Stay Curious - Prompt de Análisis IA
Use this Charlie Munger rule prompt to apply “Mantente Curioso” 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 Charlie Munger: "Stay Curious". Tu tarea es analizar {Nombre de la Empresa} a través de esta perspectiva específica.
## Contexto
Charlie Munger enseña: "Nothing has served me better in my long life than continuous curiosity."
## 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 "Stay Curious"?
- Califica la alineación: Fuerte / Moderada / Débil
- ¿En qué se enfocaría Charlie Munger 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 Charlie Munger 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 Charlie Munger?
- 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. Munger Verdict
- ¿{Nombre de la Empresa} pasa la prueba de "Stay Curious"?
- 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
What does staying curious mean for investors, and how to avoid curiosity becoming distraction?
Munger was still reading daily at 97 — that's the power of curiosity:
🔍 Curiosity's value in investing:
1. Discovering new opportunities: Stay open to new technologies and business models
2. Avoiding rigidity: Don't refuse to learn due to past success
3. Deep understanding: Be more interested in 'why' than 'what'
4. Cross-domain insights: Find inspiration from seemingly unrelated fields
⚠️ But curiosity needs focus — Munger's wasn't casual browsing but deep exploration. Scattered curiosity in investing may cause you to track too many targets.
🔍 Curiosity's value in investing:
1. Discovering new opportunities: Stay open to new technologies and business models
2. Avoiding rigidity: Don't refuse to learn due to past success
3. Deep understanding: Be more interested in 'why' than 'what'
4. Cross-domain insights: Find inspiration from seemingly unrelated fields
⚠️ But curiosity needs focus — Munger's wasn't casual browsing but deep exploration. Scattered curiosity in investing may cause you to track too many targets.
Usage Tips
Is the AI's 1-10 rating reliable?
⚠️ AI's "cognitive breadth score" helps assess whether your investment horizon is broad enough, avoiding tunnel vision.
How to interpret:
- **8-10 (broad vision)**: You have knowledge across multiple industries, able to spot opportunities others miss
- **5-7 (blind spots exist)**: Deep knowledge in familiar areas but limited scope — may miss important cross-industry trends
- **1-4 (narrow vision)**: Knowledge too concentrated in few areas — portfolio likely lacks diversity
Munger said: If all you have is a hammer, everything looks like a nail. Staying curious gives you more analytical tools to find opportunities across the broader investment world.
How to interpret:
- **8-10 (broad vision)**: You have knowledge across multiple industries, able to spot opportunities others miss
- **5-7 (blind spots exist)**: Deep knowledge in familiar areas but limited scope — may miss important cross-industry trends
- **1-4 (narrow vision)**: Knowledge too concentrated in few areas — portfolio likely lacks diversity
Munger said: If all you have is a hammer, everything looks like a nail. Staying curious gives you more analytical tools to find opportunities across the broader investment world.
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 “Mantente Curioso”, 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.
La Reputación es Invaluable
Se necesitan 20 años para construir una reputación y 5 minutos para arruinarla.
→Evita la Autocompasión
La autocompasión siempre es contraproducente.
→Merece Lo Que Quieres
La mejor manera de obtener lo que quieres es merecer lo que quieres.
→Aprendizaje de por Vida
En toda mi vida, no he conocido personas sabias que no leyeran todo el tiempo.
→