li-lu-value

li-lu-value is a skill for Claude Code, Codex from questflowai/investorskills. It costs 38 tokens per session (346 once invoked), scanned A, original, MIT.

An investment-analysis framework based on Li Lu's approach to value investing: studying businesses deeply, protecting against downside, and holding quality companies for the long term.

In plain words
What is it for?
Use it to assess company quality, management, competitive advantages, reinvestment potential, risks, fair value, and whether to own, watch, or pass on an investment.
Why use it?
It provides a structured way to decide whether a business is understandable, durable, conservatively valued, and worth concentrated ownership.

Skill for Claude CodeCodex

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

Good fit Use it to assess company quality, management, competitive advantages, reinvestment potential, risks, fair value, and whether to own, watch, or pass on an investment.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/questflowai/investorskills/li-lu-value
About the project

Investor Skills is an open-source library that organizes investing judgment—such as evaluating opportunities, managing risk, and acting under uncertainty—into structured, reusable instructions for people and AI finance agents. It is designed for studying and applying investment approaches, including inside Questflow and other agent tools. The catalogue includes portable skill packages from the library.

questflowai/investorskills · 1,845 stars · on GitHub · questflow.ai

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 questflowai/investorskills --skill li-lu-value
Clone the repo
git clone --depth 1 https://github.com/questflowai/investorskills

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 li-lu-value

README.md
[![agentmods](https://agentmods.dev/badge/skills/questflowai/investorskills/li-lu-value/github.svg)](https://agentmods.dev/skills/questflowai/investorskills/li-lu-value)
Your own site
<a href="https://agentmods.dev/skills/questflowai/investorskills/li-lu-value"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/li-lu-value/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 li-lu-value

Your own site · 80×15
<a href="https://agentmods.dev/skills/questflowai/investorskills/li-lu-value"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/li-lu-value.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 38 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 346 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00038 $0.00346
Opus 5 $0.00019 $0.00173
Sonnet 5 $0.00008 $0.00069
Haiku 4.5 $0.00004 $0.00035

Measured 11d ago against content hash e2851751d602, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

li-lu-value 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.

skills/li-lu-value/SKILL.md · 53 lines

What it actually says

Li Lu Value

Use this skill to apply Li Lu-style value investing: deeply understand a high-quality business inside the circle of competence, demand downside protection, and hold concentrated positions through long compounding periods.

When To Use

  • Long-term quality/value analysis
  • China or global compounder review
  • Business owner mindset and downside-first underwriting
  • Concentrated portfolio decision

Trigger phrases include Li Lu, Himalaya, China value, BYD, Moutai, circle of competence, and long-term compounder.

Process

  1. Define circle of competence and business model.
  2. Evaluate management, moat, culture, and reinvestment runway.
  3. Estimate conservative value and downside.
  4. Require strong margin of safety or exceptional quality.
  5. Size only when long-term conviction is earned.

Output Format

# Li Lu View: [Company]

## Verdict
Own / Watch / Too Hard / Too Expensive / Pass

## Circle Of Competence
## Business Quality
## Management / Culture
## Downside Protection
## Long-Term Compounding Path
## Invalidation

Guardrails

  • Do not invest outside competence.
  • Do not ignore governance and jurisdiction risk.
  • Do not use short-term price action to override business truth.

Questflow Use

In Questflow, this skill is best used for long-term global quality/value underwriting and concentrated Fund theses.

Files

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.

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 · 53 lines · 38 tokens per session scan A e2851751d602

Subscribe to this mod's changes

li-lu-value is a skill published in the GitHub repository questflowai/investorskills (1,845 stars, last pushed 18d ago), licensed MIT. It adds 38 tokens to every session and 346 once invoked, about $0.0002 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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