Li Lu Value
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.
Install
$ agentstack add skill-xuboyuebobb-investorskills-li-lu-value ✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
Verified badge
Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-xuboyuebobb-investorskills-li-lu-value) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
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
- Define circle of competence and business model.
- Evaluate management, moat, culture, and reinvestment runway.
- Estimate conservative value and downside.
- Require strong margin of safety or exceptional quality.
- Size only when long-term conviction is earned.
Output Format
# 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
## InvalidationGuardrails
- 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.
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: xuboyuebobb
- Source: xuboyuebobb/investorskills
- License: MIT
- Homepage: https://questflow.ai
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.