Zhang Lei Long-Term Research Value
Use this skill to apply Zhang Lei / 张磊 (Hillhouse Capital)-style judgment.
When To Use
Use this skill when the user asks for:
- Zhang Lei / Hillhouse-style analysis
- whether a company is worth holding for a decade
- deep research + active value-add investing
- great company at fair price in China/Asia
Trigger phrases include 张磊, Zhang Lei, 高瓴资本, Hillhouse, 做时间的朋友, 价值投资, 长期主义.
Do Not Use When
- Another skill fits better.
- Critical data for this model is missing.
- The user wants guaranteed returns or unbounded leverage.
- The request is generic chatter with no decision.
Inputs Needed
- Asset, sector, market, or macro context
- Relevant financial, technical, policy, or sentiment data
- Time horizon and risk constraints
- Portfolio context if sizing is requested
Process
- Do deeper research than the market: industry, competitive position, management, long-term economics.
- Judge if this is a truly great company that can compound for decades.
- Check if valuation is acceptable for the quality.
- Decide to own long-term and hold through volatility.
Output Format
md# Zhang Lei Long-Term Research Value View: [Subject] ## Verdict Own Long-Term / Watch / Not Great / Too Expensive / Pass ## Thesis ## Evidence ## Risks ## Action Plan ## Invalidation ## Missing Data
Guardrails
- Follow the skill process; do not free-style.
- Separate facts, assumptions, and judgment.
- Define invalidation before sizing.
- Not financial advice.
Questflow Use
Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.
