questflowai Schloss Cigar-Butt Value
Use this skill to apply Walter Schloss-style judgment.
When To Use
Use this skill when the user asks for:
- cigar-butt portfolio
- cheap stock basket
- balance-sheet value screen
- Schloss-style deep value
Trigger phrases include Schloss, cigar butt, cheap stock basket, book value discount, deep value diversification.
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
- Screen for cheap asset-based value.
- Check debt and asset quality.
- Build a diversified basket.
- Sell when no longer cheap or assets impair.
Output Format
# Schloss Cigar-Butt Value View: [Subject]
## Verdict
Buy Basket / Add / Hold / Asset Impaired / 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.