Agent skill

Aesop Three Questions

by kangarooking in kangarooking/buffett-letters-skill

用户需要评估一个资产/投资/项目的价值,或纠结某个东西"值不值"时。适用于任何能产生(或不产生)现金流的资产评估. An agent skill from kangarooking/buffett-letters-skill.

MITAuto-check passedBusiness, Finance & HR

Install Aesop Three Questions

skills CLI
$ npx skills add kangarooking/buffett-letters-skill --skill aesop-three-questions -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install kangarooking/buffett-letters-skill aesop-three-questions --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/kangarooking/buffett-letters-skill.git skills-src && mkdir -p .claude/skills && cp -r skills-src/aesop-three-questions .claude/skills/aesop-three-questions && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
aesop-three-questions
GitHub stars
102
Token cost
~645 tokens
SKILL.md length
184 words
Files
2
Skills in repo
12
Repo updated
First seen
Licence
MIT

At a glance

用户需要评估一个资产/投资/项目的价值,或纠结某个东西"值不值"时。适用于任何能产生(或不产生)现金流的资产评估. An agent skill from kangarooking/buffett-letters-skill.

  • Works in 3 steps: 确定性(鸟真的在吗?): 你有多大把握这个资产会产生未来现金流?证据是什么? → 时间与数量(何时出现?有多少?): 现金流什么时候来?来多少?持续多久? → 折现率(无风险利率是多少?): 今天的$1和未来的$1价值不同——用无风险利率折现
  • Business, Finance & HR work in your project
  • SKILL.md covers R — 原文 (Reading), I — 方法论骨架 (Interpretation), A1 — 书中的应用 (Past Application) and A2 — 触发场景 (Future Trigger) ★, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Aesop Three Questions is an agent skill from kangarooking/buffett-letters-skill. 用户需要评估一个资产/投资/项目的价值,或纠结某个东西"值不值"时。适用于任何能产生(或不产生)现金流的资产评估。 语言信号:"这个值多少钱"/"这只股票贵不贵"/"这个项目值不值得投"/"应该用PE还是PB估值" 不适用于:不需要估值分析的纯情感/审美决策。

Its SKILL.md is about 650 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `test-prompts.json`).

It sits in Business, Finance & HR. The repository describes itself as: An AI skill pack for value investing, capital allocation, and behavioral discipline, distilled from Warren Buffett's 60+ years of shareholder letters. The licence is MIT.

When your agent uses it

  • Business, Finance & HR work in your project

Example prompts

  • “时。适用于任何能产生(或不产生)现金流的资产评估。 语言信号:”
  • “这只股票贵不贵”
  • “这个项目值不值得投”
  • “/aesop-three-questions”

Workflow steps

3 steps, taken from the first numbered list in SKILL.md.

  1. 确定性(鸟真的在吗?): 你有多大把握这个资产会产生未来现金流?证据是什么?
  2. 时间与数量(何时出现?有多少?): 现金流什么时候来?来多少?持续多久?
  3. 折现率(无风险利率是多少?): 今天的$1和未来的$1价值不同——用无风险利率折现

What it can do on your machine

Read from SKILL.md and the folder at commit 5b1fbe1. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Aesop Three Questions loads about 645 tokens when it runs. Until then it costs about 38 tokens; SKILL.md has 184 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~38
When it runs · the whole SKILL.md, loaded when a task matches
~645

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from kangarooking/buffett-letters-skill at commit 5b1fbe1, republished under its MIT licence (© kangarooking). 184 words, ~645 tokens.

Download SKILL.mdSave it as .claude/skills/aesop-three-questions/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
aesop-three-questions
description
用户需要评估一个资产/投资/项目的价值,或纠结某个东西"值不值"时。适用于任何能产生(或不产生)现金流的资产评估。 语言信号:"这个值多少钱"/"这只股票贵不贵"/"这个项目值不值得投"/"应该用PE还是PB估值" 不适用于:不需要估值分析的纯情感/审美决策。
source_book
《巴菲特致股东的信》 沃伦·巴菲特
source_chapter
2000年信
tags
valuation, intrinsic-value, dcf, aesop
related_skills
circle-of-competence, margin-of-safety, economic-moat, three-asset-categories, first-law-of-capital-allocation, look-through-earnings

伊索三问 / 内在价值评估

R — 原文 (Reading)

"The oracle was Aesop and his enduring, though somewhat incomplete, investment insight was 'a bird in the hand is worth two in the bush.' To flesh out this principle, you must answer only three questions: How certain are you that there are indeed birds in the bush? When will they emerge and how many will there be? What is the risk-free interest rate?"

— Warren Buffett, 2000年信


I — 方法论骨架 (Interpretation)

伊索三问是一个通用估值框架,适用于任何资产——农场、股票、债券、彩票、石油井:

  1. 确定性(鸟真的在吗?): 你有多大把握这个资产会产生未来现金流?证据是什么?
  2. 时间与数量(何时出现?有多少?): 现金流什么时候来?来多少?持续多久?
  3. 折现率(无风险利率是多少?): 今天的$1和未来的$1价值不同——用无风险利率折现

关键洞察:

  • 增长只是价值方程中的一个变量,不是对立面。增长可能是加号也可能是减号
  • 常用指标(PE/PB/股息率)只是"线索"而非"答案"——它们帮你估计鸟的数量和时间
  • 如果灌木丛里没有鸟(不产生现金流),任何价格都是投机

A1 — 书中的应用 (Past Application)

案例1: 三类资产评估(2011年信)
  • 问题: 如何评估货币性资产、黄金、生产性资产的长期价值?
  • 方法论的使用:
    • 货币性资产(债券):鸟的数量确定但货币在贬值 → 实际回报可能为负
    • 黄金(非生产性):灌木丛里没有鸟 → 完全依赖有人出更高价
    • 生产性资产(农场/企业):鸟会持续出现且数量可能增长 → 长期赢家
  • 结论: 生产性资产是"跑赢者"
  • 结果: 伯克希尔始终专注于生产性资产
案例2: Coca-Cola投资
  • 问题: Coca-Cola值不值$13亿?
  • 方法论的使用: 鸟(现金流)确定在,每年数量在增长(销量+定价权),持续期很长
  • 结论: 大量买入
  • 结果: 28年后$250亿价值+$7亿/年股息

A2 — 触发场景 (Future Trigger) ★

  1. 用户在评估一个投资是否"值得"
  2. 用户纠结用什么指标(PE/PB/DCF)估值
  3. 用户在比较不同资产类别的长期吸引力
  4. 用户想判断一个"增长股"是否被高估
  5. 用户问"NFT/加密货币/黄金值多少钱"
语言信号
  • "这个值不值这个价?"
  • "这只股票贵不贵?"
  • "应该用PE还是DCF?"
  • "增长股和价值股哪个好?"
  • "XX资产有没有内在价值?"
与相邻 skill 的区分
  • 与 margin-of-safety 的区别:伊索三问估价值,安全边际用价值与价格比较
  • 与 economic-moat 的区别:护城河解释"为什么鸟会持续出现",伊索三问计算"有多少鸟"

E — 可执行步骤 (Execution)

  1. 回答第一个问题:确定性

    • 完成标准:列出3条证据证明这个资产会产生未来现金流(或说明无法证明)
    • 判停:如果无法证明现金流存在 → 这不是投资而是投机,停止
  2. 回答第二个问题:时间与数量

    • 完成标准:估计未来5-10年的现金流区间(不用精确,给范围即可)
  3. 回答第三个问题:折现并比较

    • 完成标准:用无风险利率折现后与当前价格比较,得出"便宜/合理/贵"的判断

B — 边界 (Boundary)

  • 不要对不产生现金流的资产用此框架(如比特币/NFT/黄金)——灌木丛里没有鸟,算不出来
  • 对快速变化的行业,第二个问题(时间与数量)极难回答——诚实承认"我不知道"
  • 内在价值是一个估计值而非精确数字——"宁可大概对也不要精确错"
  • 作者局限:巴菲特对美国长期利率的假设可能不适用于其他市场

相关 skills (阶段 3 填充)

  • depends-on: circle-of-competence
  • composes-with: margin-of-safety, economic-moat

审计信息

  • 验证通过: V1 ✓ / V2 ✓ / V3 ✓
  • 蒸馏时间: 2026-04-16

© kangarooking, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file in aesop-three-questions of kangarooking/buffett-letters-skill.

  • SKILL.md
  • test-prompts.json

Open the folder on GitHubat commit 5b1fbe1

Compare with similar skills

Aesop Three Questions next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Aesop Three Questions compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Aesop Three Questions this skillkangarooking/buffett-letters-skill102—~645Automated safety check: PassMIT
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Theme Detectortradermonty/claude-trading-skills3k2 repos~4.9kAutomated safety check: PassMIT
Creating Financial ModelsChen-zexi/open-ptc-agent7293 repos~1.3kAutomated safety check: PassMIT
Stock APIzhangxiangliang/stock-api2k—~507Automated safety check: PassMIT
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Questions about Aesop Three Questions

What does Aesop Three Questions do?

用户需要评估一个资产/投资/项目的价值,或纠结某个东西"值不值"时。适用于任何能产生(或不产生)现金流的资产评估. An agent skill from kangarooking/buffett-letters-skill. Aesop Three Questions is an agent skill from kangarooking/buffett-letters-skill.

When should I use Aesop Three Questions?

Aesop Three Questions fits situations like: business, Finance & HR work in your project.

How do I install Aesop Three Questions in Claude Code?

Run `npx skills add kangarooking/buffett-letters-skill --skill aesop-three-questions -a claude-code`. Or copy the skill folder (aesop-three-questions in kangarooking/buffett-letters-skill) into .claude/skills/aesop-three-questions in your project. Claude Code loads it when a task matches its description.

How do I install Aesop Three Questions in Codex?

Run `npx skills add kangarooking/buffett-letters-skill --skill aesop-three-questions -a codex`. Or copy the skill folder (aesop-three-questions in kangarooking/buffett-letters-skill) into .agents/skills/aesop-three-questions in your project. Codex loads it when a task matches its description.

Can I use Aesop Three Questions in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add kangarooking/buffett-letters-skill --skill aesop-three-questions -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/aesop-three-questions, .gemini/skills/aesop-three-questions, .github/skills/aesop-three-questions and .opencode/skills/aesop-three-questions in your project.

What does Aesop Three Questions need to run?

SKILL.md names no scripts, command-line tools or credentials: Aesop Three Questions is instructions for the agent only.

Does Aesop Three Questions access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Aesop Three Questions safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Aesop Three Questions use?

Aesop Three Questions is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Aesop Three Questions use?

About 645 tokens (SKILL.md is roughly 2.6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Aesop Three Questions?

Skills that share tags, products or a category with Aesop Three Questions: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Theme Detector (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Stock API (zhangxiangliang/stock-api, 2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Aesop Three Questions?

kangarooking (a GitHub user) maintains it in kangarooking/buffett-letters-skill, which has 102 GitHub stars. The repository holds 12 skills in this directory. The repository was last updated on April 17, 2026.

Source: kangarooking/buffett-letters-skill on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.