| name | alphagbm-buffett-analysis |
| description | Warren Buffett-lens scorecard for any ticker. Scores 4 dimensions 0-100 each
(business / circle of competence, moat / durable advantage, management / capital
allocation, valuation / fair price vs 10Y treasury) and returns a weighted
overall HOLDABLE / WATCHABLE / AVOID verdict. This is NOT a generic fundamental
screener — it's Buffett's specific framework mechanically applied: sector
simplicity, gross margin + ROE + profit margin thresholds, FCF yield vs treasury,
and dividend-continuity as management proxy.
Triggers: "Buffett analysis AAPL", "score KO with Buffett lens", "would Buffett
buy MSFT", "JNJ Buffett scorecard", "AAPL moat analysis", "fair price vs bonds",
"Buffett-style verdict on NVDA", "long-term hold analysis"
|
| globs | ["mock-data/buffett-analysis/**"] |
AlphaGBM Buffett Analysis
The 4 lenses Buffett himself says he applies, computed from yfinance fundamentals
and returned as a single-number verdict plus reasoning for each lens.
The 4 Lenses
- Business (20% weight) — circle of competence. Simple sectors (consumer
staples, utilities, industrials) score high. Complex sectors (tech, healthcare,
financials) score lower unless mega-cap like AAPL.
- Moat (30% weight) — durable advantage. Gross margin > 40%, ROE > 20%,
profit margin > 15%, and market cap > $100B each contribute to the moat score.
- Management (15% weight) — capital allocation proxy via dividend continuity
- payout ratio (15-60% is ideal balance) + 5yr avg div yield.
- Valuation (35% weight) — fair price check. PE < 15 → +20, PEG < 1 → +15,
FCF yield > 10Y treasury + 2pp → +20. PE > 40 or PEG > 2.5 → deductions.
Overall Verdict
- ≥ 75 → HOLDABLE (color green) — meets Buffett standards, long-term hold
- 55-74 → WATCHABLE (color amber) — wait for better price or clearer evidence
- < 55 → AVOID (color red) — fails Buffett's standards
Why This Is a Separate Skill
The generic alphagbm-stock-analysis runs a G=B+M style/momentum score. Buffett's
framework is different — it weights moat + valuation much more heavily than
momentum, and penalizes complex businesses regardless of growth. This skill
codifies Buffett's rules, not AlphaGBM's house rules.
How to Use
Input:
ticker (required) — US stock symbol
Output:
scorecard.business: {score, sector, industry, verdict_zh, verdict_en}scorecard.moat: {score, gross_margin, roe, profit_margin, market_cap_b, reasons_zh, reasons_en}scorecard.management: {score, dividend_rate, payout_ratio, reasons_zh, reasons_en}scorecard.valuation: {score, pe, forward_pe, peg, pb, fcf_yield_pct, ten_year_treasury, reasons_zh, reasons_en}scorecard.overall: {score, verdict, verdict_zh, verdict_en, color}
Example Queries
Buffett analysis on KO → likely HOLDABLE (simple business, strong moat, 30+ year hold by Buffett himself)would Buffett buy NVDA → likely WATCHABLE or AVOID (complex sector, high valuation)Buffett scorecard JNJ → likely HOLDABLE (consumer defensive, strong margins, reasonable PE)score AAPL with Buffett lens → reference Berkshire's own holding for contextapply Buffett's checklist to WMT → retail-native test case
Mock Data
Mock data in mock-data/buffett-analysis/ — sample for KO (HOLDABLE).
API Endpoint
POST /api/masters/buffett-analyze
Content-Type: application/json
Request body:
{"ticker": "KO"}
Response shape:
{
"success": true,
"ticker": "KO",
"current_price": 63.4,
"scorecard": {
"business": {
"score": 85,
"sector": "Consumer Defensive",
"industry": "Beverages - Non-Alcoholic",
"verdict_zh": "业务相对简单,在巴菲特能力圈范围内",
"verdict_en": "Relatively simple business within Buffett's circle"
},
"moat": {
"score": 100,
"gross_margin": 60.3,
"roe": 41.8,
"profit_margin"
Pricing: 1 stock-analysis credit per call; 30-min cache per ticker (cache hits free).
Related Skills
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