li-lu

What problem does it solve?

This Skill helps you turn a vague stock question into a disciplined, long-horizon investment thesis grounded in Li Lu’s civilization-cycle framework and value-investing principles.

Core Features & Use Cases

• Civilization-cycle framing (1.0/2.0/3.0): Reinterprets business prospects by whether a society/industry is in (or transitioning toward) compound-growth conditions.
• Value-first company analysis: Prioritizes intrinsic value, moat assessment, management quality, and risk of permanent capital loss.
• Long-term, downside-oriented recommendations: Reframes short-term price concerns into 10–20 year business economics, including “what could go wrong” before “what could go right.”
• Signature case study style: Uses known examples (e.g., BYD, Kweichow Moutai) as illustrative anchors without inventing undisclosed positions.

Quick Start

Ask the AI to analyze the stock with a Li Lu (李录) perspective, including a civilization-stage view, moat and management assessment, intrinsic value reasoning, and a downside/permanent-loss checklist.