Economic Moat

Q: What does the Economic Moat AI skill do?

用户需要评估一个企业的长期竞争力和定价权——它能否在极少额外资本下持续增长利润。 语言信号："这个公司有护城河吗"/"竞争优势在哪里"/"为什么这个公司能长期赚钱"/"品牌值多少钱" 不适用于：纯粹的行业分析（不涉及单个企业竞争力评估时）。

Community

kangarooking

economic-moat

用户需要评估一个企业的长期竞争力和定价权——它能否在极少额外资本下持续增长利润。语言信号："这个公司有护城河吗"/"竞争优势在哪里"/"为什么这个公司能长期赚钱"/"品牌值多少钱" 不适用于：纯粹的行业分析（不涉及单个企业竞争力评估时）。

Overview

Publisher	kangarooking
Repository	`buffett-letters-skill`
Skill name	`economic-moat`
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 Economic Moat 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/economic-moat
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/economic-moat .claude/skills/economic-moat

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

Use it in TypingMind

Enable Economic Moat 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 Economic Moat 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 Economic Moat 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.

经济商誉 / 护城河识别

R — 原文 (Reading)

"GEICO's cost advantage is like a moat protecting a much-sought-after business castle." (1986) "Economic goodwill does not, in many cases, diminish. Indeed, in a great many instances it actually grows in value over time. In character, economic goodwill is much like land." (1999)

I — 方法论骨架

经济商誉 = 品牌+市场地位+定价权+客户忠诚度 → 使企业能在极少额外资本下增长利润。

关键区分：

会计商誉会摊销减少；经济商誉往往随时间增长（如土地）
经济商誉的核心标志：不需要大量资本投入就能增长利润
护城河 = 保护经济商誉不被侵蚀的屏障（成本优势/品牌/网络效应/切换成本/许可）
商品企业（无护城河）：只有产能短缺时才能赚好钱

A1 — 书中的应用

案例1: See's Candy

问题: 为什么一个糖果公司值$2500万？
使用: 经济商誉识别——See's能在不增加资本的情况下通过品牌定价权增长利润
结果: 50年产生超$20亿税前利润，投入资本极少

案例2: GEICO的护城河

使用: 成本优势作为护城河——承保费用23.5% vs 对手38.5%
结果: 持续的市场份额增长和承保盈利

A2 — 触发场景

评估一个公司是否有长期竞争力
判断一个品牌是否值溢价
决定是否应该为"优秀企业"支付溢价
分析为什么某些公司能在行业中长期领先

语言信号

"这个公司有护城河吗？"
"竞争优势可持续吗？"
"为什么这个品牌能收溢价？"
"需要多少资本才能增长？"

与相邻 skill 的区分

与 cigar-butt-vs-great-business 的区别：雪茄蒂vs伟大企业是投资策略选择，护城河是具体的分析工具

E — 可执行步骤

识别护城河类型（至少一种）
- 成本优势 / 品牌力 / 网络效应 / 切换成本 / 规模效应 / 许可壁垒
- 完成标准：指出具体类型并给出证据
检验资本需求
- 完成标准：计算"利润增长需要的额外资本"比例——越低越好
- 判停：如果利润增长需要等比例的资本投入 → 可能没有经济商誉
检验耐久性
- 完成标准：回答"这个护城河10年后还在吗？"并给出理由

B — 边界

护城河不是永久的——技术变革可以摧毁最深的护城河（柯达、诺基亚）
经济商誉难以量化——不能精确计算出"护城河值多少"
作者盲点：巴菲特低估了科技行业护城河（平台效应/网络效应）——Apple后期投资证明护城河分析需要与时俱进

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 Economic Moat AI skill do?

Why use Economic Moat on TypingMind?

Because you install it once and use it with any model. Economic Moat 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 Economic Moat in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/kangarooking/buffett-letters-skill/tree/main/economic-moat. 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 Economic Moat?

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 Economic Moat?

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

Is the Economic Moat 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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Economic Moat

Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

经济商誉 / 护城河识别

R — 原文 (Reading)

I — 方法论骨架

A1 — 书中的应用

案例1: See's Candy

案例2: GEICO的护城河

A2 — 触发场景

语言信号

与相邻 skill 的区分

E — 可执行步骤

B — 边界

相关 skills (阶段 3 填充)

审计信息

Bundled files

Frequently asked questions

Set up your own AI workspace now

Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

经济商誉 / 护城河识别

R — 原文 (Reading)

I — 方法论骨架

A1 — 书中的应用

案例1: See's Candy

案例2: GEICO的护城河

A2 — 触发场景

语言信号

与相邻 skill 的区分

E — 可执行步骤

B — 边界

相关 skills (阶段 3 填充)

审计信息

Bundled files

Frequently asked questions

Related AI Skills

Set up your own AI workspace now