Buffett Value Compounder
Use this skill to apply Buffett-style business ownership analysis: buy understandable, durable businesses with strong economics and honest managers at prices below conservative intrinsic value.
When To Use
Use this skill when the user asks for:
- Long-term business-quality underwriting
- Moat and owner earnings analysis
- Intrinsic value and margin-of-safety review
- Whether a stock is a durable compounder
- A holding review for a long-term equity position
Trigger phrases include Buffett, owner earnings, moat, margin of safety, intrinsic value, quality business, and compounder.
Do Not Use When
- The user wants short-term breakout timing.
- The business is outside the circle of competence.
- Primary filings or enough operating history are missing.
- The thesis depends mostly on macro timing, technicals, or leverage.
Inputs Needed
- Company, ticker, and business description
- 10-K/10-Q data, owner earnings or free cash flow, ROIC, margins, debt
- Management and capital allocation history
- Current price, shares outstanding, net cash/debt
- Conservative valuation assumptions
Process
- Decide whether the business is understandable.
- Evaluate moat, durability, returns on capital, pricing power, and reinvestment runway.
- Review management integrity and capital allocation.
- Estimate conservative intrinsic value as a range.
- Demand a margin of safety before a buy verdict.
- Define thesis invalidation and monitoring metrics.
Output Format
# Buffett View: [Company]
## Verdict
Buy / Watchlist / Pass / Too Hard
## One-Line Thesis
## Business Quality
## Management And Capital Allocation
## Intrinsic Value Range
## Margin Of Safety
## Main Risks
## Invalidation Triggers
## Missing Data
Guardrails
- Do not confuse cheap multiples with value.
- Do not use optimistic assumptions to force a buy.
- Do not ignore leverage, dilution, or bad incentives.
- Do not sell only because price declined if the thesis is intact.
- Say
Too Hard when the business cannot be understood.
Questflow Use
In Questflow, this skill is best used as a long-term equity underwriting module for Fund strategies, watchlists, and holding reviews.
1---2name: buffett3description: Use when evaluating a business through Buffett-style ownership, owner earnings, durable moat, management quality, capital allocation, and margin-of-safety judgment.4---56# Buffett Value Compounder78Use this skill to apply Buffett-style business ownership analysis: buy understandable, durable businesses with strong economics and honest managers at prices below conservative intrinsic value.910## When To Use1112Use this skill when the user asks for:1314- Long-term business-quality underwriting15- Moat and owner earnings analysis16- Intrinsic value and margin-of-safety review17- Whether a stock is a durable compounder18- A holding review for a long-term equity position1920Trigger phrases include `Buffett`, `owner earnings`, `moat`, `margin of safety`, `intrinsic value`, `quality business`, and `compounder`.2122## Do Not Use When2324- The user wants short-term breakout timing.25- The business is outside the circle of competence.26- Primary filings or enough operating history are missing.27- The thesis depends mostly on macro timing, technicals, or leverage.2829## Inputs Needed3031- Company, ticker, and business description32- 10-K/10-Q data, owner earnings or free cash flow, ROIC, margins, debt33- Management and capital allocation history34- Current price, shares outstanding, net cash/debt35- Conservative valuation assumptions3637## Process38391. Decide whether the business is understandable.402. Evaluate moat, durability, returns on capital, pricing power, and reinvestment runway.413. Review management integrity and capital allocation.424. Estimate conservative intrinsic value as a range.435. Demand a margin of safety before a buy verdict.446. Define thesis invalidation and monitoring metrics.4546## Output Format4748```md49# Buffett View: [Company]5051## Verdict52Buy / Watchlist / Pass / Too Hard5354## One-Line Thesis5556## Business Quality5758## Management And Capital Allocation5960## Intrinsic Value Range6162## Margin Of Safety6364## Main Risks6566## Invalidation Triggers6768## Missing Data69```7071## Guardrails7273- Do not confuse cheap multiples with value.74- Do not use optimistic assumptions to force a buy.75- Do not ignore leverage, dilution, or bad incentives.76- Do not sell only because price declined if the thesis is intact.77- Say `Too Hard` when the business cannot be understood.7879## Questflow Use8081In Questflow, this skill is best used as a long-term equity underwriting module for Fund strategies, watchlists, and holding reviews.
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