Concentrated Portfolio - Prompt de Análisis IA
Analiza cualquier empresa usando el principio de Li Lu: "Concentrated Portfolio". Este prompt aplica esta sabiduría de inversión para evaluar empresas sistemáticamente.
Prompt completo
Eres un analista de inversiones entrenado en el principio de Li Lu: "Concentrated Portfolio". Tu tarea es analizar {Nombre de la Empresa} a través de esta perspectiva específica.
## Contexto
Li Lu enseña: "If you truly understand a business, concentrate. A few great investments beat many mediocre ones."
## 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 "Concentrated Portfolio"?
- Califica la alineación: Fuerte / Moderada / Débil
- ¿En qué se enfocaría Li Lu 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 Li Lu 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 Li Lu?
- 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. Li Lu Verdict
- ¿{Nombre de la Empresa} pasa la prueba de "Concentrated Portfolio"?
- 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.Este contenido solo está disponible en chino e inglés por el momento.
Basic Questions
How does Li Lu's highly concentrated strategy compare to diversification?
Core idea: highly concentrated investment in a few deeply understood companies
✅ Using this AI prompt, you can systematically analyze any company or investment opportunity from this principle's perspective.
The prompt guides you to:
1. Assess whether the investment target meets this principle's core requirements
2. Identify key risks and blind spots
3. Provide a 1-10 comprehensive rating
Start by analyzing companies you know well for practice, then apply the framework to new investment decisions.
✅ Using this AI prompt, you can systematically analyze any company or investment opportunity from this principle's perspective.
The prompt guides you to:
1. Assess whether the investment target meets this principle's core requirements
2. Identify key risks and blind spots
3. Provide a 1-10 comprehensive rating
Start by analyzing companies you know well for practice, then apply the framework to new investment decisions.
Usage Tips
Is the AI's 1-10 rating reliable?
⚠️ The scoring standard must be extremely strict under the concentrated portfolio framework.
The rating's value:
- Li Lu's concentration standards are extremely high — only very few companies pass, scores need to be 9+ to warrant serious consideration
- The score helps eliminate unqualified companies, but passing is just the start of a long research process
- Comparing scores helps find the one most worthy of concentration among candidates
Key limitations:
- Li Lu's concentration is built on 'fundamental understanding' of companies — a depth far beyond what AI scoring can measure
- Concentration confidence comes from years of tracking and research — a one-time AI score can't substitute
- Li Lu concentrates only when finding 'incredibly cheap' opportunities — AI can't judge such rare timing
✅ Right approach: A high AI score is the minimum threshold. Real concentration decisions require months or years of deep research until your understanding reaches the level of 'certainty.'
The rating's value:
- Li Lu's concentration standards are extremely high — only very few companies pass, scores need to be 9+ to warrant serious consideration
- The score helps eliminate unqualified companies, but passing is just the start of a long research process
- Comparing scores helps find the one most worthy of concentration among candidates
Key limitations:
- Li Lu's concentration is built on 'fundamental understanding' of companies — a depth far beyond what AI scoring can measure
- Concentration confidence comes from years of tracking and research — a one-time AI score can't substitute
- Li Lu concentrates only when finding 'incredibly cheap' opportunities — AI can't judge such rare timing
✅ Right approach: A high AI score is the minimum threshold. Real concentration decisions require months or years of deep research until your understanding reaches the level of 'certainty.'
Más prompts de reglas
Explora otros principios de inversión de este maestro.
Deep Research
Understand the business deeply before investing. Read everything available. Talk to customers and competitors.
→Circle of Competence
Stay within your circle of competence. Only invest in what you truly understand.
→China Opportunity
China represents one of the greatest investment opportunities of our time. Understand its unique dynamics.
→Owner Mentality
Think like an owner, not a trader. Would you want to own this entire business?
→