{"id":51197071,"url":"https://github.com/agi-now/buffett-skills","last_synced_at":"2026-07-16T06:00:46.824Z","repository":{"id":349987895,"uuid":"1204791292","full_name":"agi-now/buffett-skills","owner":"agi-now","description":"A collection of ai skills built on Warren Buffett's investing framework.","archived":false,"fork":false,"pushed_at":"2026-04-08T11:05:36.000Z","size":71,"stargazers_count":0,"open_issues_count":0,"forks_count":0,"subscribers_count":0,"default_branch":"main","last_synced_at":"2026-04-08T13:10:05.993Z","etag":null,"topics":["ai","btc","buffett","ethereum","finance","skills"],"latest_commit_sha":null,"homepage":"","language":null,"has_issues":true,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":null,"license":null,"status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/agi-now.png","metadata":{"files":{"readme":"README.md","changelog":null,"contributing":null,"funding":null,"license":null,"code_of_conduct":null,"threat_model":null,"audit":null,"citation":null,"codeowners":null,"security":null,"support":null,"governance":null,"roadmap":null,"authors":null,"dei":null,"publiccode":null,"codemeta":null,"zenodo":null,"notice":null,"maintainers":null,"copyright":null,"agents":null,"dco":null,"cla":null}},"created_at":"2026-04-08T10:37:13.000Z","updated_at":"2026-04-08T11:05:40.000Z","dependencies_parsed_at":null,"dependency_job_id":null,"html_url":"https://github.com/agi-now/buffett-skills","commit_stats":null,"previous_names":["agi-now/buffett-skills"],"tags_count":null,"template":false,"template_full_name":null,"purl":"pkg:github/agi-now/buffett-skills","repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/agi-now%2Fbuffett-skills","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/agi-now%2Fbuffett-skills/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/agi-now%2Fbuffett-skills/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/agi-now%2Fbuffett-skills/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/agi-now","download_url":"https://codeload.github.com/agi-now/buffett-skills/tar.gz/refs/heads/main","sbom_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/agi-now%2Fbuffett-skills/sbom","scorecard":null,"host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":286080680,"owners_count":35532646,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2026-05-26T15:22:16.424Z","status":"online","status_checked_at":"2026-07-16T02:00:06.687Z","response_time":83,"last_error":null,"robots_txt_status":"success","robots_txt_updated_at":"2025-07-24T06:49:26.215Z","robots_txt_url":"https://github.com/robots.txt","online":true,"can_crawl_api":true,"host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":["ai","btc","buffett","ethereum","finance","skills"],"created_at":"2026-06-27T21:31:06.298Z","updated_at":"2026-07-16T06:00:46.818Z","avatar_url":"https://github.com/agi-now.png","language":null,"funding_links":[],"categories":["Data Analysis Skills"],"sub_categories":[],"readme":"\u003e **[中文版本 →](README.zh.md)**\n\n# bft-skills\n\nA collection of Claude Code skills built around Warren Buffett's investment framework.\n\n\n\u003cvideo src=\"bft.mp4\" controls width=\"600\"\u003e\u003c/video\u003e\n\n## Skills\n\n### `buffett` — Buffett Investment Thinking System\n\nActivates Warren Buffett's complete investment thinking system. Covers the full workflow from quick screening to deep analysis, with structured output and industry-specific playbooks.\n\n**Triggers automatically when you:**\n- Analyze any stock or company\n- Evaluate an investment opportunity\n- Read financial reports, annual letters, or shareholder letters\n- Judge a company's moat or competitive advantage\n- Assess management quality and integrity\n- Make buy / hold / sell decisions\n- Discuss value investing concepts (compounding, intrinsic value, margin of safety, circle of competence, Mr. Market)\n- Analyze specific industries (insurance, banking, consumer, media, energy, railroads, tech)\n- Handle capital allocation, buybacks, or dividends\n- Assess market sentiment or macro risk\n\nNo need to mention \"Buffett\" — any investment analysis or business quality question triggers the skill.\n\n## Installation\n\nClone this repo and copy the `skills/buffett` folder into your project:\n\n```bash\ngit clone https://github.com/agi-now/buffett-skills /tmp/buffett-skills\ncp -r /tmp/buffett-skills/skills/buffett your-project/.claude/skills/buffett\n```\n\nThe skill must be placed at `.claude/skills/buffett/SKILL.md` relative to your project root:\n\n```\nyour-project/\n└── .claude/\n    └── skills/\n        └── buffett/          ← this folder\n            ├── SKILL.md\n            └── references/\n                ├── 01-thinking-frameworks.md\n                ├── 02-investment-philosophy.md\n                ├── 03-business-moat.md\n                ├── 04-management-governance.md\n                ├── 05-financial-metrics.md\n                ├── 06-valuation-capital.md\n                ├── 07-risk-behavior.md\n                └── 08-industry-playbooks.md\n```\n\nClaude Code auto-discovers skills placed under `.claude/skills/\u003cname\u003e/SKILL.md` — no registration required.\n\n## Skill Structure\n\nThe `buffett` skill uses **progressive disclosure**: `SKILL.md` is always loaded, and the 8 reference files are read on-demand based on the analysis type.\n\n### Dispatch Logic\n\n| Path | When | Files Read |\n|------|------|-----------|\n| **A · Quick screen** | \"Is this worth analyzing?\" | None — uses the 8-question checklist |\n| **B · Deep analysis** | Full company evaluation | `03→04→05→06`, plus `08` (industry) and `07` (risk) as needed |\n| **C · Topic question** | Specific concept or decision | Directly loads the relevant reference file |\n\n### Reference Files\n\n| File | Content |\n|------|---------|\n| `01-thinking-frameworks.md` | Circle of competence, inversion, Mr. Market, long-term thinking, Munger's mental models |\n| `02-investment-philosophy.md` | Intrinsic value, compounding, undervaluation, concentration, EMH rebuttal |\n| `03-business-moat.md` | Five moat types, franchise vs. commodity business, economic goodwill |\n| `04-management-governance.md` | Three-dimensional management assessment, institutional imperative, corporate culture |\n| `05-financial-metrics.md` | Owner earnings, ROIC/ROE, cash conversion rate, look-through earnings |\n| `06-valuation-capital.md` | Three valuation methods, margin of safety, five capital allocation paths |\n| `07-risk-behavior.md` | When to sell, value traps, leverage, inflation, derivatives, behavioral biases |\n| `08-industry-playbooks.md` | Insurance, banking, consumer, media, energy, railroads, tech, cautionary tales |\n\n### Output Format\n\nEvery analysis follows a structured template with all sections required:\n\n- **Conclusion** — Buy / Don't buy / Watch / Hold / Sell + one-sentence rationale\n- **Circle of Competence** — In circle / Out of circle / Boundary\n- **Key Assumptions** — 3–5 core assumptions the decision depends on\n- **Business Quality** — Moat type + strength + trend, management assessment\n- **Financial Snapshot** — ROIC, cash conversion rate, owner earnings estimate\n- **Valuation** — Intrinsic value range, margin of safety %, suggested entry price\n- **Sell Criteria Check** — Four sell criteria checked individually (required for hold/sell questions)\n- **Key Risks** — Top 3 risks only\n- **Monitoring Indicators** — Quarterly checks and sell triggers\n- **Final Verdict** — Decision and rationale in Buffett's voice\n\n## Eval Results\n\nBenchmarked across 3 test cases (Apple stock analysis, banking framework, Moutai hold/sell):\n\n| Metric | with skill | without skill | Delta |\n|--------|-----------|---------------|-------|\n| Pass rate | **100%** (15/15) | 66.7% (10/15) | **+33%** |\n| Avg tokens | 43,353 | 12,524 | +30,829 |\n| Avg time | 154.4s | 95.2s | +59.2s |\n\nThe skill's primary value is systematic reference file reading (11+ tool calls vs 2) and strict output format adherence. The token/time cost is the tradeoff for analytical depth.\n\n## Mind Map\n\n```mermaid\nmindmap\n  root((bft-skills\u003cbr/\u003eBuffett Investment System))\n\n    Trigger Scenarios\n      Stock / Company Analysis\n      Financial Reports / Annual Letters\n      Buy · Hold · Sell Decisions\n      Moat / Competitive Advantage\n      Management Quality Assessment\n      Value Investing Concepts\n      Industry-Specific Analysis\n      Capital Allocation / Buybacks / Dividends\n      Market Sentiment / Macro Risk\n\n    Three Core Modules\n      Moat Scanner\n        Cost Advantage\n        Switching Costs\n        Network Effects\n        Intangible Assets\n        Efficient Scale\n      Management Mirror\n        Promises vs. Delivery\n        Capital Allocation History\n        Pay-Shareholder Alignment\n      Margin of Safety Calculator\n        Optimistic / Base / Pessimistic\n        Intrinsic Value Range\n        Suggested Entry Price\n\n    Dispatch Logic\n      A · Quick Screen\n        8-Question Checklist\n        No Reference Files Needed\n      B · Deep Analysis\n        Moat 03\n        Management 04\n        Financials 05\n        Valuation 06\n        Industry Playbook 08 (as needed)\n        Risk \u0026 Behavior 07 (as needed)\n      C · Topic Question\n        Load Relevant File Directly\n\n    8 Reference Files\n      01 Thinking Frameworks\n        Circle of Competence · Inversion\n        Mr. Market · Munger's Models\n      02 Investment Philosophy\n        Intrinsic Value · Compounding\n        Concentration · Undervaluation\n      03 Business Moat\n        Five Moat Types\n        Franchise vs. Commodity\n        Economic Goodwill\n      04 Management \u0026 Governance\n        Three-Dimensional Assessment\n        Institutional Imperative · Culture\n      05 Financial Metrics\n        Owner Earnings\n        ROIC / ROE\n        Cash Conversion Rate\n      06 Valuation \u0026 Capital\n        Three Valuation Methods\n        Margin of Safety\n        Five Capital Allocation Paths\n      07 Risk \u0026 Behavior\n        When to Sell\n        Value Traps\n        Behavioral Biases\n      08 Industry Playbooks\n        Insurance · Banking · Consumer\n        Media · Energy · Railroads\n        Tech · Cautionary Tales\n\n    Output Format\n      Conclusion (Buy/Pass/Hold/Sell)\n      Circle of Competence\n      Key Assumptions (3-5)\n      Business Quality (Moat + Management)\n      Financial Snapshot\n      Valuation \u0026 Margin of Safety\n      Sell Criteria Check\n      Key Risks (max 3)\n      Monitoring Indicators\n      Final Verdict\n```\n\n## Source Material\n\nReference files were compiled from 49 concept pages in the Buffett Letters corpus, covering every major topic from Buffett's shareholder letters and public writings.\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fagi-now%2Fbuffett-skills","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fagi-now%2Fbuffett-skills","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fagi-now%2Fbuffett-skills/lists"}