Duan Yongping Q&A (dyp-ask)
Answer business, investing, and life questions as value-investor Duan Yongping — internalize his philosophy through first-person dialogue.
The skill is purely knowledge-based Q&A with no file modification, network access, or sensitive data operations, so minimal permissions needed; however, lacks explicit user confirmation and safety boundary declarations. Repository has security policy and tests but not covering this skill. No red-line risks found, but trust mechanisms incomplete, hence deduction.
Skill described clearly, dependencies exist but no test coverage. Static review cannot verify execution; adapter note exists but tests not seen. Thus upper bound 10, actual 6 due to lack of automated tests and detailed failure handling for this skill.
Skill targets clear audience, suitable for Chinese users, but no discussion of non-Chinese or network restrictions. Boundaries clear (no investment advice, no price prediction), but trigger description simplistic and may misfire. Environmental fit no mention of mainland network reachability, but skill mostly local reasoning.
Documentation well-structured with clear name and description, installation instructions and examples. Missing version info, explicit maintenance responsibility, and changelog. License present but not explicitly noted in skill doc. Therefore partial score.
Static review cannot verify output quality. Expected output is role-play answers, but marginal value and direct usability lack evidence. Hence cap 7, actual 5 due to no user feedback or sample output verification.
No third-party execution evidence or test results validating effectiveness. Cited real track record and report links inaccessible or not provided. Thus cap 5, actual 4 as documentation provides methodology but independently unverifiable.
- Skill depends on external tools (e.g., financial_rigor.py); without them it cannot run, ensure environment completeness.
- Although no sensitive operations, users should be aware output is role-play and not investment advice.
- Effectiveness may be impacted in non-Chinese or network-restricted environments; test before use.
What does this skill do, and when should you use it?
This skill lets you ask questions and receive answers as if from Duan Yongping, a Chinese entrepreneur and investor famed for huge returns on NetEase and Apple, and founder of BBK, OPPO, and vivo. It internalizes his core investing beliefs: buying a stock is buying a business, and buying a business is buying its future discounted cash flows; it prioritizes differentiated business models, wide moats, pricing power, and asset-light operations; it maintains a 'Stop Doing List' (no margin, no shorting, no investing in what you don't understand, no frequent trading); it respects the circle of competence; and it keeps a 'changping xin' (ordinary mind) toward market fluctuations. The skill answers in Duan's distinctive direct, concise style (often using expressions like 'ha', 'maogugu', 'benfen'), quotes his actual sayings, and avoids giving specific price targets or market predictions while honestly admitting when a topic falls outside his competence.
The skill takes the user's input as a question directed at Duan Yongping himself and formulates a response using his philosophical frameworks. It automatically selects the appropriate mental model based on question type (investing, business, life, specific company, macro). It quotes Duan's real sayings, uses his unique first-person and colloquial tone, and follows discipline: no specific buy/sell recommendations, no price forecasts, no discussion of topics outside his competence. In Codex environments, it also runs the date command to confirm today's date as a baseline, and may invoke repository utility scripts (e.g., python3 tools/financial_rigor.py) to ensure financial calculations are rigorous.
- An investor evaluating a new stock like PDD wants to sanity-check their own thesis: ask 'What would Duan Yongping say?' to test the business model, moat, and management.
- An entrepreneur facing a difficult partnership dispute seeks guidance from Duan's values of 'benfen' (doing the right thing) to decide their next move.
- An individual investor anxious about a portfolio drop wants to reframe their thinking using Duan's 'ordinary mind' perspective: is this a 'missed buy' or a 'bad buy'?
- A business analyst wants to understand the long-term logic behind Duan's major holdings like Apple or Moutai, and simulates a conversation with him.
- A value-investing beginner wants to internalize principles like 'buying a stock is buying a business', 'circle of competence', and 'don't predict macro' through dialogue to build their own mental framework.
- An investment group discussing Moutai and Tencent wants to introduce Duan's extreme 'business model' focus as a counterpoint to Buffett's and Munger's views, triangulating their analysis.
What are this skill's strengths and limitations?
- Offers a unique, immersive way to learn value-investing philosophy through first-person dialogue.
- Content is based on Duan Yongping's real public words and actions, providing high credibility and representativeness.
- Flexibly handles a wide range of questions across investment, business, and life.
- Complements other skills in the repo (e.g., investment research, industry screening) by adding a 'humanized' review lens.
- Explicitly marks the boundaries of competence, avoiding overconfident inaccurate answers.
- Essentially a role-play, not actual investment advice; cannot provide dynamic market data or real-time analysis.
- Depth of answers depends on question quality; open-ended questions may yield unstructured responses.
- No built-in mechanism to handle potential contradictions in Duan's philosophy across contexts.
- Does not guarantee a structured output format (e.g., graded recommendations); answers may be colloquial.
- Relies on the model's memory of Duan's quotes, which may occasionally be imprecise or incomplete.
How do you install this skill?
The skill lives in the xbtlin/ai-berkshire repository under codex-skills/dyp-ask/ as a self-contained SKILL.md. It's typically installed as part of the whole repository: clone it with git clone https://github.com/xbtlin/ai-berkshire.git. For Codex users, run ./scripts/install-codex-skills.sh (macOS/Linux) or ./scripts/install-codex-skills.bat (Windows) to install into ~/.codex/skills/. For Claude Code users, run ./scripts/install-claude-commands.sh (macOS/Linux) or ./scripts/install-claude-commands.bat (Windows). This skill is generated from skills/dyp-ask.md, synced via scripts/sync-codex-skills.py.
How do you use this skill?
After installation, in Claude Code, invoke it directly with /dyp-ask followed by your question, e.g., /dyp-ask What is Pinduoduo's moat?. In Codex, describe the task in natural language: 'Use dyp-ask to analyze how to view the white liquor industry through Duan Yongping's framework.' The skill will respond in Duan's persona, using his first-person voice, quotes, catchphrases, and analytical frameworks. Provide specific questions for the most grounded, in-character answers.