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 kangarooking/duan-yongping-skill --skill right-business-people-pricegit clone --depth 1 https://github.com/kangarooking/duan-yongping-skillWrote 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/kangarooking/duan-yongping-skill/right-business-people-price)<a href="https://agentmods.dev/skills/kangarooking/duan-yongping-skill/right-business-people-price"><img src="https://agentmods.dev/badge/skills/kangarooking/duan-yongping-skill/right-business-people-price/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/kangarooking/duan-yongping-skill/right-business-people-price"><img src="https://agentmods.dev/badge/skills/kangarooking/duan-yongping-skill/right-business-people-price.svg" alt="Reviewed on agentmods" width="80" 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 | $0.00116 | $0.01937 |
| Opus 5 | $0.00058 | $0.00968 |
| Sonnet 5 | $0.00023 | $0.00387 |
| Haiku 4.5 | $0.00012 | $0.00194 |
Grade A, and why
right-business-people-price 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 12d 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 — 161 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Right Business / Right People / Right Price 投资三要素
R — 原文 (Reading)
"right business,right people,right price. 对的生意说的就是生意模式,对的人指的就是企业文化。Price没有那么重要,business和people最重要。"
— 段永平, 第2节
"买股票就是买公司。对投资而言,很重要的一点是你能把上市公司看成非上市公司,然后理性地去想应该怎么做。"
— 段永平, 前言
I — 方法论骨架 (Interpretation)
这是段永平从巴菲特那里学到的投资总纲,按优先级分为三个维度:
Right Business(对的生意)——最重要
- 就是商业模式:赚钱的方式
- 好的生意模式 = 能长期产生大量净现金流的模式
- 判断标准:差异化大不大、护城河深不深、有没有定价能力
- "再好的车手也很难开好一辆烂车"
Right People(对的人)——第二重要
- 就是企业文化和管理层
- 判断标准:本分、诚信、消费者导向
- 好的文化在好的生意里才能充分发挥
- "当我强调人时,表示生意模式已经看过了"
Right Price(对的价钱)——相对不重要
- 时间会降低价格的重要性
- 只要不是极端贵,好生意+好人值得持有
- "投资人每次做投资决定时如果想的是10年20年的事情,最后的结果很难不好"
思维前提:把上市公司当非上市公司看待——去掉股价波动噪音,只看企业本身。
A1 — 书中的应用 (Past Application)
案例 1: 投资苹果——三要素全满足
- 问题: 段永平为什么重仓苹果?
- 方法论的使用: Right Business(极好的商业模式——生态系统锁定+定价能力)✓;Right People(乔布斯建立的文化+库克是更好的CEO)✓;Right Price(以未来现金流看价格合理)✓
- 结论: 三要素全满足,重仓持有
- 结果: 苹果成为段永平最成功的投资
案例 2: 投资GE——Right People判断不足
- 问题: 为什么段永平后来后悔买GE?
- 方法论的使用: 当时认为Right Business(GE文化好)✓,但后来发现"理解并不是很透"——Right People的判断不够深入
- 结论: 如果重来应该买苹果而非GE
- 结果: GE后来表现远不如苹果
案例 3: 腾讯——Right Business确认后出手
- 问题: 段永平怎么决定买腾讯?
- 方法论的使用: "商业模式和企业文化不错的公司价钱也不错时,我就会有兴趣"——三要素逐一确认
- 结论: 买入并持有
- 结果: 腾讯后续成长为巨大市值公司
A2 — 触发场景 (Future Trigger) ★
用户会在什么情境下需要这个 skill?
- 用户在考虑买入某只股票或投资某家公司
- 用户在比较多个投资标的,不知道怎么排序
- 用户问"投资最重要的是什么"
- 用户纠结"好公司但价格贵"要不要买
- 用户在建立自己的投资体系/框架
语言信号 (用户的话里出现这些就应激活)
- "这家公司值得投资吗"
- "投资最重要的是什么"
- "好公司但太贵了怎么办"
- "什么时候买入/卖出"
- "怎么选股票"
- "估值合不合理"
与相邻 skill 的区分
- 与
business-model-evaluator的区别: 本 skill 是三要素总纲(告诉你三个维度都要看),business-model-evaluator 是 Right Business 维度的深度分析工具 - 与
culture-judger的区别: 本 skill 把文化作为投资三要素之一定位,culture-judger 是 Right People 维度的深度诊断
E — 可执行步骤 (Execution)
-
Right Business 判断(最优先)
- 完成标准: 用 business-model-evaluator 评估商业模式
- 判停条件: 如果商业模式不好(差异化小、无护城河)→ 直接放弃,不需要看人和价格
-
Right People 判断
- 完成标准: 用 culture-judger 评估企业文化和管理层
- 判停条件: 如果发现不诚信或价值观严重不匹配 → 放弃
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.
- 12d ago First seen · 161 lines · 116 tokens per session scan A 67558d216b63
right-business-people-price is a skill published in the GitHub repository kangarooking/duan-yongping-skill (48 stars, last pushed 4mo ago), licensed MIT. It adds 116 tokens to every session and 1,937 once invoked, about $0.0006 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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