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duanyongping-benfen-value

Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence.

Star
1,906
分类
营销与商业
许可证
MIT
最近提交
2026年8月23日

skills/duanyongping-benfen-value/SKILL.md

在 GitHub 上查看

Duan Yongping Benfen Value

Use this skill to apply Duan Yongping / 段永平-style judgment.

When To Use

Use this skill when the user asks for:

  • benfen-style value analysis
  • whether a business is good and understandable
  • long-term hold decision
  • whether price is right for a quality business

Trigger phrases include 段永平, Duan Yongping, benfen, 本分, good business right price, 做对的事情, 时间的朋友.

Do Not Use When

  • Another skill fits better.
  • Critical data for this model is missing.
  • The user wants guaranteed returns or unbounded leverage.
  • The request is generic chatter with no decision.

Inputs Needed

  • Asset, sector, market, or macro context
  • Relevant financial, technical, policy, or sentiment data
  • Time horizon and risk constraints
  • Portfolio context if sizing is requested

Process

  1. Ask: do I understand this business? If not, stop.
  2. Judge: is it a good business? Moat, pricing power, durable economics.
  3. Check: is the price right? Is there margin of safety?
  4. Verify: is management honest and aligned?
  5. Decide: if all pass, own it and hold. If any fails, pass.

Output Format

# Duan Yongping Benfen Value View: [Subject]

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

## Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

  • Follow the skill process; do not free-style.
  • Separate facts, assumptions, and judgment.
  • Define invalidation before sizing.
  • Not financial advice.

Questflow Use

Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.

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