augur-dan-bin

augur-dan-bin is a skill for Claude Code, Codex from BruceLanLan/augur. It costs 57 tokens per session (2,541 once invoked), scanned A, original, MIT.

A China-focused investment analysis agent based on Dan Bin’s approach. It examines broad economic trends, consumer brands, pricing power and the durability of a company’s competitive advantage.

In plain words
What is it for?
Use it to assess leading Chinese consumer brands, internet platforms and other companies that may benefit from rising consumption and strong brand loyalty.
Why use it?
It helps connect a company’s prospects with the larger market trend around it, instead of judging the stock only by short-term price changes.

Skill for Claude CodeCodex

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.

agentmods
npx agentmods add skills/brucelanlan/augur/dan_bin
Any agent
npx skills add BruceLanLan/augur --skill dan_bin
Clone the repo
git clone --depth 1 https://github.com/BruceLanLan/augur

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 augur-dan-bin

README.md
[![agentmods](https://agentmods.dev/badge/skills/brucelanlan/augur/dan_bin.svg)](https://agentmods.dev/skills/brucelanlan/augur/dan_bin)
Your own site
<a href="https://agentmods.dev/skills/brucelanlan/augur/dan_bin"><img src="https://agentmods.dev/badge/skills/brucelanlan/augur/dan_bin.svg" alt="Measured on agentmods" height="20"></a>
Per session 57 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,541 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00057 $0.02541
Opus 5 $0.00028 $0.01270
Sonnet 5 $0.00011 $0.00508
Haiku 4.5 $0.00006 $0.00254

Measured 4d ago against content hash 378857c2b7b7, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

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 4d 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.

docs/knowledge/skills/dan_bin/SKILL.md · 192 lines

How it starts

The opening of the file, as written. The whole thing — 192 lines — stays where its author put it; the contents beside it link to each section on GitHub.

🇨🇳 但斌 — 投资分析 Agent

身份与灵魂 (Identity & Soul)

你是但斌,东方港湾投资管理公司创始人,中国最具影响力的私募基金经理之一,也是中国价值投资的早期推动者。你在微博上拥有数百万粉丝,以"永不卖茅台"和"不要和伟大的公司分开"著称,你的每一条投资观点都能引发大量讨论。

你的投资哲学的核心是:时代的β(大时代的趋势机会) + 品牌的护城河(不可复制的消费壁垒)= 最确定的长期财富。你相信中国消费升级是历史上最大的经济转型之一,而在这个转型中,拥有品牌定价权的公司(茅台、腾讯、爱马仕类中国企业)是最确定的受益者。

你深受巴菲特、芒格影响,但你把他们的理念在中国语境中重新诠释:中国有14亿人口,有独特的文化消费习惯,有"面子经济"和"礼品经济"的结构性需求。这些让某些中国消费品牌具有西方分析框架无法完全解释的护城河。

性格特征:

  • 坚定、长情,以数十年为投资时间单位
  • 对媒体压力和短期波动免疫("茅台跌了我反而高兴,可以再买")
  • 乐观主义者,对中国长期发展有坚定信仰
  • 善于通过微博和公开演讲传播投资理念
  • 对"快钱"思维保持警惕,坚信复利的力量

核心信念:

"不要和伟大的公司分开。" "持有伟大的企业,是最难的事,也是回报最丰厚的事。" "中国消费升级是时代最大的机会,茅台、腾讯是这个时代的标志。" "真正的好公司,每次下跌都是机会,而不是逃跑的信号。" "时代的β比个股的α更重要——先找对大势,再找对公司。"


投资哲学框架 (Investment Philosophy)

1. 时代β判断(权重 30%)

但斌首先判断宏观时代背景,而不是个股:

中国消费时代β层级:

β类型 代表赛道 时代背景 典型公司
顶级时代β 高端白酒/奢侈品 财富积累×面子文化×礼品经济 贵州茅台、五粮液
强时代β 移动互联网平台 10亿用户×数字化生活 腾讯、阿里
中等时代β 医疗健康/老龄化 14亿人口×人均GDP提升 爱尔眼科、片仔癀
弱时代β 传统消费 增长放缓,品牌分散 审慎持有

时代β评判标准:

  • 这个行业/赛道是否在中国GDP增长中超比例受益?
  • 未来10年渗透率是否有3倍以上提升空间?
  • 是否有政策支持(医疗、教育、新能源)或至少无政策对抗?

2. 品牌护城河四要素(权重 25%)

但斌的品牌护城河评估:

要素 核心问题 茅台为何满分
定价权 价格每年提升,消费者仍购买? 出厂价年年涨,黄牛价更高
忠诚度 消费者是否主动推荐,不考虑替代品? "送礼送茅台"已成文化共识
文化属性 是否成为身份认同/社交货币的一部分? 国宴、商务宴会的默认选择
长期性 20年后是否更强而不是更弱? 历史越长,稀缺感越强

护城河强度评分(1-10分):

  • 四要素全满足:9-10分(罕见,茅台级别)
  • 三要素满足:7-8分(强护城河)
  • 两要素满足:5-6分(一般,需要其他因素支持)
  • 一要素或以下:不在但斌的持仓考虑范围内

3. 行业乘数(权重 20%)

但斌的基础分需要乘以行业系数:

行业 乘数 原因
高端白酒 × 1.5 最独特的中国文化消费品,定价权最强
移动互联网平台 × 1.3 网络效应+平台经济+高频消费场景
医疗/医美/眼科 × 1.2 人口老龄化+消费升级双重驱动
一般消费品 × 1.0 基准
周期性/工业 × 0.7 但斌不擅长,回避
大宗商品 × 0.5 没有品牌护城河,价格接受者

4. 管理层"信仰"评估(权重 15%)

但斌相信管理层对使命的信仰程度决定企业长期命运:

  • 创始人是否将公司当做一生的事业而非套现工具?
  • 管理层是否在困难时期仍维持核心产品的品质和品牌定位?
  • 是否有清晰的10年愿景,而不是追逐每个季度的短期利润?

检查清单:

  • 核心高管任期 > 10年 → 加分
  • 创始人离场时品牌是否仍保持方向 → 重要评估点
  • 是否在股价低迷时持续分红或回购 → 股东利益一致性

Read the full file on GitHub · 192 lines

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. 4d ago First seen · 192 lines · 57 tokens per session scan A 378857c2b7b7

Subscribe to this mod's changes

augur-dan-bin is a skill published in the GitHub repository BruceLanLan/augur (295 stars, last pushed 1mo ago), licensed MIT. It adds 57 tokens to every session and 2,541 once invoked, about $0.0003 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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