schloss-cigar-butt

schloss-cigar-butt is a skill for Claude Code, Codex from questflowai/investorskills. It costs 34 tokens per session (412 once invoked), scanned A, original, MIT.

A framework for judging cheap stocks in the style of investor Walter Schloss, focusing on balance sheets, asset value, diversification, and avoiding attractive but expensive stories.

In plain words
What is it for?
Use it when evaluating a basket of bargain stocks, discounts to book value, balance-sheet value, or a deep-value portfolio.
Why use it?
It provides a disciplined way to assess whether a low-priced company has enough underlying value to justify the risks.

Skill for Claude CodeCodex

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

Good fit Use it when evaluating a basket of bargain stocks, discounts to book value, balance-sheet value, or a deep-value portfolio.

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Install with agentmods
npx agentmods add skills/questflowai/investorskills/schloss-cigar-butt
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 · 1,849 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 schloss-cigar-butt
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 schloss-cigar-butt

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/questflowai/investorskills/schloss-cigar-butt"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/schloss-cigar-butt.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 34 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 412 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 $0.00034 $0.00412
Opus 5 $0.00017 $0.00206
Sonnet 5 $0.00007 $0.00082
Haiku 4.5 $0.00003 $0.00041

Measured 12d ago against content hash 09fd98ee4bd6, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

schloss-cigar-butt 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.

skills/schloss-cigar-butt/SKILL.md · 74 lines

What it actually says

Schloss Cigar-Butt Value

Use this skill to apply Walter Schloss-style judgment.

When To Use

Use this skill when the user asks for:

  • cigar-butt portfolio
  • cheap stock basket
  • balance-sheet value screen
  • Schloss-style deep value

Trigger phrases include Schloss, cigar butt, cheap stock basket, book value discount, deep value diversification.

Do Not Use When

  • The setup is outside this model's universe and another investor skill fits better.
  • Critical data is missing and the model requires it.
  • The user wants guaranteed returns or unbounded leverage.
  • The request is only generic market chatter with no decision.

Inputs Needed

  • Asset, portfolio, theme, or market context
  • Relevant financial, market, regime, or structural data
  • Time horizon and risk constraints
  • Current price/valuation or portfolio weights if sizing is requested

Process

  1. Screen for cheap asset-based value.
  2. Check debt and asset quality.
  3. Build a diversified basket.
  4. Sell when no longer cheap or assets impair.

Output Format

# Schloss Cigar-Butt Value View: [Subject]

## Verdict
Buy Basket / Add / Hold / Asset Impaired / Pass

## Setup / Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

  • Do not force a trade when filters fail.
  • Do not ignore risk, liquidity, or regime constraints.
  • Do not mix this model with another unless comparison is requested.
  • Separate facts, assumptions, and judgment.

Questflow Use

In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.

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. 12d ago First seen · 74 lines · 34 tokens per session scan A 09fd98ee4bd6

Subscribe to this mod's changes

schloss-cigar-butt is a skill published in the GitHub repository questflowai/investorskills (1,849 stars, last pushed 19d ago), licensed MIT. It adds 34 tokens to every session and 412 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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