A collection of Claude Code skills built around Warren Buffett's investment framework.
Activates Warren Buffett's complete investment thinking system. Covers the full workflow from quick screening to deep analysis, with structured output and industry-specific playbooks.
Triggers automatically when you:
- Analyze any stock or company
- Evaluate an investment opportunity
- Read financial reports, annual letters, or shareholder letters
- Judge a company's moat or competitive advantage
- Assess management quality and integrity
- Make buy / hold / sell decisions
- Discuss value investing concepts (compounding, intrinsic value, margin of safety, circle of competence, Mr. Market)
- Analyze specific industries (insurance, banking, consumer, media, energy, railroads, tech)
- Handle capital allocation, buybacks, or dividends
- Assess market sentiment or macro risk
No need to mention "Buffett" — any investment analysis or business quality question triggers the skill.
Clone this repo and copy the skills/buffett folder into your project:
git clone https://github.com/agi-now/buffett-skills /tmp/buffett-skills
cp -r /tmp/buffett-skills/skills/buffett your-project/.claude/skills/buffettThe skill must be placed at .claude/skills/buffett/SKILL.md relative to your project root:
your-project/
└── .claude/
└── skills/
└── buffett/ ← this folder
├── SKILL.md
└── references/
├── 01-thinking-frameworks.md
├── 02-investment-philosophy.md
├── 03-business-moat.md
├── 04-management-governance.md
├── 05-financial-metrics.md
├── 06-valuation-capital.md
├── 07-risk-behavior.md
└── 08-industry-playbooks.md
Claude Code auto-discovers skills placed under .claude/skills/<name>/SKILL.md — no registration required.
The buffett skill uses progressive disclosure: SKILL.md is always loaded, and the 8 reference files are read on-demand based on the analysis type.
| Path | When | Files Read |
|---|---|---|
| A · Quick screen | "Is this worth analyzing?" | None — uses the 8-question checklist |
| B · Deep analysis | Full company evaluation | 03→04→05→06, plus 08 (industry) and 07 (risk) as needed |
| C · Topic question | Specific concept or decision | Directly loads the relevant reference file |
| File | Content |
|---|---|
01-thinking-frameworks.md |
Circle of competence, inversion, Mr. Market, long-term thinking, Munger's mental models |
02-investment-philosophy.md |
Intrinsic value, compounding, undervaluation, concentration, EMH rebuttal |
03-business-moat.md |
Five moat types, franchise vs. commodity business, economic goodwill |
04-management-governance.md |
Three-dimensional management assessment, institutional imperative, corporate culture |
05-financial-metrics.md |
Owner earnings, ROIC/ROE, cash conversion rate, look-through earnings |
06-valuation-capital.md |
Three valuation methods, margin of safety, five capital allocation paths |
07-risk-behavior.md |
When to sell, value traps, leverage, inflation, derivatives, behavioral biases |
08-industry-playbooks.md |
Insurance, banking, consumer, media, energy, railroads, tech, cautionary tales |
Every analysis follows a structured template with all sections required:
- Conclusion — Buy / Don't buy / Watch / Hold / Sell + one-sentence rationale
- Circle of Competence — In circle / Out of circle / Boundary
- Key Assumptions — 3–5 core assumptions the decision depends on
- Business Quality — Moat type + strength + trend, management assessment
- Financial Snapshot — ROIC, cash conversion rate, owner earnings estimate
- Valuation — Intrinsic value range, margin of safety %, suggested entry price
- Sell Criteria Check — Four sell criteria checked individually (required for hold/sell questions)
- Key Risks — Top 3 risks only
- Monitoring Indicators — Quarterly checks and sell triggers
- Final Verdict — Decision and rationale in Buffett's voice
Benchmarked across 3 test cases (Apple stock analysis, banking framework, Moutai hold/sell):
| Metric | with skill | without skill | Delta |
|---|---|---|---|
| Pass rate | 100% (15/15) | 66.7% (10/15) | +33% |
| Avg tokens | 43,353 | 12,524 | +30,829 |
| Avg time | 154.4s | 95.2s | +59.2s |
The skill's primary value is systematic reference file reading (11+ tool calls vs 2) and strict output format adherence. The token/time cost is the tradeoff for analytical depth.
mindmap
root((bft-skills<br/>Buffett Investment System))
Trigger Scenarios
Stock / Company Analysis
Financial Reports / Annual Letters
Buy · Hold · Sell Decisions
Moat / Competitive Advantage
Management Quality Assessment
Value Investing Concepts
Industry-Specific Analysis
Capital Allocation / Buybacks / Dividends
Market Sentiment / Macro Risk
Three Core Modules
Moat Scanner
Cost Advantage
Switching Costs
Network Effects
Intangible Assets
Efficient Scale
Management Mirror
Promises vs. Delivery
Capital Allocation History
Pay-Shareholder Alignment
Margin of Safety Calculator
Optimistic / Base / Pessimistic
Intrinsic Value Range
Suggested Entry Price
Dispatch Logic
A · Quick Screen
8-Question Checklist
No Reference Files Needed
B · Deep Analysis
Moat 03
Management 04
Financials 05
Valuation 06
Industry Playbook 08 (as needed)
Risk & Behavior 07 (as needed)
C · Topic Question
Load Relevant File Directly
8 Reference Files
01 Thinking Frameworks
Circle of Competence · Inversion
Mr. Market · Munger's Models
02 Investment Philosophy
Intrinsic Value · Compounding
Concentration · Undervaluation
03 Business Moat
Five Moat Types
Franchise vs. Commodity
Economic Goodwill
04 Management & Governance
Three-Dimensional Assessment
Institutional Imperative · Culture
05 Financial Metrics
Owner Earnings
ROIC / ROE
Cash Conversion Rate
06 Valuation & Capital
Three Valuation Methods
Margin of Safety
Five Capital Allocation Paths
07 Risk & Behavior
When to Sell
Value Traps
Behavioral Biases
08 Industry Playbooks
Insurance · Banking · Consumer
Media · Energy · Railroads
Tech · Cautionary Tales
Output Format
Conclusion (Buy/Pass/Hold/Sell)
Circle of Competence
Key Assumptions (3-5)
Business Quality (Moat + Management)
Financial Snapshot
Valuation & Margin of Safety
Sell Criteria Check
Key Risks (max 3)
Monitoring Indicators
Final Verdict
Reference files were compiled from 49 concept pages in the Buffett Letters corpus, covering every major topic from Buffett's shareholder letters and public writings.
