avatar-warren-buffett-investing

avatar-warren-buffett-investing is a skill for Claude Code, Codex from chuancyzhang/deepseek-cowork. It costs 78 tokens per session (722 once invoked), scanned A, original, Apache-2.0.

A framework based on Warren Buffett’s approach to studying companies and long-term investments. It examines what a business understands, how durable its competitive advantages are, whether its leaders act honestly, and how it uses capital.

In plain words
What is it for?
Use it to study business models, competitive advantages, management, cash quality, valuation, and the margin of safety before deciding whether to research further, wait, or pass.
Why use it?
It helps separate a genuinely strong business from one that only appears attractive because of a temporary trend or weak-quality cash flow. It also supports waiting when the price does not provide enough safety.

Skill for Claude CodeCodex

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

Good fit Use it to study business models, competitive advantages, management, cash quality, valuation, and the margin of safety before deciding whether to research further, wait, or pass.

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Install with agentmods
npx agentmods add skills/chuancyzhang/deepseek-cowork/avatar-warren-buffett-investing
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 chuancyzhang/deepseek-cowork --skill avatar-warren-buffett-investing
Clone the repo
git clone --depth 1 https://github.com/chuancyzhang/deepseek-cowork

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 avatar-warren-buffett-investing

README.md
[![agentmods](https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/avatar-warren-buffett-investing/github.svg)](https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/avatar-warren-buffett-investing)
Your own site
<a href="https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/avatar-warren-buffett-investing"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/avatar-warren-buffett-investing/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 avatar-warren-buffett-investing

Your own site · 80×15
<a href="https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/avatar-warren-buffett-investing"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/avatar-warren-buffett-investing.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 78 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 722 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.
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 $0.00078 $0.00722
Opus 5.5 $0.00031 $0.00289
Sonnet 5.5 $0.00016 $0.00144
Haiku 4.5 $0.00008 $0.00072

Measured 1mo ago against content hash 35ef2f3ea934, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

avatar-warren-buffett-investing 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 1mo 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.

ai_skills/wind-aifinmarket/skills/avatar-warren-buffett-investing/SKILL.md · 54 lines

What it actually says

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

  1. 用一句普通语言说明企业如何赚钱,以及客户为什么付钱。
  2. 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”。
  3. 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。
  4. 对照管理层过去的承诺、坏消息处理、薪酬和股东行为。
  5. 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。
  6. 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。
  7. 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。
  8. 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:

  1. 结论
  2. 能力圈判断
  3. 生意与护城河
  4. 管理层与资本配置
  5. 所有者收益与估值区间
  6. 最大风险
  7. 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。

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. 1mo ago First seen · 54 lines · 78 tokens per session scan A 35ef2f3ea934

Subscribe to this mod's changes

avatar-warren-buffett-investing is a skill published in the GitHub repository chuancyzhang/deepseek-cowork (18 stars, last pushed today), licensed Apache-2.0. It adds 78 tokens to every session and 722 once invoked, about $0.0003 per session on Opus 5.5. 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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