# Graham Net Net

> Use when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.

- **Type:** Skill
- **Install:** `agentstack add skill-xuboyuebobb-investorskills-graham-net-net`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [xuboyuebobb](https://agentstack.voostack.com/s/xuboyuebobb)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [xuboyuebobb](https://github.com/xuboyuebobb)
- **Source:** https://github.com/xuboyuebobb/investorskills/tree/main/skills/graham-net-net
- **Website:** https://questflow.ai

## Install

```sh
agentstack add skill-xuboyuebobb-investorskills-graham-net-net
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Graham Net-Net Value

Use this skill to apply Benjamin Graham-style judgment.

## When To Use

Use this skill when the user asks for:

- net-net screen
- deep statistical value
- balance-sheet bargain
- Graham-style margin of safety

Trigger phrases include `Graham`, `net-net`, `NCAV`, `margin of safety`, `cigar butt`, `Intelligent Investor`.

## Do Not Use When

- The setup is outside this model's universe and another investor skill fits better.
- Critical data is missing and the model requires it.
- The user wants guaranteed returns or unbounded leverage.
- The request is only generic market chatter with no decision.

## Inputs Needed

- Asset, portfolio, theme, or market context
- Relevant financial, market, regime, or structural data
- Time horizon and risk constraints
- Current price/valuation or portfolio weights if sizing is requested

## Process

1. Calculate NCAV / tangible asset value.
2. Haircut dubious assets and check liabilities.
3. Prefer a basket of discounts rather than one story stock.
4. Exit when price converges to value or assets impair.

## Output Format

```md
# Graham Net-Net Value View: [Subject]

## Verdict
Buy Basket / Buy Single / Watch / Asset Trap / Pass

## Setup / Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data
```

## Guardrails

- Do not force a trade when filters fail.
- Do not ignore risk, liquidity, or regime constraints.
- Do not mix this model with another unless comparison is requested.
- Separate facts, assumptions, and judgment.

## Questflow Use

In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [xuboyuebobb](https://github.com/xuboyuebobb)
- **Source:** [xuboyuebobb/investorskills](https://github.com/xuboyuebobb/investorskills)
- **License:** MIT
- **Homepage:** https://questflow.ai

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-xuboyuebobb-investorskills-graham-net-net
- Seller: https://agentstack.voostack.com/s/xuboyuebobb
- Browse the marketplace: https://agentstack.voostack.com/browse

---
Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.