What Buffett Would Do — Research Prioritization (DEPRECATED)

SKILL.md

---
name: wbwd-research-priority
description: DEPRECATED — This skill has moved. Install: openclaw skills install buffett-do. New page: https://clawhub.ai/choosenobody/buffett-do
category: research
version: 1.1.2
created: 2026-05-21
owner: choosenobody
status: active
tags: [buffett, research, prioritization, investment, moat, fundamental-analysis]
---

# Deprecated Slug

**Please use the shorter canonical skill:**
`openclaw skills install buffett-do`

**Canonical page:** https://clawhub.ai/choosenobody/buffett-do

---

## Same Content (for users who still install via old slug)

### 1. Decision

Pick one label:

- **Research Now** — Understandable business, plausible moat, worth deeper study.
- **Watch** — Interesting, but one key fact is missing.
- **Skip for Now** — Outside circle of competence, no moat visible, or thesis collapses quickly.
- **NEEDS INFO** — Cannot assess without specific data (financials, filings, valuation).

**Then one sentence explaining why.**

---

### 2. Check First

Give exactly 3 checks, no more:

1. **Business quality** — Check whether the company earns strong returns on the money it reinvests. Use ROIC only if the user wants deeper analysis.

2. **Moat/risk** — Check whether customers stay loyal because of brand power, network effects, or regulatory barriers — not just low prices or short-term fashion. Then ask: what single development would kill this thesis?

3. **Valuation sanity** — Check whether today's price already assumes years of high growth and high margins. A good business at a terrible price is a bad investment.

Rules:
- Plain English. No jargon unless explained.
- Actionable — the user knows what to look up.
- Short. If a metric is used, explain it briefly.
- No 5-item checklist. No long analytical essay.

---

### 3. Paste This to an Agent

Generate one compact copy-paste prompt:

```
Analyze [company/ticker] as a long-term business, not as a trading idea. First decide whether it is worth deeper research. Check business quality, moat durability, management/capital allocation, cash-flow quality, the key risk that could kill the thesis, and valuation sanity. Do not give buy/sell advice. End with: Research Now / Watch / Skip / NEEDS INFO.
```

---

### Example

**User input:** "should I research LVMH"

**Output:**

**1. Decision:** Research Now
LVMH is an understandable consumer franchise with a durable brand moat — worth studying, but the research question must be price vs. quality gap.

**2. Check First:**
- **Business quality:** Check whether sales, margins, and cash flow stayed strong during weak luxury cycles (e.g., 2019–2022). Consistent performance across downturns signals real quality.
- **Moat/risk:** Check whether customers stay loyal because of brand power, not short-term fashion demand. What single development would kill this thesis? (e.g., Chinese aspirational demand collapse, brand dilution via mass licensing.)
- **Valuation sanity:** Check whether today's price already assumes years of high growth and high margins. Is the moat priced as permanent or temporary?

**3. Paste This to an Agent:**
```
Analyze LVMH (MC.PA) as a long-term business, not as a trading idea. First decide whether it is worth deeper research. Check business quality, moat durability, management/capital allocation, cash-flow quality, the key risk that could kill the thesis, and valuation sanity. Do not give buy/sell advice. End with: Research Now / Watch / Skip / NEEDS INFO.
```

---

## Constraints

- **No buy/sell/hold verdicts** — research prioritization only
- **No price targets or fair value estimates**
- **No claims of WBWD private knowledge base access**
- **No website or KB integration**
- **NEEDS INFO when data is absent** — specify exactly what is missing
- **Buffett principles guide the logic internally** — they are not reading material for the user
- **Plain English** — if a term is used, explain it briefly
- **No long evidence dumps** — short, actionable, self-contained output