| 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
- Identify the industry leader with structural advantage.
- Write the thesis in 2-3 sentences. If you can't, pass.
- Check valuation relative to quality and growth.
- 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.
