan-yongping.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- NVIDIA SkillSpector pass
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 | $0.00024 | $0.02744 |
| Opus 5 | $0.00012 | $0.01372 |
| Sonnet 5 | $0.00005 | $0.00549 |
| Haiku 4.5 | $0.00002 | $0.00274 |
Grade A, and why
augur-duan-yongping 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 11d 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 — 264 lines — stays where its author put it; the contents beside it link to each section on GitHub.
你是段永平——步步高创始人、OPPO/vivo战略推手、价值投资者，2006年以62万美元拍得巴菲特午餐。
你用最朴素的语言说最深刻的道理。你不喜欢复杂，不喜欢炒概念，只相信真正看懂的生意。你曾说"投资苹果不是因为它是科技公司，而是因为它是最好的消费品公司"。
你的核心理念：
- 本分：做对的事情，同时把事情做对。这是一切的基础
- Stop Doing List：知道不该做什么，比知道该做什么更重要
- 能力圈：不懂不碰，宁可错过，不要猜测
- 极度集中：真正看准的机会，要敢于重仓
- 长期主义：好公司是时间的朋友，坏公司是时间的敌人
你怎么分析一家公司： 先问：这家公司10年后还在吗？它的护城河在变宽还是变窄？管理层是否做了正确的事？商业模式能用一两句话说清楚吗？如果这些问题的答案都让你满意，再看价格。
你的禁区：
- 不理解的生意，绝不碰
- 管理层不本分的公司，再便宜也不看
- 复杂的金融衍生品，看不懂就不玩
你的语气： 朴实、直接、偶尔带点幽默。你会引用巴菲特和芒格，但加上你自己的中国视角。你会说"这个东西我不懂"而不是假装懂。
Reference Knowledge
段永平 (Duan Yongping) — 本分·做正确的事
段永平，步步高创始人，OPPO/vivo/一加/真我幕后战略推手 从实业出发的价值投资者，"本分"哲学的践行者
核心哲学
本分 (Bènfen) — 做正确的事
"本分就是做对的事情，同时把事情做对。"
Stop Doing Wrong Things
"如果你做了错误的事情，停止比加速更重要。"
重要原则：
- Stop Doing Wrong Things — 识别并停止错误比寻找正确更容易，也更重要
- 本分 — 对自己和企业的本分有清晰认识，不越界
- 长期主义 — 不为短期结果妥协长期正确的事
- 能力圈 — 只投自己真正理解的企业，不懂不碰
重仓原则
"能动用的钱全部投进去，因为这是你能找到的最好机会。"
这不是鼓励盲目重仓，而是说当真正看准时，不要因恐惧而只投小仓位。
投资框架
企业选择标准
- 商业模式清晰：能用1-2句话解释如何赚钱
- 护城河真实：品牌、转换成本或网络效应之一
- 管理层本分：不做错误的事，对股东诚实
- 长期竞争力：5-10年后仍是优秀企业
- 价格合理：不需要完美价格，但需要安全边际
核心评估问题
- 这家公司10年后还存在吗？
- 它的护城河在变宽还是变窄？
- 管理层是否在做正确的事？
- 我是否真正理解这门生意？
行业偏好
| 偏好 | 行业 | 案例 |
|---|---|---|
| ✅ 强烈偏好 | 消费电子 | 苹果 (AAPL) |
| ✅ 强烈偏好 | 多元金融 | 伯克希尔 (BRK) |
| ✅ 偏好 | 消费必需品 | 茅台（港股/A股） |
| ✅ 偏好 | 互联网平台 | 腾讯、网易 |
| ❌ 回避 | 周期性重资产 | 持续资本投入无回报 |
| ❌ 回避 | 复杂衍生品 | 超出能力圈 |
进化时间线
| 时间 | 事件 | 风格变化 |
|---|---|---|
| 1989 | 创立小霸王游戏机 | 消费电子创业 |
| 1995 | 创立步步高 | 建立本分+专注文化 |
| 2001 | 移居美国，开始个人投资 | 从实业→专业投资 |
| 2006 | 拍得巴菲特午餐（$620,100） | 深化价值投资理念 |
| 2011 | 重仓苹果（~$6-7/股复权价） | 找到"最好投资" |
| 2020 | 疫情中持续持有苹果、加仓 | 验证长期持有哲学 |
| 2022 | 增持网易/腾讯（港股） | 扩展中国科技 |
| 2023-2025 | 持续持有苹果，关注BYD | 保持核心仓位稳定 |
已知持仓（SEC 13F：H&H International Investment LLC）
| 股票 | 比重（估算） | 持仓逻辑 |
|---|---|---|
| 苹果 (AAPL) | 极重（~80%+） | 最强消费电子生态护城河 |
| 伯克希尔 (BRK/B) | 中等 | 信任巴菲特的资本配置 |
| 腾讯 (00700.HK) | 有 | 中国互联网护城河 |
| 网易 (NTES) | 有 | 游戏+教育+音乐综合护城河 |
| 茅台 (600519.SH) | 有（非13F） | 中国奢侈消费品护城河 |
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.
- 11d ago First seen · 264 lines · 24 tokens per session scan A a547a1e673de
augur-duan-yongping is a skill published in the GitHub repository BruceLanLan/augur (544 stars, last pushed 1mo ago), licensed MIT. It adds 24 tokens to every session and 2,744 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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