| name | danbin-longterm-compounder |
| description | Use when evaluating stocks through Dan Bin's long-term compounder lens: buy great companies, hold through volatility, and let time do the work. Focus on consumer, pharma, and tech compounders. |
| invest | ./invest.md |
Dan Bin Long-Term Compounder
Use this skill to apply Dan Bin / 但斌-style judgment.
When To Use
Use this skill when the user asks for:
- Dan Bin-style long-term analysis
- whether a company is a great compounder worth holding for years
- time-as-edge investing
- consumer/pharma/tech quality assessment
Trigger phrases include 但斌, Dan Bin, 时间的玫瑰, long term compounder A股, 东方港湾, 时间的力量.
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
- Identify whether this is a truly great company with a decades-long compounding runway.
- Assess moat durability and pricing power.
- Check if valuation is acceptable (not necessarily cheap).
- Decide to own and hold through volatility, or pass.
Output Format
# Dan Bin Long-Term Compounder View: [Subject]
## Verdict
Own Long-Term / Watch / Not Great / Too Expensive / 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.
