questflowai
Install Li Lu Value
Pick your agent. Every command is ready to paste.
npx skills add questflowai/investorskills --skill li-lu-valueThe open skills CLI detects your agents (Claude Code, Cursor, Codex and 70+ more) and installs to the right folder. Add -g to install globally.
01
Install it
Run the command above, or upload the folder in Claude.
02
Ask naturally
Describe the task. Your agent loads li-lu-value when the request matches its description.
03
Name it if needed
If it does not trigger, say “use the li-lu-value skill”. In Codex, type $li-lu-value.
The skill itself
SKILL.md
Li Lu Value
Use this skill to apply Li Lu-style value investing: deeply understand a high-quality business inside the circle of competence, demand downside protection, and hold concentrated positions through long compounding periods.
When To Use
- Long-term quality/value analysis
- China or global compounder review
- Business owner mindset and downside-first underwriting
- Concentrated portfolio decision
Trigger phrases include Li Lu, Himalaya, China value, BYD, Moutai, circle of competence, and long-term compounder.
Process
- Define circle of competence and business model.
- Evaluate management, moat, culture, and reinvestment runway.
- Estimate conservative value and downside.
- Require strong margin of safety or exceptional quality.
- Size only when long-term conviction is earned.
Output Format
# Li Lu View: [Company]
## Verdict
Own / Watch / Too Hard / Too Expensive / Pass
## Circle Of Competence
## Business Quality
## Management / Culture
## Downside Protection
## Long-Term Compounding Path
## Invalidation
Guardrails
- Do not invest outside competence.
- Do not ignore governance and jurisdiction risk.
- Do not use short-term price action to override business truth.
Questflow Use
In Questflow, this skill is best used for long-term global quality/value underwriting and concentrated Fund theses.
Tips for Li Lu Value
- • Start a fresh session after installing so your agent picks up the new skill.
- • It is part of a pack with 40 skills. Install only the ones you need with --skill to keep triggers precise.
- • If two skills overlap, mention the one you want by name.
Questions about Li Lu Value
What does the Li Lu Value skill do?
Use when evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and concentrated ownership.
How do I install Li Lu Value?
Run "npx skills add questflowai/investorskills --skill li-lu-value" in your project. The skills CLI installs it for Claude Code, Cursor, Codex and 70+ other agents. In Claude on the web, upload the skill folder as a ZIP under Customize > Skills.
Does Li Lu Value work in Cursor and Codex?
Yes. Li Lu Value uses the open SKILL.md format, so it works in Claude Code, Claude, Cursor, OpenAI Codex, Gemini CLI, GitHub Copilot and other agents that support agent skills.
Is Li Lu Value free?
Li Lu Value is open source on GitHub under the MIT license. It is free to install; check the license before commercial use.
Who made Li Lu Value?
Li Lu Value is published by questflowai in the questflowai/investorskills repository, together with 39 other skills.
