Long-term Perspective - Prompt de Análisis IA
Use this Benjamin Graham rule prompt to apply “Perspectiva a Largo Plazo” to a specific company. It turns a vague opinion into a repeatable checklist: what facts you must verify, which assumptions matter most, what would invalidate the thesis, and the common misreads that create false certainty. Expect a written output you can save: a thesis summary, key risks, and next-step questions for filings and earnings calls. If a claim matters, require primary-source citations before you act. Educational only — not investment advice.
Prompt completo
Eres un analista de inversiones entrenado en el principio de Benjamin Graham: "Long-term Perspective". Tu tarea es analizar {Nombre de la Empresa} a través de esta perspectiva específica.
## Contexto
Benjamin Graham enseña: "The investor should be guided by long-term considerations and not by short-term market fluctuations."
## Marco de Análisis
### 1. Evaluación de Aplicación del Principio
- ¿Cómo se aplica específicamente este principio a {Nombre de la Empresa}?
- ¿Qué aspectos de la empresa son más relevantes para "Long-term Perspective"?
- Califica la alineación: Fuerte / Moderada / Débil
- ¿En qué se enfocaría Benjamin Graham primero?
### 2. Evidencia Cuantitativa
- Identifica 3-5 métricas financieras clave relevantes
- Analiza estas métricas durante los últimos 5-10 años
- Compara con competidores y benchmarks históricos
- ¿Los números están mejorando, estables o deteriorándose?
### 3. Análisis Cualitativo
- Evalúa factores no cuantificables que Benjamin Graham examinaría
- Calidad de la gestión y alineación con este principio
- Dinámica de la industria y posición competitiva
- Sostenibilidad del modelo de negocio desde esta perspectiva
### 4. Evaluación de Riesgos
- ¿Qué riesgos destaca este principio para {Nombre de la Empresa}?
- ¿Qué señales de advertencia identificaría Benjamin Graham?
- Prueba de estrés: ¿Cómo se desempeñaría bajo condiciones adversas?
- ¿Cuál es el peor escenario desde esta perspectiva?
### 5. Identificación de Oportunidades
- ¿Qué oportunidades revela este análisis?
- ¿Hay fortalezas ocultas que el mercado podría estar subvalorando?
- ¿Qué catalizadores podrían liberar valor?
### 6. Graham Verdict
- ¿{Nombre de la Empresa} pasa la prueba de "Long-term Perspective"?
- Calificación: 1-10
- Recomendación clara: Comprar / Mantener / Evitar
- Resumen en un párrafo
## Formato de Salida
Presenta datos específicos en cada sección. Termina con un veredicto decisivo.Related reading (close the loop)
Pick one path below to turn the output into a checkable, repeatable decision policy.
- Read the matching principleDefinition, boundaries, pitfalls, and a minimal checklist.
- Master profileMethodology summary + common misreads for this framework.
- Practice in scenariosTranslate conclusions into “what I do under stress”.
- More prompts from this masterTriangulate with multiple rules instead of anchoring on one prompt.
Educational only. Verify facts with primary sources and apply your own constraints.
Este contenido solo está disponible en chino e inglés por el momento.
Basic Questions
How does Graham's long-term perspective differ from modern 'long-termism'?
Graham's long-term perspective has unique characteristics:
1. Value-anchored: Long-term holding requires buying well below intrinsic value
2. Not blind holding: Sell if fundamentals deteriorate or price far exceeds value
3. Patient mean reversion: The market is a voting machine short-term, a weighing machine long-term
Modern 'long-termism' often becomes self-consolation after being trapped, while Graham's approach is built on rigorous value analysis.
1. Value-anchored: Long-term holding requires buying well below intrinsic value
2. Not blind holding: Sell if fundamentals deteriorate or price far exceeds value
3. Patient mean reversion: The market is a voting machine short-term, a weighing machine long-term
Modern 'long-termism' often becomes self-consolation after being trapped, while Graham's approach is built on rigorous value analysis.
Usage Tips
Is the AI's 1-10 rating reliable?
⚠️ AI's "long-term value score" reflects the company's attractiveness for long-term holding, not short-term trading value.
How to interpret:
- **8-10 (excellent long-term hold)**: Durable competitive advantages, stable financials, foreseeable growth path
- **5-7 (patience needed)**: Long-term logic holds but short-term challenges exist — suitable for gradual entry during pullbacks
- **1-4 (uncertain long-term outlook)**: Competitive advantage unclear or industry changing too fast — not suitable as core long-term holding
Graham emphasized: In the short run the market is a voting machine, in the long run a weighing machine. AI scoring helps you focus on the company's real weight, not the market's votes.
How to interpret:
- **8-10 (excellent long-term hold)**: Durable competitive advantages, stable financials, foreseeable growth path
- **5-7 (patience needed)**: Long-term logic holds but short-term challenges exist — suitable for gradual entry during pullbacks
- **1-4 (uncertain long-term outlook)**: Competitive advantage unclear or industry changing too fast — not suitable as core long-term holding
Graham emphasized: In the short run the market is a voting machine, in the long run a weighing machine. AI scoring helps you focus on the company's real weight, not the market's votes.
Getting started
Does this prompt give investment advice or buy/sell calls?
No. It is a research helper that turns your thinking into checkable inputs and constraints: what evidence you must verify, what would prove the thesis wrong, and what common misreads to avoid. Treat the output as a draft, not a signal. Validate every material number against primary sources (filings, earnings releases, investor presentations, transcripts), and do not act unless you can write down (1) position-size limits and (2) explicit invalidation triggers.
What inputs should I provide for a reliable result?
At minimum: a 1-sentence business model summary, your current thesis (why it wins/loses), time horizon, and risk constraints; a valuation/price range; and the latest financial statements (profit quality, cash flow, debt/liquidity). Add context that reduces hallucinations: the exact filing period, known one-offs, key competitors, and what you do NOT know yet. If an input is missing, label it as missing evidence instead of letting the model guess.
Validation and boundaries
How do I validate the output?
Validate falsifiable claims one by one. Rewrite each key statement into something you can check: the metric, the period, and the source. Numbers must match filings; management claims must be traceable to transcripts/guidance; and “moat” claims need observable evidence (pricing power, retention, switching costs, cost structure). Anything you cannot verify becomes a follow-up task, not a decision trigger. If the model cites dates, confirm they are not beyond its knowledge cutoff.
When should I NOT act on the output?
If you cannot write down invalidation triggers, a position-size cap, or primary-source evidence for the key claims behind “Perspectiva a Largo Plazo”, do not act. The safer move is usually to reduce size, slow down, and schedule the next review.
Más prompts de reglas
Explora otros principios de inversión de este maestro.
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→Reequilibrio
El inversor debe reequilibrar periódicamente su cartera para mantener la asignación de activos deseada.
→Evita la Especulación
El inversor defensivo evitará la tentación de aventurarse en lo desconocido en busca de mayores rendimientos.
→Fondos Indexados
Un fondo indexado es la mejor opción para el inversor que no puede o no quiere dedicar tiempo a la selección de valores.
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