danbin-longterm-compounder

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

1. Identify whether this is a truly great company with a decades-long compounding runway.
2. Assess moat durability and pricing power.
3. Check if valuation is acceptable (not necessarily cheap).
4. 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.