Cigar Butt Vs Great Business

Q: What does the Cigar Butt Vs Great Business AI skill do?

用户在选择投资标的或商业模式时，纠结于"便宜买差企业"还是"合理价买好企业"。 语言信号:"这个便宜能不能捡"/"估值低是不是就值得买"/"贵的好公司值不值得买"/"便宜货有什么问题" 不适用于:已有明确投资方法论且不需要在两种风格间做选择的场景。

Community

kangarooking

cigar-butt-vs-great-business

用户在选择投资标的或商业模式时，纠结于"便宜买差企业"还是"合理价买好企业"。语言信号:"这个便宜能不能捡"/"估值低是不是就值得买"/"贵的好公司值不值得买"/"便宜货有什么问题" 不适用于:已有明确投资方法论且不需要在两种风格间做选择的场景。

Overview

Publisher	kangarooking
Repository	`buffett-letters-skill`
Skill name	`cigar-butt-vs-great-business`
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 Cigar Butt Vs Great Business 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/cigar-butt-vs-great-business
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/kangarooking/buffett-letters-skill/tree/main/cigar-butt-vs-great-business

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

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/cigar-butt-vs-great-business .claude/skills/cigar-butt-vs-great-business

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

Use it in TypingMind

Enable Cigar Butt Vs Great Business 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 Cigar Butt Vs Great Business 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 Cigar Butt Vs Great Business 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.

雪茄蒂 vs 伟大企业

R — 原文 (Reading)

"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." (1987) "We have made silk purses from silk, but never from a sow's ear." (1987)

I — 方法论骨架

从雪茄蒂到伟大企业的心路历程：

雪茄蒂方法（Graham）：捡起被抛弃的雪茄蒂，还能免费抽一口——问题是一次性的
伟大企业方法（Munger影响）：以合理价格买入优秀企业，让时间和复利为你工作
差企业消耗你的时间、注意力和资本——即使买入价很低
好企业会自我增长——需要极少的管理和额外资本
巴菲特花了近20年才完成这个思维转变（1949→1967）

A1 — 书中的应用

案例: 伯克希尔纺织业

问题: 便宜买入差企业（纺织业），持续投入资本
使用: 典型的雪茄蒂错误——低价买入但行业衰退、需要持续资本投入
结果: 巴菲特承认这是他最大的错误之一——"用丝绸做丝线钱包是我们能做到的最好，猪耳朵则不行"

案例: See's Candy（反面）

使用: 以"合理"价格买入伟大企业——需要极少资本即可持续增长
结果: 50年贡献$20亿+利润——证明伟大企业的复利力量远超雪茄蒂的"免费一口"

A2 — 触发场景

发现一个"很便宜"的公司，但业务质量差
一个优秀公司但估值看起来不便宜
在"价值陷阱"和"成长溢价"之间犹豫
反思自己的投资方法论是否需要进化

语言信号

"这个公司很便宜，能不能买？"
"PE只有3倍，是不是捡漏？"
"好公司太贵了，值不值得买？"
"便宜买差企业还是贵买好企业？"

与相邻 skill 的区分

与 margin-of-safety 的区别：安全边际强调价格保护，本skill强调企业质量优先于价格
与 economic-moat 的区别：护城河识别好企业，本skill是整体方法论的选择

E — 可执行步骤

做"猪耳测试"
- 完成标准：这家企业即使管理得当，能变成伟大的企业吗？如果不能 → 放弃，不管多便宜
比较时间投入
- 完成标准：持有这个投资需要你花多少时间管理？差企业消耗的注意力成本是否超过价格折扣？
计算"复利差距"
- 完成标准：好企业10年后的内在价值增长 vs 差企业的一次性折扣——前者几乎总是远大于后者

B — 边界

雪茄蒂方法并非完全无效——在极低价格下仍可获得一次性收益
"合理价格买好企业"的"合理"需要准确定义——不能是任何价格
作者盲点：巴菲特早期用雪茄蒂方法赚到了第一桶金——没有雪茄蒂阶段可能没有后来的伟大企业阶段

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 Cigar Butt Vs Great Business AI skill do?

Why use Cigar Butt Vs Great Business on TypingMind?

Because you install it once and use it with any model. Cigar Butt Vs Great Business 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 Cigar Butt Vs Great Business in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/kangarooking/buffett-letters-skill/tree/main/cigar-butt-vs-great-business. 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 Cigar Butt Vs Great Business?

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 Cigar Butt Vs Great Business?

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

Is the Cigar Butt Vs Great Business 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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将成功解决的用户问题收录到 FAQ 知识库。问题解决后自动判断是否收录。也可以在用户说"收录到 FAQ"、"记录这个问题"、"add to FAQ"时手动触发。

Issue Reporter

只在用户明确要求提交 GitHub Issue、GitHub Bug Report 或 GitHub Feature Request 时使用。用户只说“提交问题”“提交反馈”“上报 bug”“这是个 bug”或描述功能建议但未点名 GitHub 时不得触发，必须改用 cherry-studio-feedback 并默认提交飞书。

Skills Manager

搜索、安装和协调创建 Claude Code Agent Skills。当用户想要搜索技能、安装工具、创建自定义 Skill，或者说"find a skill"、"搜索技能"、"帮我做个 skill"、"create a skill"时触发。也适用于用户说"有没有做 X 的工具"、"我想扩展 Agent 能力"，或当前能力不足需要先查找可复用方案的场景。

Cli Anything 3mf

3MF mesh geometry editor — detect and resize cylindrical holes, repair meshes, compare 3D printing files. Works with BambuStudio and PrusaSlicer 3MF files.

Cigar Butt Vs Great Business

Overview