Agent skill

Business Picker

by kangarooking in kangarooking/buffett-letters-skill

用户在分析股票或投资机会时,需要用"买企业"而非"买股票"的视角来评估. An agent skill from kangarooking/buffett-letters-skill.

MITAuto-check passed

Install Business Picker

skills CLI
$ npx skills add kangarooking/buffett-letters-skill --skill business-picker -a claude-code

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

GitHub CLI
$ gh skill install kangarooking/buffett-letters-skill business-picker --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/business-picker .claude/skills/business-picker && 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
business-picker
GitHub stars
102
Token cost
~441 tokens
SKILL.md length
112 words
Files
2
Skills in repo
12
Repo updated
First seen
Licence
MIT

At a glance

用户在分析股票或投资机会时,需要用"买企业"而非"买股票"的视角来评估. An agent skill from kangarooking/buffett-letters-skill.

  • Works in 4 steps: 用户问"这只股票会不会涨"——应转向"这个企业好不好" → 用户在看K线图或技术指标——应转向看财报和商业模式 → 用户关注"市场情绪"而非"企业分析" → …
  • SKILL.md covers R — 原文 (Reading), I — 方法论骨架, A1 — 书中的应用 and A2 — 触发场景, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Business Picker is an agent skill from kangarooking/buffett-letters-skill. 用户在分析股票或投资机会时,需要用"买企业"而非"买股票"的视角来评估。 语言信号:"这只股票技术面怎么样"/"股价会涨吗"/"应该买什么股票" 不适用于:纯粹的企业经营管理问题(不涉及估值时)。

Its SKILL.md is about 440 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `test-prompts.json`).

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.

Example prompts

  • “的视角来评估。 语言信号:”
  • “应该买什么股票”
  • “/business-picker”

Workflow steps

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

  1. 用户问"这只股票会不会涨"——应转向"这个企业好不好"
  2. 用户在看K线图或技术指标——应转向看财报和商业模式
  3. 用户关注"市场情绪"而非"企业分析"
  4. 用户纠结短期股价波动

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

Business Picker loads about 441 tokens when it runs. Until then it costs about 29 tokens; SKILL.md has 112 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~29
When it runs · the whole SKILL.md, loaded when a task matches
~441

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). 112 words, ~441 tokens.

Download SKILL.mdSave it as .claude/skills/business-picker/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
business-picker
description
用户在分析股票或投资机会时,需要用"买企业"而非"买股票"的视角来评估。 语言信号:"这只股票技术面怎么样"/"股价会涨吗"/"应该买什么股票" 不适用于:纯粹的企业经营管理问题(不涉及估值时)。
source_book
《巴菲特致股东的信》 沃伦·巴菲特
source_chapter
1987年信 / 2021年信
tags
investment-philosophy, business-analysis, fundamental
related_skills
circle-of-competence, economic-moat, aesop-three-questions, look-through-earnings, hold-forever, mr-market, float-thinking, partner-with-admired

做生意不做股票

R — 原文 (Reading)

"We think of ourselves as business analysts — not as market analysts, not as macroeconomic analysts, and not even as security analysts." (1987) "Charlie and I are not stock-pickers; we are business-pickers." (2021)

I — 方法论骨架

买股票 = 买企业的一部分,应该用买整个企业相同的标准评估:

  • 关注企业的经济特征(护城河/定价权/管理层),而非股价走势
  • 关注长期现金流创造能力,而非季度盈利波动
  • 不预测市场方向,只分析企业质量
  • 持有期限以"年"计,以"天"计的是交易不是投资

A1 — 书中的应用

案例: Apple投资
  • 问题: 如何在科技行业做价值投资?
  • 使用: 把Apple当作企业而非股票——评估其生态系统锁定效应、用户忠诚度、现金流
  • 结果: 5.55%股权,伯克希尔享有的Apple收益($56亿)远超收到的股息($7.85亿)

A2 — 触发场景

  1. 用户问"这只股票会不会涨"——应转向"这个企业好不好"
  2. 用户在看K线图或技术指标——应转向看财报和商业模式
  3. 用户关注"市场情绪"而非"企业分析"
  4. 用户纠结短期股价波动
语言信号
  • "这只股票会涨吗?"
  • "技术面怎么样?"
  • "股价到支撑位了"
  • "今天跌了X%,要不要卖?"
与相邻 skill 的区分
  • 与 mr-market 的区别:市场先生关注如何对待价格波动,做生意关注根本不看价格只看企业

E — 可执行步骤

  1. 假设你要买整个公司——用评估私有企业相同的标准

    • 完成标准:写出一页"如果这家公司是非上市的,你愿意出多少钱买"
  2. 评估三个核心维度

    • 经济特征(护城河宽度)
    • 管理层质量(诚信+能力)
    • 价格与价值的关系
    • 完成标准:每个维度有具体证据支持
  3. 忽略所有市场噪音(股价走势/分析师评级/市场情绪)

    • 完成标准:决策文档中不包含任何价格走势相关的内容

B — 边界

  • 需要能力圈——不是所有企业你都能分析
  • 非上市企业没有流动性,不能简单类比
  • 作者盲点:巴菲特可以影响企业决策(控股/董事席位),散户不能

相关 skills (阶段 3 填充)

  • depends-on: circle-of-competence, economic-moat
  • composes-with: aesop-three-questions, look-through-earnings

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 business-picker of kangarooking/buffett-letters-skill.

  • SKILL.md
  • test-prompts.json

Open the folder on GitHubat commit 5b1fbe1

Compare with similar skills

Business Picker 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.

Business Picker compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Business Picker this skillkangarooking/buffett-letters-skill102—~441Automated safety check: PassMIT
Direction Pickernexu-io/open-design100k—~472Automated safety check: WarnApache-2.0
Raffle Winner Pickerdavila7/claude-code-templates33k11 repos~946Automated safety check: PassMIT
Recognition Pickers And Paletteshashgraph-online/awesome-codex-plugins1.3k—~1.1kAutomated safety check: PassApache-2.0
Seismic Picker Selectionbenchflow-ai/skillsbench1.8k—~1kAutomated safety check: PassApache-2.0
Design Style Pickerdaymade/claude-code-skills1.4k—~1.6kAutomated safety check: PassMIT

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Questions about Business Picker

What does Business Picker do?

用户在分析股票或投资机会时,需要用"买企业"而非"买股票"的视角来评估. An agent skill from kangarooking/buffett-letters-skill. Business Picker is an agent skill from kangarooking/buffett-letters-skill.

How do I install Business Picker in Claude Code?

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

How do I install Business Picker in Codex?

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

Can I use Business Picker 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 business-picker -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/business-picker, .gemini/skills/business-picker, .github/skills/business-picker and .opencode/skills/business-picker in your project.

What does Business Picker need to run?

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

Does Business Picker 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 Business Picker 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 Business Picker use?

Business Picker 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 Business Picker use?

About 441 tokens (SKILL.md is roughly 1.8k 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 Business Picker?

Skills that share tags, products or a category with Business Picker: Direction Picker (nexu-io/open-design, 100k stars), Raffle Winner Picker (davila7/claude-code-templates, 33k stars), Recognition Pickers And Palettes (hashgraph-online/awesome-codex-plugins, 1.3k stars) and Seismic Picker Selection (benchflow-ai/skillsbench, 1.8k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Business Picker?

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.