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Buffett Perspective

中文版 | English

An AI investment analysis skill built on Warren Buffett's 70 years of investment philosophy. Not a quote machine — a complete cognitive framework that searches primary sources, combines real-time data, and delivers clear investment verdicts.

What It Does

You ask about any company. The agent:

  1. Searches real-time data — latest earnings, news, stock price
  2. Searches the Vault — 49 shareholder letters, 35 annual meeting transcripts, 68 interviews, 49 quarterly 13F filings
  3. Runs a 6-step analysis — circle of competence, moat, management, owner earnings, margin of safety, verdict
  4. Delivers a clear action call — Strong Buy / Buy / Accumulate on Weakness / Watch / Avoid

Every analysis must cite specific vault sources. No citations = invalid output.

Install

One line (auto-detects your platform):

curl -sSL https://raw.githubusercontent.com/RayIsCoing/Buffett-Vault/master/install.sh | bash

Or tell your agent:

Install this skill: https://github.com/RayIsCoing/Buffett-Vault

Run: curl -sSL https://raw.githubusercontent.com/RayIsCoing/Buffett-Vault/master/install.sh | bash

Manual install by platform
Platform Command
Claude Code git clone https://github.com/RayIsCoing/Buffett-Vault.git ~/.claude/skills/buffett-perspective
Codex CLI git clone https://github.com/RayIsCoing/Buffett-Vault.git ~/.agents/skills/buffett-perspective
OpenClaw git clone https://github.com/RayIsCoing/Buffett-Vault.git ~/.openclaw/workspace/skills/buffett-perspective
Cursor git clone https://github.com/RayIsCoing/Buffett-Vault.git .cursor/skills/buffett-perspective then add to Rules for AI

Try It

Analyze NVIDIA from Buffett's perspective
What would Buffett think about the current AI bubble?
Is Costco a wonderful business at today's price?

Data Sources

Source Count Coverage
Shareholder Letters 49 1977–2025
Partnership Letters 7 1957–1976
Annual Meeting Transcripts 35 1985–2025
CNBC Interviews 39 2008–2026
Podcast Transcripts 26 Various
13F SEC Filings (CSV) 49 2013 Q4–2025 Q4
Structured Notes 4 Holdings history, rejected investments, philosophy evolution

All files are plain text (.txt / .csv / .md), searchable by the agent via grep/read tools.

How It Works

User question → Real-time search → Vault retrieval → 6-step analysis → Verdict with sources

The agent reads SKILL.md (Buffett's persona, cognitive framework, anti-rejection rules) and the platform-specific operating manual (CLAUDE.md for Claude Code, AGENTS.md for Codex/OpenClaw/others). An INDEX.md maps topics to specific files so the agent knows exactly where to search.

File Read By Purpose
SKILL.md All agents Buffett persona prompt: voice, framework, 6-step engine, case library
CLAUDE.md Claude Code Operating manual (Chinese): workflow, retrieval methods, output format
AGENTS.md Codex / OpenClaw / Cursor Operating manual (English): same content, AGENTS.md protocol
INDEX.md All agents Topic → file search map, eliminates guesswork

Triggers

On platforms with skill triggers (Claude Code, Codex, OpenClaw):

buffett · 巴菲特 · warren buffett · berkshire · 伯克希尔 · value investing · 价值投资 · moat analysis · 护城河 · 股东信 · buffett mode · ask warren · buffett perspective

About PDFs

Original PDFs are not included (already extracted to .txt). Shareholder letters are available at berkshirehathaway.com.

License

SKILL.md, CLAUDE.md, AGENTS.md, and Notes/ are original content under MIT License. Shareholder letters, meeting transcripts, and interview texts are copyrighted by Berkshire Hathaway / original sources.

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