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graham-net-net

Use when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.

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MIT
Last commit
Aug 23, 2026

skills/graham-net-net/SKILL.md

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Graham Net-Net Value

Use this skill to apply Benjamin Graham-style judgment.

When To Use

Use this skill when the user asks for:

  • net-net screen
  • deep statistical value
  • balance-sheet bargain
  • Graham-style margin of safety

Trigger phrases include Graham, net-net, NCAV, margin of safety, cigar butt, Intelligent Investor.

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. Calculate NCAV / tangible asset value.
  2. Haircut dubious assets and check liabilities.
  3. Prefer a basket of discounts rather than one story stock.
  4. Exit when price converges to value or assets impair.

Output Format

# Graham Net-Net Value View: [Subject]

## Verdict
Buy Basket / Buy Single / Watch / Asset Trap / 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.

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