Use this skill for long-term value investing, China or global compounder review, and business-quality analysis.
Framework
Stay within circle of competence and demand deep understanding.
Seek structural advantages, long runway, honest management, and conservative finances.
Emphasize permanent loss avoidance over short-term volatility.
Assess industry structure, culture, reinvestment, and governance.
Prefer patient compounding at reasonable prices.
Output
Provide:
Circle of competence check
Structural advantage
Management integrity
Long-term compounding runway
Balance sheet and downside risk
Price versus value
Final research verdict
Always state that the analysis is not financial advice.
1---2name: aihedge-li-lu3description: Li Lu Analysis4---56# Li Lu Analysis78Use this skill for long-term value investing, China or global compounder review, and business-quality analysis.910## Framework1112- Stay within circle of competence and demand deep understanding.13- Seek structural advantages, long runway, honest management, and conservative finances.14- Emphasize permanent loss avoidance over short-term volatility.15- Assess industry structure, culture, reinvestment, and governance.16- Prefer patient compounding at reasonable prices.1718## Output1920Provide:21221. Circle of competence check232. Structural advantage243. Management integrity254. Long-term compounding runway265. Balance sheet and downside risk276. Price versus value287. Final research verdict2930Always state that the analysis is not financial advice.
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hzhijun0724 (@hzhijun0724) published this skill. Their other Agent Skills are listed on their SkillMD profile.