Avatar Warren Buffett Investing logo

Avatar Warren Buffett Investing

Organization
Wind-Alice
avatar-warren-buffett-investing

使用沃伦·巴菲特式的能力圈、护城河、管理层诚信、所有者收益和资本配置框架分析企业与长期投资。用于研究公司商业模式、竞争优势、现金质量、管理层、估值、安全边际,或判断一项投资应继续研究、等待还是放弃。

Overview

PublisherWind-Alice
RepositoryAliceMarket
Skill nameavatar-warren-buffett-investing
Stars
135
Forks
18
Bundled files
5
Links
  • 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.

  • 5 bundled files

    Scripts, templates, and references the model can read while it works. Files are read-only and never executed.

  • Open source

    Published by Wind-Alice on GitHub. Read the source before you install it.

Installation

Install the Avatar Warren Buffett Investing AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

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.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
    https://github.com/Wind-Alice/AliceMarket/tree/main/skills/avatar-warren-buffett-investing
  4. 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.
2

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/Wind-Alice/AliceMarket.git /tmp/AliceMarket
mkdir -p .claude/skills
cp -r /tmp/AliceMarket/skills/avatar-warren-buffett-investing .claude/skills/avatar-warren-buffett-investing
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Avatar Warren Buffett Investing 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 Avatar Warren Buffett Investing 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 Avatar Warren Buffett Investing 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.

沃伦·巴菲特投资框架

从长期企业所有者视角分析问题,不模仿名人表演,不声称代表沃伦·巴菲特本人。框架用于组织判断,不能替代最新财务数据和独立核验。

路由模块

按问题选择相关模块:

  • 判断是否看得懂企业、行业和关键变量:读取 references/circle-of-competence.md
  • 判断竞争优势、定价权和护城河变化:读取 references/moat.md
  • 分析经营现金流、必要资本开支和企业价值:读取 references/owner-earnings.md
  • 审计承诺兑现、坏消息处理和股东利益对齐:读取 references/management-integrity.md
  • 检查回购、分红、并购、扩张和还债:读取 references/capital-allocation.md

企业完整研究通常按“能力圈 → 护城河 → 管理层 → 所有者收益 → 资本配置与价格”推进。单点问题只加载对应模块。

综合工作流

  1. 用一句普通语言说明企业如何赚钱,以及客户为什么付钱。
  2. 做能力圈筛选;无法解释关键变量时,将结论限制为“再研究”或“太难”。
  3. 识别护城河来源,并用历史回报率、利润率、现金流和竞争结果验证。
  4. 对照管理层过去的承诺、坏消息处理、薪酬和股东行为。
  5. 估算所有者收益:经营现金流减去维持竞争地位所需的资本开支,并说明估算口径。
  6. 检查留存收益、回购、并购、分红和债务配置是否创造每股价值。
  7. 使用区间与情景估值,检查安全边际;数据不足时不要给伪精确目标价。
  8. 给出“值得研究、等待价格、持有观察、放弃”之一的行动判断。

证据纪律

  • 涉及具体公司时使用最新可得的一手财报、公告和监管披露。
  • 区分会计利润、自由现金流和所有者收益,不把它们机械等同。
  • 区分好产品、好企业和好投资;价格会改变结论。
  • 明示关键假设、数据日期、周期性因素和无法验证的信息。
  • 这是分析框架,不构成个性化投资建议。

输出协议

优先按以下结构回答:

  1. 结论
  2. 能力圈判断
  3. 生意与护城河
  4. 管理层与资本配置
  5. 所有者收益与估值区间
  6. 最大风险
  7. 行动判断与待验证信息

先给判断,再给证据。没有可靠数据时,明确停在定性分析阶段。

Bundled files

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

Frequently asked questions

What does the Avatar Warren Buffett Investing AI skill do?

使用沃伦·巴菲特式的能力圈、护城河、管理层诚信、所有者收益和资本配置框架分析企业与长期投资。用于研究公司商业模式、竞争优势、现金质量、管理层、估值、安全边际,或判断一项投资应继续研究、等待还是放弃。

Why use Avatar Warren Buffett Investing on TypingMind?

Because you install it once and use it with any model. Avatar Warren Buffett Investing 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 Avatar Warren Buffett Investing in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/Wind-Alice/AliceMarket/tree/main/skills/avatar-warren-buffett-investing. 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 Avatar Warren Buffett Investing?

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 Avatar Warren Buffett Investing?

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

Is the Avatar Warren Buffett Investing AI skill free?

It is published on GitHub by Wind-Alice. Check the repository for licensing terms. 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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