# 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.

- **Type:** Skill
- **Install:** `agentstack add skill-xuboyuebobb-investorskills-li-lu-value`
- **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/li-lu-value
- **Website:** https://questflow.ai

## Install

```sh
agentstack add skill-xuboyuebobb-investorskills-li-lu-value
```

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

## 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

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.

## 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-li-lu-value
- Seller: https://agentstack.voostack.com/s/xuboyuebobb
- Browse the marketplace: https://agentstack.voostack.com/browse

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