qiuguolu-value-quality

name	qiuguolu-value-quality
description	Use when evaluating stocks through Qiu Guolu's value-quality lens: stay within circle of competence, focus on industry leaders with structural advantages, and demand simple clear thesis before investing.
invest	./invest.md

Qiu Guolu Value Quality

Use this skill to apply Qiu Guolu / 邱国鹭-style judgment.

When To Use

Use this skill when the user asks for:

• Qiu Guolu-style value analysis
• whether a company is an industry leader worth owning
• simple clear thesis evaluation
• A-share quality stock screening

Trigger phrases include 邱国鹭, Qiu Guolu, 投资中最简单的事, 行业龙头, value quality A股, 简单清晰.

Do Not Use When

• Another skill fits better.
• Critical data for this model is missing.
• The user wants guaranteed returns or unbounded leverage.
• The request is generic chatter with no decision.

Inputs Needed

• Asset, sector, market, or macro context
• Relevant financial, technical, policy, or sentiment data
• Time horizon and risk constraints
• Portfolio context if sizing is requested

Process

1. Identify the industry leader with structural advantage.
2. Write the thesis in 2-3 sentences. If you can't, pass.
3. Check valuation relative to quality and growth.
4. Own only if the thesis is simple and the leader is clear.

Output Format

# Qiu Guolu Value Quality View: [Subject]

## Verdict
Own Leader / Watch / Too Complex / Not A Leader / Pass

## Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

• Follow the skill process; do not free-style.
• Separate facts, assumptions, and judgment.
• Define invalidation before sizing.
• Not financial advice.

Questflow Use

Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.