| name | duanyongping-benfen-value |
| description | Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence. |
| invest | ./invest.md |
Duan Yongping Benfen Value
Use this skill to apply Duan Yongping / 段永平-style judgment.
When To Use
Use this skill when the user asks for:
- benfen-style value analysis
- whether a business is good and understandable
- long-term hold decision
- whether price is right for a quality business
Trigger phrases include 段永平, Duan Yongping, benfen, 本分, good business right price, 做对的事情, 时间的朋友.
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
- Ask: do I understand this business? If not, stop.
- Judge: is it a good business? Moat, pricing power, durable economics.
- Check: is the price right? Is there margin of safety?
- Verify: is management honest and aligned?
- Decide: if all pass, own it and hold. If any fails, pass.
Output Format
# Duan Yongping Benfen Value View: [Subject]
## Verdict
Own / Watch / Too Hard / 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.
