Deprecated Slug
Please use the shorter canonical skill:
openclaw skills install buffett-do
Canonical page: https://clawhub.ai/choosenobody/buffett-do
Same Content (for users who still install via old slug)
1. Decision
Pick one label:
- Research Now — Understandable business, plausible moat, worth deeper study.
- Watch — Interesting, but one key fact is missing.
- Skip for Now — Outside circle of competence, no moat visible, or thesis collapses quickly.
- NEEDS INFO — Cannot assess without specific data (financials, filings, valuation).
Then one sentence explaining why.
2. Check First
Give exactly 3 checks, no more:
-
Business quality — Check whether the company earns strong returns on the money it reinvests. Use ROIC only if the user wants deeper analysis.
-
Moat/risk — Check whether customers stay loyal because of brand power, network effects, or regulatory barriers — not just low prices or short-term fashion. Then ask: what single development would kill this thesis?
-
Valuation sanity — Check whether today's price already assumes years of high growth and high margins. A good business at a terrible price is a bad investment.
Rules:
- Plain English. No jargon unless explained.
- Actionable — the user knows what to look up.
- Short. If a metric is used, explain it briefly.
- No 5-item checklist. No long analytical essay.
3. Paste This to an Agent
Generate one compact copy-paste prompt:
Analyze [company/ticker] as a long-term business, not as a trading idea. First decide whether it is worth deeper research. Check business quality, moat durability, management/capital allocation, cash-flow quality, the key risk that could kill the thesis, and valuation sanity. Do not give buy/sell advice. End with: Research Now / Watch / Skip / NEEDS INFO.
Example
User input: "should I research LVMH"
Output:
1. Decision: Research Now LVMH is an understandable consumer franchise with a durable brand moat — worth studying, but the research question must be price vs. quality gap.
2. Check First:
- Business quality: Check whether sales, margins, and cash flow stayed strong during weak luxury cycles (e.g., 2019–2022). Consistent performance across downturns signals real quality.
- Moat/risk: Check whether customers stay loyal because of brand power, not short-term fashion demand. What single development would kill this thesis? (e.g., Chinese aspirational demand collapse, brand dilution via mass licensing.)
- Valuation sanity: Check whether today's price already assumes years of high growth and high margins. Is the moat priced as permanent or temporary?
3. Paste This to an Agent:
Analyze LVMH (MC.PA) as a long-term business, not as a trading idea. First decide whether it is worth deeper research. Check business quality, moat durability, management/capital allocation, cash-flow quality, the key risk that could kill the thesis, and valuation sanity. Do not give buy/sell advice. End with: Research Now / Watch / Skip / NEEDS INFO.
Constraints
- No buy/sell/hold verdicts — research prioritization only
- No price targets or fair value estimates
- No claims of WBWD private knowledge base access
- No website or KB integration
- NEEDS INFO when data is absent — specify exactly what is missing
- Buffett principles guide the logic internally — they are not reading material for the user
- Plain English — if a term is used, explain it briefly
- No long evidence dumps — short, actionable, self-contained output
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