alphagbm-buffett-analysis

alphagbm-buffett-analysis is a skill for Claude Code, Codex from leecyno1/boutique-skills. It costs 180 tokens per session (1,724 once invoked), scanned A, a copy of alphagbm-buffett-analysis, MIT.

A stock scorecard based on four Warren Buffett-style questions: business quality, durable competitive advantage, management, and valuation. It scores each area from 0 to 100 and combines them into a HOLDABLE, WATCHABLE, or AVOID result.

In plain words
What is it for?
Assessing a stock ticker using company fundamentals, profitability, dividends, market value, valuation ratios, cash-flow yield, and the 10-year Treasury rate.
Why use it?
It gives a repeatable way to review a company through long-term investing criteria instead of relying on one metric or an informal opinion.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: positional $N argument.

Good fit Assessing a stock ticker using company fundamentals, profitability, dividends, market value, valuation ratios, cash-flow yield, and the 10-year Treasury rate.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/leecyno1/boutique-skills/alphagbm-buffett-analysis
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 leecyno1/boutique-skills --skill alphagbm-buffett-analysis
Clone the repo
git clone --depth 1 https://github.com/leecyno1/boutique-skills

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 alphagbm-buffett-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/leecyno1/boutique-skills/alphagbm-buffett-analysis/github.svg)](https://agentmods.dev/skills/leecyno1/boutique-skills/alphagbm-buffett-analysis)
Your own site
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/alphagbm-buffett-analysis"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/alphagbm-buffett-analysis/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 alphagbm-buffett-analysis

Your own site · 80×15
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/alphagbm-buffett-analysis"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/alphagbm-buffett-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 180 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,724 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 100% copy Near-identical to another mod 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 $0.00180 $0.01724
Opus 5 $0.00090 $0.00862
Sonnet 5 $0.00036 $0.00345
Haiku 4.5 $0.00018 $0.00172

Measured 11d ago against content hash f2ace7af2911, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

alphagbm-buffett-analysis 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.

Origin

This is a copy

100% identical to alphagbm-buffett-analysis — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

skills/default/alphagbm-buffett-analysis/SKILL.md · 152 lines

How it starts

The opening of the file, as written. The whole thing — 152 lines — stays where its author put it; the contents beside it link to each section on GitHub.

AlphaGBM Buffett Analysis

The 4 lenses Buffett himself says he applies, computed from yfinance fundamentals and returned as a single-number verdict plus reasoning for each lens.

The 4 Lenses

  1. Business (20% weight) — circle of competence. Simple sectors (consumer staples, utilities, industrials) score high. Complex sectors (tech, healthcare, financials) score lower unless mega-cap like AAPL.
  2. Moat (30% weight) — durable advantage. Gross margin > 40%, ROE > 20%, profit margin > 15%, and market cap > $100B each contribute to the moat score.
  3. Management (15% weight) — capital allocation proxy via dividend continuity
    • payout ratio (15-60% is ideal balance) + 5yr avg div yield.
  4. Valuation (35% weight) — fair price check. PE < 15 → +20, PEG < 1 → +15, FCF yield > 10Y treasury + 2pp → +20. PE > 40 or PEG > 2.5 → deductions.

Overall Verdict

  • ≥ 75 → HOLDABLE (color green) — meets Buffett standards, long-term hold
  • 55-74 → WATCHABLE (color amber) — wait for better price or clearer evidence
  • < 55 → AVOID (color red) — fails Buffett's standards

Why This Is a Separate Skill

The generic alphagbm-stock-analysis runs a G=B+M style/momentum score. Buffett's framework is different — it weights moat + valuation much more heavily than momentum, and penalizes complex businesses regardless of growth. This skill codifies Buffett's rules, not AlphaGBM's house rules.

How to Use

Input:

  • ticker (required) — US stock symbol

Output:

  • scorecard.business: {score, sector, industry, verdict_zh, verdict_en}
  • scorecard.moat: {score, gross_margin, roe, profit_margin, market_cap_b, reasons_zh, reasons_en}
  • scorecard.management: {score, dividend_rate, payout_ratio, reasons_zh, reasons_en}
  • scorecard.valuation: {score, pe, forward_pe, peg, pb, fcf_yield_pct, ten_year_treasury, reasons_zh, reasons_en}
  • scorecard.overall: {score, verdict, verdict_zh, verdict_en, color}

Example Queries

Read the full file on GitHub · 152 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. 11d ago First seen · 152 lines · 180 tokens per session scan A f2ace7af2911

Subscribe to this mod's changes

alphagbm-buffett-analysis is a skill published in the GitHub repository leecyno1/boutique-skills (5 stars, last pushed 20d ago), licensed MIT. It adds 180 tokens to every session and 1,724 once invoked, about $0.0009 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to alphagbm-buffett-analysis, differing in 0 lines, and is treated as a copy.

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