뷔페 스타일의 회사 분석, 가치 연구, 구조화 된 투자 메모를위한 Codex 기술.

이 저장소는 Buffett의 투자 원칙을 운영 연구 워크플로우로 전환합니다. 빠른 의견을 일으키지 않는 대신, Codex를 더 느리고, 더 중요한 일을 첫째로 밀어냅니다: 정확한 사업을 정의하고, 1 차적인 근원, 판단 moat 및 관리를 모으고, 균형 장, 견적 정상화한 소유자 수입을 평가하고, 그 후에 가격에 관하여 이야기하십시오.

이것은 무엇인가?

이것은 단지 프롬프트가 아닙니다.

Codex가 회사를 분석하는 데 도움이되는 재사용 가능한 기술입니다. Berkshire 주주 편지에 자주 설명 된 방법 뷔페를 분석하십시오.

• outcomes를 계획하기 전에 사업 이해
• 기업의 일부 소유권을 취급
• 가격 매력의 별도의 사업 품질
• 약한 문화, fragile financing 및 홍보 관리 거부
• pass]과 outside competence 의 합법적인 결과

왜 이것은 정상적인 연구 Prompt에서 다릅니다

대부분의 투자는 빠른 종합을 생산합니다.

이 기술은 훈련 된 메모를 생산하도록 설계되었습니다.

# 정상 프롬프트 자주:

• narrative 또는 시장 각에서 시작

Buffett Investment Research

A Codex skill for Buffett-style company analysis, value-investing research, and structured investment memos.

This repository turns Buffett’s investing principles into an operational research workflow. Instead of producing a fast opinion, it pushes Codex to do the slower, more important work first: define the exact business, gather primary sources, judge moat and management, stress-test the balance sheet, estimate normalized owner earnings, and only then talk about price.

What This Is

This is not just a prompt.

It is a reusable skill that helps Codex analyze a company the way Buffett often described in Berkshire shareholder letters:

• understand the business before projecting outcomes
• treat stocks as partial ownership interests in businesses
• separate business quality from price attractiveness
• reject weak culture, fragile financing, and promotional management
• accept pass and outside competence as legitimate outcomes

Why This Is Different From A Normal Research Prompt

Most investment prompts produce a quick synthesis.

This skill is designed to produce a disciplined memo.

A normal prompt often:

• starts from a narrative or market angle
• mixes primary facts with commentary too early
• overweights valuation multiples
• hides uncertainty behind confident language
• forces a buy or sell tone even when the evidence is mixed

This skill instead:

• starts with filings, annual reports, proxy materials, and official IR sources
• uses a fixed Buffett-style evaluation sequence
• applies hard filters before scoring attractive traits
• treats moat, management, and capital allocation as first-class questions
• prefers normalized owner earnings over EBITDA storytelling
• allows Watchlist, Reject, and Outside competence as honest conclusions

In short: it is built for investment judgment, not content generation.

What You Get

When you give the skill a company name or ticker, it can return a structured memo covering:

1. Investment snapshot
2. Circle of competence
3. Business economics
4. Moat assessment
5. Management and culture
6. Balance sheet and crisis resilience
7. Capital allocation
8. Valuation
9. Key risks
10. Final verdict

Each memo is meant to be decision support, not personalized financial advice.

Buffett Framework Used Here

The skill evaluates companies across seven dimensions:

1. Understandability
2. Moat durability
3. Management and culture
4. Capital allocation
5. Financial strength
6. Reinvestment runway
7. Valuation and margin of safety

It then assigns one of five verdicts:

• Strong fit
• Watchlist
• Weak fit
• Reject
• Outside competence

Best Use Cases