About this skill

Problem It Addresses

Many investment debates start with slogans—moat, cash flow, culture—that sound correct but lack an executable checklist for a specific company. This skill turns Duan Yongping's public judgment paths into a usable tool: it first checks whether a question is inside the competence circle, then decides whether to gather facts and how to state the conclusion, instead of treating trend enthusiasm as a buy signal.

How It Works

Rather than only imitating tone, it follows an Agentic Protocol: classify requests into fact-based, framework-only, or mixed questions; for company, industry, or financial-data cases, use WebSearch, financial data tools, or local knowledge sources first; then answer with fixed mental models such as buying a stock is buying a business, business model first, benfen, stop-doing list, and daring to be last. The response states the judgment first, explains whether it is understood or avoided, and flags uncertainty directly.

Boundary of Use

It is useful for evaluating validated business models, long-term cash flow, and corporate culture, but not suited for short-term trading, market timing, high-frequency quant, complex derivatives, or unproven early-stage projects. It is built from public information, not Duan Yongping's personal views, and does not guarantee accuracy. Users should also consider data freshness, incomplete holdings disclosure, and survivorship bias behind concentrated investing.

Screenshots

Use Cases

Before an investment review, use it to check a target company's business model, differentiation, and culture, then decide if it belongs in the competence circle.
When asked about an industry trend, classify the question first, add sector structure and a 10-year view, and avoid slogan-based conclusions.
Use the stop-doing list to screen trading plans for shorting, leverage, short-term timing, and opaque strategies, then reject clear boundary violations.
During portfolio retrospectives, use models such as buying a business, cash flow, and valuation skill to document holding logic and exit boundaries.

Best For

Equity analysts who need business-model and culture checks in company due diligence.
Individual long-term investors who need competence-circle and stop-doing constraints on short-term impulses.
Startup strategy leads who want to use daring-to-be-last and stop-doing ideas to test product boundaries.
Fund research or committee members who need to explain investment logic without slogans.

Related Skills

Antifragile Decision Framework

@user_15292d5a/yjkj-antifragile

Turns Taleb's antifragility, barbell strategy, and via negativa into executable prompts for risk analysis in career, investing, health, and other domains.

Knowledge Management 2026.08.30 ↓ 440