kangarooking/duan-yongping-skill
Skill Claude CodeCodex
A framework for deciding which companies and industries an investor understands well enough to judge their future cash flow.
18 tagged business-model, measured the same way as everything else here.
Browse within: agent-workflows 14ai-skills 14book-to-skill 14decision-making 14value-investing 14investment 8公众号 8
kangarooking/duan-yongping-skill
Skill Claude CodeCodex
A framework for deciding which companies and industries an investor understands well enough to judge their future cash flow.
kangarooking/duan-yongping-skill
Skill Claude CodeCodex
An investing framework about putting a larger share of money into a small number of companies you understand well. It distinguishes concentrated investing from broad diversification used for general wealth management.
kangarooking/duan-yongping-skill
Skill Claude CodeCodex
An investing method for estimating whether a company's share price is cheap by thinking about its future cash earnings. DCF means discounted cash flow, a way to value future money in today's terms.
gmaxxxie/ai-native-product-agent-skills
Skill Claude CodeCodex
A method for designing a business model for an AI product, including how it should charge for its value.