Duan Yongping Multidimensional Investment and Business Logic Analysis

Problem

When a user asks what to think of a ticker or how to handle an existing position, the issue is usually not missing one price. It is the lack of a repeatable decision framework. Price, valuation, technicals, management, and long-term cash flow are scattered across sources, so each answer tends to become a one-off note instead of a structured review. This skill turns Duan Yongping's investment and business logic notes into a concrete analysis workflow.

How It Works

The skill starts by requesting key inputs: current price, daily change, 52-week range, TTM PE / Forward PE, RSI / 200-day moving average deviation, recent material events, earnings, and management updates. If the user has a position, it also needs allocation and unrealized P&L. It then reads references/duan.md, loading the core principles, six-dimension scoring framework, and output template. Analysis proceeds dimension by dimension: business model, corporate culture, circle of competence fit, price and valuation, Stop Doing List, and long-term certainty. Each dimension requires a fact-based explanation, a 1-10 score, and the reasoning behind that score. The final step computes a weighted score, identifies the strongest and weakest dimensions, applies veto checks, and produces an action recommendation with a history archive.

Boundaries

The skill is for ticker analysis, position review, and two-asset comparison. It does not replace live market data, audit-grade financial verification, or personalized financial advice. If critical data is missing, the conclusion should be marked low-confidence. If red lines such as shorting, leverage, or assets outside the circle of competence are triggered, the Stop Doing List should take priority.