Value-Investing Checklist
Runs listed companies through a six-gate pre-buy checklist and rates each one
by Xbt Lin
Company Research Report
by Xbt LinSkillResearch something
Writes a full value-investing report on one listed company from four investors' views
The problem it solves
You are thinking of putting real money into one company, and a few news articles don't feel like enough to go on.
For Individual investorsValue-investing learners
- Before
- You read scattered articles and broker notes and try to keep the numbers straight yourself.
- After
- You get one long report on business, moat, management, industry, risks and three-scenario valuation, with key figures checked against two sources.
- Stars
- ★ 17k
- License
- MIT
- Cost
- Usage-based
- Level
- Intermediate
- Contents
- Includes scripts
Overview
This skill from the AI Berkshire collection has your agent research one listed company and write a long report using the approaches of Warren Buffett, Charlie Munger, Duan Yongping and Li Lu. It gathers five years of financials from at least two sources, checks key numbers and valuation scenarios with the repository's Python tools, covers business model, moat, management, industry, risks and price, then spot-checks the figures in the finished report. The instructions and report are in Chinese. It suits individual investors who want a structured first draft before making up their own mind.
It makes the agent cross-check data across two sources, recompute valuation numbers with a script and audit the report instead of trusting the model's math.
Try these first
Start with the first one: it is a small task you can check easily.
- Research [large well-known company]. Put the share count and latest annual revenue, with sources, at the top.First try
- For [company], set out the bull case and the bear case side by side before your conclusion.
- Which numbers in the report came from only one source, and why?
- Save the report and give me the file path.writes a file
Example prompts written by Agent Flows Hub.
What you get
From the creator's documentation.
| Output | What it is | Reads |
|---|---|---|
| Data collection | Revenue, margins, cash flow, competitors, management and valuation gathered from the web | Web data |
| Cross-checks | Key figures confirmed from at least two sources, with gaps over 1% flagged | Web data |
| Valuation scripts | Market cap, valuation and three-scenario numbers computed by the repository's Python tools | Your computer |
| Four viewpoints | Analysis that follows the published approaches of Buffett, Munger, Duan Yongping and Li Lu | Your agent |
| Report audit | A spot-check of the figures in the finished report before it is final | Your computer |
| Report file | The full report saved as a Markdown file in your home folder | Your computer |
Good to know
You are considering one company and want a structured research draft rather than scattered articles. The skill collects financials, cross-checks them, runs valuation scenarios with scripts and writes one long report.
Limits
- A full run makes many tool calls and uses a large number of tokens; the README suggests a quick screen first. The instructions and report are in Chinese.
- The README states the project is for research and education, not investment advice. Check the key figures against the company's own filings.
Notes by Agent Flows Hub (original project name: investment-research (AI Berkshire)), written from the creator's documentation, not from running it ourselves. investment-research SKILL.md · AI Berkshire README (English)
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