longbridge-buffett-moat-analyzer

Prompt-only Buffett-style moat diagnostic. Given a single ticker, produces a five-dimension verdict — moat / financial health / management / valuation / long-term visibility — closed with a Buffett-voice narrative, an explicit holding-period expectation, and a mandatory data-source appendix whose final row is a one-line reconciliation summary.

Response language: detect the user's input language (Simplified Chinese / Traditional Chinese / English) and render the entire report — every section heading, label, dimension write-up, Buffett-voice narrative, user-education block, appendix row, reconciliation summary, and disclaimer — in that one language. Do not mix languages within a single output. The output template in
references/output.md
is shown in English for reference; translate it as a whole into the user's language using the label-translation lookup in that file. The error / data-source tables inside this SKILL.md remain 3-column because they document what the skill says under each language — that 3-column form is for the skill's reference docs, not for the user-facing report.

When to use

"巴菲特会买茅台吗" / "巴菲特會買茅台嗎" / "would Buffett buy Moutai"
"帮我用巴菲特的方法诊断 700.HK" / "幫我用巴菲特的方法診斷 700.HK" / "diagnose 700.HK Buffett-style"
"AAPL 有护城河吗" / "AAPL 有護城河嗎" / "does AAPL have a moat"
"这只股票是不是好生意" / "這隻股票是不是好生意" / "is this a good business"
"NVDA 的护城河宽不宽" / "NVDA 的護城河寬不寬" / "how wide is NVDA's moat"
"我持有比亚迪 6 个月了，长期值得拿吗" / "我持有比亞迪 6 個月了，長期值得拿嗎" / "I've held BYD 6 months, worth holding long-term"

For Graham-style net-net cigar-butt analysis, use

longbridge-graham-stock-analysis

. For pure DCF intrinsic value, use

longbridge-dcf

. For three-statement reading, use

longbridge-financial-report

. For comparable peers, use

longbridge-peer-comparison

Cognitive frame (do not skip)

Buffett strategy is long-term ownership of high-quality businesses, not market timing. Two things every output must surface alongside the score:

Holding-period expectation — Buffett's reference is "ideally forever, at minimum 3 years." If the user has a < 3-year capital horizon, warn explicitly that this framework is not the right lens.
Price vs business quality — "A great business at a fair price is far better than a fair business at a great price." The valuation dimension is a margin-of-safety check on a separately-scored quality verdict; never collapse quality and price into one number.

Two failure modes the user must be able to distinguish:

"Great business, wait for price" → moat wide, financials clean, but valuation rich → 🟡 watchlist with a target-price band, not a buy.
"Cheap but no moat" → low PE/PB but moat narrow or absent → ❌ not a Buffett candidate; redirect to Graham (
```
longbridge-graham-stock-analysis
```
).

Workflow

Resolve symbol to
```
<CODE>.<MARKET>
```
(e.g.
```
00700.HK
```
,
```
AAPL.US
```
,
```
600519.SH
```
).
Sector triage:
- Bank / insurance / brokerage → moat framework still applies but tweak financial-health dimension (use ROA, NIM, NPL, capital adequacy in place of FCF/leverage). Note this in the report.
- Pre-revenue / heavy-loss / lifecycle-stage-zero biotech → halt: Buffett framework needs a track record; suggest the user use
```
longbridge-fundamental
```
  for an early-stage view instead.
- ST / 退市风险 / listed < 3 years → emit report but tag earnings-stability and capital-allocation dimensions as "insufficient history" and pro-rate scores.
Fetch raw data via Longbridge CLI first (parallel where possible). See §CLI. If
```
longbridge
```
is missing, fall back to MCP (see §MCP fallback). Use WebSearch only for items genuinely outside Longbridge (industry outlook, qualitative management signals, brand surveys, regulatory news).
Reconciliation gate (勾稽校验) — runs before any scoring. See §Reconciliation. Two-state outcome:
- Pass (every check within tolerance) → proceed to scoring. A one-line summary of the result still appears at the end of the data-source appendix.
- Fail (any check exceeds tolerance) → halt scoring, emit a halt message naming the failing check and gap, still print the data-source appendix and reconciliation summary.
Five-dimension scoring — each dimension gets a 1–5 star rating with concrete evidence. See
```
references/scoring.md
```
for the rubric per dimension.
Holding-period mapping — derive expected minimum hold from moat width (★★★★★ → 5y+, ★★★★ → 3–5y, ★★★ → 1–3y, ★★ or below → not a Buffett candidate). See
```
references/scoring.md
```
§Holding-period.
Output the report defined in
```
references/output.md
```
— diagnostic card → 5-dimension detail → Buffett-voice narrative → user education block → Data Source Appendix (mandatory) ending with the reconciliation summary line. Close with the disclaimer variant matching the user's input language (single-language only — see
```
references/output.md
```
§Disclaimer variants).

CLI

Run

longbridge <subcommand> --help

to verify exact flags before each call — do not hard-code flag names without verification. Primary calls (run in parallel):

bash

# Balance sheet — leverage, equity (PB / ROE denominator), debt
longbridge financial-report <SYMBOL> --kind BS --report af --format json    # last 5 annual (10y ideal — fetch as many as available)
longbridge financial-report <SYMBOL> --kind BS --report qf --format json    # last 4 quarterly

# Income statement — ROE, gross margin, earnings stability, EPS trend
longbridge financial-report <SYMBOL> --kind IS --report af --format json
longbridge financial-report <SYMBOL> --kind IS --report qf --format json

# Cash flow — FCF = OCF − Capex, capex intensity, buyback / dividend cash outflow
longbridge financial-report <SYMBOL> --kind CF --report af --format json
longbridge financial-report <SYMBOL> --kind CF --report qf --format json

# Snapshot: PE, PB, market cap, dividend yield, shares outstanding
longbridge calc-index <SYMBOL> --format json
longbridge quote <SYMBOL> --format json

# Long-window history for valuation-vs-history band
longbridge kline <SYMBOL> --period day --count 2500 --format json           # ~10 years for PE/PB percentile

# Dividend & buyback history (capital allocation track record)
longbridge dividend <SYMBOL> --format json
longbridge corporate <SYMBOL> --format json                                  # buyback / split / spin-off

# Ownership & insider activity (management alignment, capital allocation signals)
longbridge ownership <SYMBOL> --format json
longbridge insresearch <SYMBOL> --format json

# Company profile + industry classification (for moat-type hypothesis)
longbridge basicinfo <SYMBOL> --format json
longbridge company-profile <SYMBOL> --format json

# Peer set for moat / margin / ROE benchmarking
longbridge peer-comparison <SYMBOL> --format json

WebSearch fallback — only for items not available from Longbridge

Missing data	WebSearch query pattern
Industry runway / disruption risk	`"<industry> 2025 outlook"` , `"<industry> disruption risk"`
Brand / pricing-power signals	`"<company> price increase 2024 2025"` , `"<brand> brand value ranking"`
Management qualitative track record	`"<CEO name> capital allocation"` , `"<CEO name> shareholder letter"`
Regulatory / policy overhangs	`"<sector> regulation <region> 2025"`
Latest insider transactions if `ownership` is stale	`"<ticker> insider selling 2025"`

Every WebSearch-sourced figure must be tagged

[Source: WebSearch — <publisher>, <date>, <url>]

in the appendix; never silently mix it with Longbridge data.

Reconciliation (勾稽校验)

Before any scoring, verify the fetched figures are internally consistent. Reconciliation is user-visible in this skill — a one-line summary always appears as the final row of the Data Source Appendix (per the design doc's transparency requirement). If a check fails, scoring halts entirely.

Check	Formula	Tolerance
IS↔BS link	Net income(t) ≈ Δ Retained earnings(BS, t) − dividends paid(CF, t)	±3%
IS↔CF link	Net income + D&A + impairments + ΔWC ≈ Operating CF	±5%
CF↔BS link	ΔCash from CF statement = Cash(t) − Cash(t−1) on BS	±1%
FCF sanity	Operating CF − Capex(CF) ≈ FCF used in valuation dimension	exact (must match what you display)
BS — current assets sum	Cash + AR + Inventory + Other CA ≈ Total current assets	±2%
BS — liabilities sum	ST debt + LT debt + Other liabilities ≈ Total liabilities	±2%
ROE inputs	Net income / Avg shareholders' equity ≈ reported ROE (if disclosed)	±1pp
Market cap	`calc-index` shares × current price ≈ market cap from `quote`	±2%
Period alignment	All statements from the same fiscal period (or the lag is named)	exact

Output rules for reconciliation:

All pass within tolerance → final appendix row uses the clean-pass variant from
```
references/output.md
```
§Reconciliation summary, rendered in the user's input language only (English / 简体 / 繁體 — pick one).
Some residuals within tolerance but material to displayed figures → final appendix row lists each material residual on its own sub-line, e.g.
```
IS↔CF residual −2.1% (within ±5%) — affects FCF row of the valuation dimension
```
.
Any check fails > tolerance → halt scoring; emit the halt message defined in
```
references/output.md
```
and still print the appendix with the reconciliation summary describing the failure.

Output

Single-stock diagnostic with 7 fixed sections (full template in

references/output.md

Diagnostic summary card — star ratings on 5 dimensions, one-line verdict ("Buffett would likely buy / hold / watch / pass"), badge color (🟢🟡🟠🔴), suggested minimum holding period.
Dimension 1 — Business model & moat — moat type (brand / network / cost / switching / resource), width (wide / narrow / none), pricing-power evidence, 3–5 supporting points.
Dimension 2 — Financial health — ROE 10y track, FCF persistence, leverage, gross-margin trajectory, capex intensity. Each metric vs Buffett threshold with current value.
Dimension 3 — Management & capital allocation — insider holding & changes, buyback/dividend history, M&A track record, alignment signals.
Dimension 4 — Valuation & margin of safety — PE/PB vs 10y history percentile, PEG, simplified DCF concept value, safety-margin tier (充足 / 一般 / 偏贵 / 高估).
Dimension 5 — Long-term visibility — industry ceiling, disruption risk, regulatory exposure, global runway.
Buffett-voice narrative + user education block — first-person narrative in Buffett's register (concrete, plain-spoken, dryly humorous), then the mandatory user education block covering holding-period expectation, position-building rhythm, and the disclaimer variant matching the user's input language (one language only).

Followed by the Data Source Appendix (mandatory) — every figure in sections [1]–[7] traceable to a row with source, fetch time, and period; final row is the reconciliation summary line (pass / within-tolerance residual list / or failure description).

Error handling

Situation	简体回复	繁體回覆	English reply
`command not found: longbridge`	回退到 MCP；若不可用，请安装 longbridge-terminal。	回退到 MCP；若不可用，請安裝 longbridge-terminal。	Fall back to MCP; if unavailable install longbridge-terminal.
stderr `not logged in` / `unauthorized`	请运行 `longbridge auth login` 。	請執行 `longbridge auth login` 。	Run `longbridge auth login` .
Sector = pre-revenue / loss-making early biotech	巴菲特框架需要业绩纪录；建议改用 `longbridge-fundamental` 早期视角。	巴菲特框架需要業績紀錄；建議改用 `longbridge-fundamental` 早期視角。	Buffett framework needs a track record; use `longbridge-fundamental` for an early-stage view.
Reconciliation fails > tolerance	明确披露失败项与差距，不输出评分；附录仍输出且勾稽汇总行注明失败。	明確披露失敗項與差距，不輸出評分；附錄仍輸出且勾稽匯總行註明失敗。	Disclose failing check and gap; do not emit scores; appendix still printed and reconciliation summary marks the failure.
Listed < 3 years	盈利稳定性与资本配置维度按已披露年限按比例打分，并在附录注明。	盈利穩定性與資本配置維度按已披露年限比例打分，並於附錄註明。	Pro-rate earnings-stability and capital-allocation scores; note in appendix.
Other stderr	原样透传错误，不静默重试。	原樣透傳錯誤，不靜默重試。	Surface stderr verbatim; never silently retry.
Industry/qualitative WebSearch returns nothing	维度评分仅用财务证据，标注「定性数据缺失」。	維度評分僅用財務證據，標註「定性數據缺失」。	Score the dimension on financial evidence only and tag "qualitative data unavailable".

MCP fallback

longbridge

CLI is not installed, use MCP tools (

claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp

quote

scope):

MCP tool	CLI equivalent
`mcp__longbridge__financial_report`	`longbridge financial-report`
`mcp__longbridge__calc_indexes`	`longbridge calc-index`
`mcp__longbridge__quote`	`longbridge quote`
`mcp__longbridge__kline`	`longbridge kline`
`mcp__longbridge__dividend`	`longbridge dividend`
`mcp__longbridge__corporate`	`longbridge corporate`
`mcp__longbridge__ownership`	`longbridge ownership`
`mcp__longbridge__basicinfo`	`longbridge basicinfo`
`mcp__longbridge__peer_comparison`	`longbridge peer-comparison`

Related skills

Graham cigar-butt single-stock view →
```
longbridge-graham-stock-analysis
```
DCF intrinsic value →
```
longbridge-dcf
```
Three-statement reading →
```
longbridge-financial-report
```
Cross-statement deep analysis →
```
longbridge-financial-analysis
```
Peer benchmarking →
```
longbridge-peer-comparison
```
Industry runway / sector view →
```
longbridge-industry-overview
```
Method selection guide →
```
longbridge-valuation-methodology
```

File layout

longbridge-buffett-moat-analyzer/
├── SKILL.md
└── references/
    ├── scoring.md      # five-dimension rubric + thresholds + holding-period mapping + verdict matrix
    └── output.md       # full report template + Buffett-voice register + data-source appendix with reconciliation summary

longbridge-buffett-moat-analyzer

NPX Install

Tags

SKILL.md Content

longbridge-buffett-moat-analyzer

When to use

Cognitive frame (do not skip)

Workflow

CLI

WebSearch fallback — only for items not available from Longbridge

Reconciliation (勾稽校验)

Output

Error handling

MCP fallback

Related skills

File layout