Right Business People Price

Community

kangarooking

right-business-people-price

当用户在做投资决策、评估是否买入一家公司时使用。典型触发：用户说"这家公司值得投资吗""什么时候买入""估值合不合理""投资最重要的是什么"。核心框架：Right Business（商业模式）> Right People（企业文化/管理层）> Right Price（价格），三个维度的优先级和判断逻辑。不适用于：技术分析/短线交易、非股权类投资、纯财务建模。

Overview

Publisher	kangarooking
Repository	`duan-yongping-skill`
Skill name	`right-business-people-price`
Stars	57
Forks	13
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 Right Business People Price 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/duan-yongping-skill/tree/main/business-logic/right-business-people-price
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/duan-yongping-skill/tree/main/business-logic/right-business-people-price

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/duan-yongping-skill.git /tmp/duan-yongping-skill
mkdir -p .claude/skills
cp -r /tmp/duan-yongping-skill/business-logic/right-business-people-price .claude/skills/right-business-people-price

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

Use it in TypingMind

Enable Right Business People Price 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 Right Business People Price 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 Right Business People Price 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.

Right Business / Right People / Right Price 投资三要素

R — 原文 (Reading)

"right business，right people，right price. 对的生意说的就是生意模式，对的人指的就是企业文化。Price没有那么重要，business和people最重要。"

— 段永平, 第2节

"买股票就是买公司。对投资而言，很重要的一点是你能把上市公司看成非上市公司，然后理性地去想应该怎么做。"

— 段永平, 前言

I — 方法论骨架 (Interpretation)

这是段永平从巴菲特那里学到的投资总纲，按优先级分为三个维度：

Right Business（对的生意）——最重要

就是商业模式：赚钱的方式
好的生意模式 = 能长期产生大量净现金流的模式
判断标准：差异化大不大、护城河深不深、有没有定价能力
"再好的车手也很难开好一辆烂车"

Right People（对的人）——第二重要

就是企业文化和管理层
判断标准：本分、诚信、消费者导向
好的文化在好的生意里才能充分发挥
"当我强调人时，表示生意模式已经看过了"

Right Price（对的价钱）——相对不重要

时间会降低价格的重要性
只要不是极端贵，好生意+好人值得持有
"投资人每次做投资决定时如果想的是10年20年的事情，最后的结果很难不好"

思维前提：把上市公司当非上市公司看待——去掉股价波动噪音，只看企业本身。

A1 — 书中的应用 (Past Application)

案例 1: 投资苹果——三要素全满足

问题: 段永平为什么重仓苹果？
方法论的使用: Right Business（极好的商业模式——生态系统锁定+定价能力）✓；Right People（乔布斯建立的文化+库克是更好的CEO）✓；Right Price（以未来现金流看价格合理）✓
结论: 三要素全满足，重仓持有
结果: 苹果成为段永平最成功的投资

案例 2: 投资GE——Right People判断不足

问题: 为什么段永平后来后悔买GE？
方法论的使用: 当时认为Right Business（GE文化好）✓，但后来发现"理解并不是很透"——Right People的判断不够深入
结论: 如果重来应该买苹果而非GE
结果: GE后来表现远不如苹果

案例 3: 腾讯——Right Business确认后出手

问题: 段永平怎么决定买腾讯？
方法论的使用: "商业模式和企业文化不错的公司价钱也不错时，我就会有兴趣"——三要素逐一确认
结论: 买入并持有
结果: 腾讯后续成长为巨大市值公司

A2 — 触发场景 (Future Trigger) ★

用户会在什么情境下需要这个 skill?

用户在考虑买入某只股票或投资某家公司
用户在比较多个投资标的，不知道怎么排序
用户问"投资最重要的是什么"
用户纠结"好公司但价格贵"要不要买
用户在建立自己的投资体系/框架

语言信号 (用户的话里出现这些就应激活)

"这家公司值得投资吗"
"投资最重要的是什么"
"好公司但太贵了怎么办"
"什么时候买入/卖出"
"怎么选股票"
"估值合不合理"

与相邻 skill 的区分

与 business-model-evaluator 的区别: 本 skill 是三要素总纲（告诉你三个维度都要看），business-model-evaluator 是 Right Business 维度的深度分析工具
与 culture-judger 的区别: 本 skill 把文化作为投资三要素之一定位，culture-judger 是 Right People 维度的深度诊断

E — 可执行步骤 (Execution)

Right Business 判断（最优先）
- 完成标准: 用 business-model-evaluator 评估商业模式
- 判停条件: 如果商业模式不好（差异化小、无护城河）→ 直接放弃，不需要看人和价格
Right People 判断
- 完成标准: 用 culture-judger 评估企业文化和管理层
- 判停条件: 如果发现不诚信或价值观严重不匹配 → 放弃
Right Price 判断（最后）
- 完成标准: 用未来现金流思维估算，不需要精确——"毛估估"即可
- 关键: 只要前两个对、价格不是极端贵，时间会站在你这边
做决策
- 完成标准: 三个维度都有明确判断后，做出买入/不买入/继续观察的决策
- "该出手时就出手"——三个维度都满足时不犹豫

B — 边界 (Boundary) ★

不要在以下情况使用此 skill

短线交易/投机（时间尺度不匹配）
纯套利机会（不需要看三要素）
非股权类投资（债券、期货等逻辑不同）

作者在书中警告的失败模式

只看价格不看生意: "Price没有那么重要"——太多人被便宜的价格诱惑买了烂生意
跳过Right Business直接看人: "当我强调人时，表示生意模式已经看过了"——不能因为喜欢CEO就忽略商业模式
追求完美时机: "该出手时就出手"——三个维度大致满足就该行动，不要等完美价格

作者的盲点 / 时代局限

"毛估估"的估值方法对大多数普通投资者太难——需要极强的商业判断力
10-20年的时间尺度超出了大多数投资者的耐心和资金期限
对新兴行业（如加密货币）可能不完全适用

容易混淆的邻近方法论

格雷厄姆烟蒂投资: 格雷厄姆强调Price（便宜买），段永平强调Business（好生意）——优先级完全相反
费雪成长股投资: 费雪强调People和管理层调研，段永平认为Business>People——差异在优先级

审计信息

验证通过: V1 ✓ / V2 ✓ / V3 ✓
测试通过率: {{%}} (详见 test-prompts.json)
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.json6 KB

Frequently asked questions

What does the Right Business People Price AI skill do?

Why use Right Business People Price on TypingMind?

Because you install it once and use it with any model. Right Business People Price 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 Right Business People Price in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/kangarooking/duan-yongping-skill/tree/main/business-logic/right-business-people-price. 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 Right Business People Price?

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 Right Business People Price?

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

Is the Right Business People Price 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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Right Business People Price

Overview