Business Picker

Q: What does the Business Picker AI skill do?

用户在分析股票或投资机会时，需要用"买企业"而非"买股票"的视角来评估。 语言信号："这只股票技术面怎么样"/"股价会涨吗"/"应该买什么股票" 不适用于：纯粹的企业经营管理问题（不涉及估值时）。

Community

kangarooking

business-picker

用户在分析股票或投资机会时，需要用"买企业"而非"买股票"的视角来评估。语言信号："这只股票技术面怎么样"/"股价会涨吗"/"应该买什么股票" 不适用于：纯粹的企业经营管理问题（不涉及估值时）。

Overview

Publisher	kangarooking
Repository	`buffett-letters-skill`
Skill name	`business-picker`
Stars	109
Forks	20
Bundled files	1
License	MIT
Links	Skill source Repository

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
1 bundled files
Scripts, templates, and references the model can read while it works. Files are read-only and never executed.
Open source
Published by kangarooking on GitHub. Read the source before you install it.

Installation

Install the Business Picker AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/kangarooking/buffett-letters-skill/tree/main/business-picker
Enable the skill in any chat where you want it available.

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/kangarooking/buffett-letters-skill.git /tmp/buffett-letters-skill
mkdir -p .claude/skills
cp -r /tmp/buffett-letters-skill/business-picker .claude/skills/business-picker

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Business Picker in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Business Picker on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Business Picker is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

做生意不做股票

R — 原文 (Reading)

"We think of ourselves as business analysts — not as market analysts, not as macroeconomic analysts, and not even as security analysts." (1987) "Charlie and I are not stock-pickers; we are business-pickers." (2021)

I — 方法论骨架

买股票 = 买企业的一部分，应该用买整个企业相同的标准评估：

关注企业的经济特征（护城河/定价权/管理层），而非股价走势
关注长期现金流创造能力，而非季度盈利波动
不预测市场方向，只分析企业质量
持有期限以"年"计，以"天"计的是交易不是投资

A1 — 书中的应用

案例: Apple投资

问题: 如何在科技行业做价值投资？
使用: 把Apple当作企业而非股票——评估其生态系统锁定效应、用户忠诚度、现金流
结果: 5.55%股权，伯克希尔享有的Apple收益($56亿)远超收到的股息($7.85亿)

A2 — 触发场景

用户问"这只股票会不会涨"——应转向"这个企业好不好"
用户在看K线图或技术指标——应转向看财报和商业模式
用户关注"市场情绪"而非"企业分析"
用户纠结短期股价波动

语言信号

"这只股票会涨吗？"
"技术面怎么样？"
"股价到支撑位了"
"今天跌了X%，要不要卖？"

与相邻 skill 的区分

与 mr-market 的区别：市场先生关注如何对待价格波动，做生意关注根本不看价格只看企业

E — 可执行步骤

假设你要买整个公司——用评估私有企业相同的标准
- 完成标准：写出一页"如果这家公司是非上市的，你愿意出多少钱买"
评估三个核心维度
- 经济特征（护城河宽度）
- 管理层质量（诚信+能力）
- 价格与价值的关系
- 完成标准：每个维度有具体证据支持
忽略所有市场噪音（股价走势/分析师评级/市场情绪）
- 完成标准：决策文档中不包含任何价格走势相关的内容

B — 边界

需要能力圈——不是所有企业你都能分析
非上市企业没有流动性，不能简单类比
作者盲点：巴菲特可以影响企业决策（控股/董事席位），散户不能

审计信息

验证通过: V1 ✓ / V2 ✓ / V3 ✓
蒸馏时间: 2026-04-16

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

test-prompts.json2 KB

Frequently asked questions

What does the Business Picker AI skill do?

Why use Business Picker on TypingMind?

Because you install it once and use it with any model. Business Picker is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Business Picker in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/kangarooking/buffett-letters-skill/tree/main/business-picker. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use Business Picker?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Business Picker?

As many as you like. As long as a model supports skills, you can use Business Picker with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Business Picker AI skill free?

Yes. It is published on GitHub by kangarooking under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Business Picker

Overview