Agent skill

Li Lu Value

by questflowai in questflowai/investorskills

A skill your agent uses when evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and…

MITAuto-check passedResearch & Science

Install Li Lu Value

skills CLI
$ npx skills add questflowai/investorskills --skill li-lu-value -a claude-code

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

GitHub CLI
$ gh skill install questflowai/investorskills li-lu-value --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/questflowai/investorskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/li-lu-value .claude/skills/li-lu-value && 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
li-lu-value
GitHub stars
1.9k
Token cost
~409 tokens
SKILL.md length
152 words
Files
2
Skills in repo
63
Repo updated
First seen
Licence
MIT

At a glance

A skill your agent uses when evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and…

  • Works in 5 steps: Define circle of competence and business… → Evaluate management, moat, culture, and… → Estimate conservative value and downside. → …
  • Evaluating Li Lu-style value investments: circle of competence
  • SKILL.md covers When To Use, Process, Output Format and Guardrails, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Li Lu Value is an agent skill from questflowai/investorskills. Use when evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and concentrated ownership.

Its SKILL.md is about 410 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `invest.md`).

It sits in Research & Science, covering Deep research. The repository describes itself as: Investor Skills is an open-source library that turns durable investing judgment into portable, structured formats. It collects how great investors think, filter opportunities… The licence is MIT.

When your agent uses it

  • Evaluating Li Lu-style value investments: circle of competence
  • Long-term compounding
  • Conservative downside
  • China/global quality businesses

Example prompts

  • “/li-lu-value”

Workflow steps

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

  1. Define circle of competence and business model.
  2. Evaluate management, moat, culture, and reinvestment runway.
  3. Estimate conservative value and downside.
  4. Require strong margin of safety or exceptional quality.
  5. Size only when long-term conviction is earned.

What it can do on your machine

Read from SKILL.md and the folder at commit 2844d78. 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 (its code samples are markdown).

    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

Li Lu Value loads about 409 tokens when it runs. Until then it costs about 52 tokens; SKILL.md has 152 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~52
When it runs · the whole SKILL.md, loaded when a task matches
~409

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 questflowai/investorskills at commit 2844d78, republished under its MIT licence (© questflowai). 152 words, ~409 tokens.

Download SKILL.mdSave it as .claude/skills/li-lu-value/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
li-lu-value
description
Use when evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and concentrated ownership.
invest
./invest.md

Li Lu Value

Use this skill to apply Li Lu-style value investing: deeply understand a high-quality business inside the circle of competence, demand downside protection, and hold concentrated positions through long compounding periods.

When To Use

  • Long-term quality/value analysis
  • China or global compounder review
  • Business owner mindset and downside-first underwriting
  • Concentrated portfolio decision

Trigger phrases include Li Lu, Himalaya, China value, BYD, Moutai, circle of competence, and long-term compounder.

Process

  1. Define circle of competence and business model.
  2. Evaluate management, moat, culture, and reinvestment runway.
  3. Estimate conservative value and downside.
  4. Require strong margin of safety or exceptional quality.
  5. Size only when long-term conviction is earned.

Output Format

md
# Li Lu View: [Company]

## Verdict
Own / Watch / Too Hard / Too Expensive / Pass

## Circle Of Competence
## Business Quality
## Management / Culture
## Downside Protection
## Long-Term Compounding Path
## Invalidation

Guardrails

  • Do not invest outside competence.
  • Do not ignore governance and jurisdiction risk.
  • Do not use short-term price action to override business truth.

Questflow Use

In Questflow, this skill is best used for long-term global quality/value underwriting and concentrated Fund theses.

© questflowai, 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 skills/li-lu-value of questflowai/investorskills.

  • SKILL.md
  • invest.md

Open the folder on GitHubat commit 2844d78

Compare with similar skills

Li Lu Value 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.

Li Lu Value compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Li Lu Value this skillquestflowai/investorskills1.9k—~409Automated safety check: PassMIT
GitHub Deep Researchbytedance/deer-flow83k5 repos~1.3kAutomated safety check: PassMIT
Deep Research WorkflowTokenRhythm/opensquilla7.1k—~1.3kAutomated safety check: PassApache-2.0
X Researchrohunvora/x-research-skill1.2k1 repos~1.6kAutomated safety check: PassNone
Deep Researchsanjay3290/ai-skills43110 repos~683Automated safety check: NotesApache-2.0
ResearchWeizhena/Deep-Research-skills2.3k3 repos~1.1kAutomated safety check: PassMIT

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Questions about Li Lu Value

What does Li Lu Value do?

A skill your agent uses when evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and…. Li Lu Value is an agent skill from questflowai/investorskills. Use when evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and concentrated ownership.

When should I use Li Lu Value?

Li Lu Value fits situations like: evaluating Li Lu-style value investments: circle of competence; long-term compounding; conservative downside; china/global quality businesses.

How do I install Li Lu Value in Claude Code?

Run `npx skills add questflowai/investorskills --skill li-lu-value -a claude-code`. Or copy the skill folder (skills/li-lu-value in questflowai/investorskills) into .claude/skills/li-lu-value in your project. Claude Code loads it when a task matches its description.

How do I install Li Lu Value in Codex?

Run `npx skills add questflowai/investorskills --skill li-lu-value -a codex`. Or copy the skill folder (skills/li-lu-value in questflowai/investorskills) into .agents/skills/li-lu-value in your project. Codex loads it when a task matches its description.

Can I use Li Lu Value 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 questflowai/investorskills --skill li-lu-value -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/li-lu-value, .gemini/skills/li-lu-value, .github/skills/li-lu-value and .opencode/skills/li-lu-value in your project.

What does Li Lu Value need to run?

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

Does Li Lu Value 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 Li Lu Value 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 Li Lu Value use?

Li Lu Value 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 Li Lu Value use?

About 409 tokens (SKILL.md is roughly 1.6k 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 Li Lu Value?

Skills that share tags, products or a category with Li Lu Value: GitHub Deep Research (bytedance/deer-flow, 83k stars), Deep Research Workflow (TokenRhythm/opensquilla, 7.1k stars), X Research (rohunvora/x-research-skill, 1.2k stars) and Deep Research (sanjay3290/ai-skills, 431 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Li Lu Value?

questflowai (a GitHub organization) maintains it in questflowai/investorskills, which has 1,896 GitHub stars. The repository holds 63 skills in this directory. The repository was last updated on August 23, 2026.

Source: questflowai/investorskills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.