Three Reasons to Sell - Prompt de Análisis IA
Use this Philip Fisher rule prompt to apply “Tres Razones para Vender” 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 Philip Fisher: "Three Reasons to Sell". Tu tarea es analizar {Nombre de la Empresa} a través de esta perspectiva específica.
## Contexto
Philip Fisher enseña: "Sell only when: 1) You made a mistake in original analysis, 2) The company no longer meets the fifteen points, or 3) A clearly better opportunity exists."
## 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 "Three Reasons to Sell"?
- Califica la alineación: Fuerte / Moderada / Débil
- ¿En qué se enfocaría Philip Fisher 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 Philip Fisher 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 Philip Fisher?
- 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. Fisher Verdict
- ¿{Nombre de la Empresa} pasa la prueba de "Three Reasons to Sell"?
- 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
When does Fisher think you should sell a stock?
Fisher's selling criteria are very strict — he believed frequent selling means wrong buying:
🔴 Fisher's three reasons to sell:
1. Original judgment was wrong: Deeper research reveals the company isn't as good as thought
2. Company no longer qualifies: Management deterioration, competitive advantage lost, market saturated
3. Found clearly better opportunity: But this should be extremely rare
🟢 Should NOT sell:
- Just because stock dropped short-term
- Just because overall market declined
- Just because it's up a lot and you want to 'lock in profits'
Fisher held Motorola and similar companies for over 20 years.
🔴 Fisher's three reasons to sell:
1. Original judgment was wrong: Deeper research reveals the company isn't as good as thought
2. Company no longer qualifies: Management deterioration, competitive advantage lost, market saturated
3. Found clearly better opportunity: But this should be extremely rare
🟢 Should NOT sell:
- Just because stock dropped short-term
- Just because overall market declined
- Just because it's up a lot and you want to 'lock in profits'
Fisher held Motorola and similar companies for over 20 years.
Usage Tips
Is the AI's 1-10 rating reliable?
⚠️ Sell assessment isn't a simple yes/no — it's an ongoing dynamic judgment.
The rating's unique value:
- Fisher would sell only in three situations: the original buy thesis was wrong, the company no longer meets standards, or a clearly better opportunity is found
- The score helps distinguish "genuine sell signals" from "short-term noise" — price drops aren't sell reasons; fundamental deterioration is
- Most valuable is comparing the current state against your original buy reasons one by one — if core reasons still hold, don't sell
Core reminders:
- Fisher believed the biggest selling mistake is "selling excellent companies too early" — far more common and fatal than selling too late
- AI may over-recommend selling due to short-term negative news; apply your long-term perspective as correction
- Don't sell just because you've made a lot — "I've profited enough" is not a sell reason Fisher would endorse
The rating's unique value:
- Fisher would sell only in three situations: the original buy thesis was wrong, the company no longer meets standards, or a clearly better opportunity is found
- The score helps distinguish "genuine sell signals" from "short-term noise" — price drops aren't sell reasons; fundamental deterioration is
- Most valuable is comparing the current state against your original buy reasons one by one — if core reasons still hold, don't sell
Core reminders:
- Fisher believed the biggest selling mistake is "selling excellent companies too early" — far more common and fatal than selling too late
- AI may over-recommend selling due to short-term negative news; apply your long-term perspective as correction
- Don't sell just because you've made a lot — "I've profited enough" is not a sell reason Fisher would endorse
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 “Tres Razones para Vender”, 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.
Pocas Inversiones Excepcionales
No quiero muchas buenas inversiones; quiero unas pocas excepcionales. La concentración en tus mejores ideas es clave.
→Mantener Para Siempre
Si el trabajo se ha hecho correctamente al comprar una acción, el momento de venderla casi nunca llega.
→Integridad de la Gerencia
¿Tiene la gerencia una integridad incuestionable? Una gerencia que engaña a los accionistas eventualmente engañará a los inversores.
→Márgenes de Beneficio Valiosos
¿Tiene la empresa un margen de beneficio valioso? El crecimiento sin beneficio no tiene sentido.
→