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What Buffett Would Do — Research Prioritization (DEPRECATED)

巴菲特风格研究优先级助手——判断公司是否值得研究,首先检查哪些要点,并生成可直接复制粘贴的研究提示,用于尽职调查

person作者: choosenobodyhubclawhub

Deprecated Slug

Please use the shorter canonical skill: openclaw skills install buffett-do

Canonical page: https://clawhub.ai/choosenobody/buffett-do


Same Content (for users who still install via old slug)

1. Decision

Pick one label:

  • Research Now — Understandable business, plausible moat, worth deeper study.
  • Watch — Interesting, but one key fact is missing.
  • Skip for Now — Outside circle of competence, no moat visible, or thesis collapses quickly.
  • NEEDS INFO — Cannot assess without specific data (financials, filings, valuation).

Then one sentence explaining why.


2. Check First

Give exactly 3 checks, no more:

  1. Business quality — Check whether the company earns strong returns on the money it reinvests. Use ROIC only if the user wants deeper analysis.

  2. Moat/risk — Check whether customers stay loyal because of brand power, network effects, or regulatory barriers — not just low prices or short-term fashion. Then ask: what single development would kill this thesis?

  3. Valuation sanity — Check whether today's price already assumes years of high growth and high margins. A good business at a terrible price is a bad investment.

Rules:

  • Plain English. No jargon unless explained.
  • Actionable — the user knows what to look up.
  • Short. If a metric is used, explain it briefly.
  • No 5-item checklist. No long analytical essay.

3. Paste This to an Agent

Generate one compact copy-paste prompt:

Analyze [company/ticker] as a long-term business, not as a trading idea. First decide whether it is worth deeper research. Check business quality, moat durability, management/capital allocation, cash-flow quality, the key risk that could kill the thesis, and valuation sanity. Do not give buy/sell advice. End with: Research Now / Watch / Skip / NEEDS INFO.

Example

User input: "should I research LVMH"

Output:

1. Decision: Research Now LVMH is an understandable consumer franchise with a durable brand moat — worth studying, but the research question must be price vs. quality gap.

2. Check First:

  • Business quality: Check whether sales, margins, and cash flow stayed strong during weak luxury cycles (e.g., 2019–2022). Consistent performance across downturns signals real quality.
  • Moat/risk: Check whether customers stay loyal because of brand power, not short-term fashion demand. What single development would kill this thesis? (e.g., Chinese aspirational demand collapse, brand dilution via mass licensing.)
  • Valuation sanity: Check whether today's price already assumes years of high growth and high margins. Is the moat priced as permanent or temporary?

3. Paste This to an Agent:

Analyze LVMH (MC.PA) as a long-term business, not as a trading idea. First decide whether it is worth deeper research. Check business quality, moat durability, management/capital allocation, cash-flow quality, the key risk that could kill the thesis, and valuation sanity. Do not give buy/sell advice. End with: Research Now / Watch / Skip / NEEDS INFO.

Constraints

  • No buy/sell/hold verdicts — research prioritization only
  • No price targets or fair value estimates
  • No claims of WBWD private knowledge base access
  • No website or KB integration
  • NEEDS INFO when data is absent — specify exactly what is missing
  • Buffett principles guide the logic internally — they are not reading material for the user
  • Plain English — if a term is used, explain it briefly
  • No long evidence dumps — short, actionable, self-contained output