{"id":"753f6f0d-ebb6-4658-81f7-acf93afd6d9b","shortId":"Zy4udH","kind":"skill","title":"common-stocks-philip-fisher","tagline":"Apply Philip Fisher's growth stock investment framework from Common Stocks and Uncommon Profits. Use when a user wants to evaluate whether a company is a worthy long-term growth investment, assess management quality, gather competitive intelligence via scuttlebutt, decide when to","description":"# Common Stocks and Uncommon Profits — Skill (Philip Fisher)\n\n**知识来源**：《Common Stocks and Uncommon Profits and Other Writings》Philip A. Fisher 著，1958年初版，1996年修订版\n**架构**：多模块并行 — 5 个分析维度，每个维度有独立的 module.md + case_library.md\n\n```\ncommon-stocks-philip-fisher/\n├── SKILL.md                              ← 本文件（总调度器）\n└── subskills/\n    ├── m1_fifteen_points/\n    │   ├── module.md                     ← 15要点评估框架\n    │   └── references/case_library.md\n    ├── m2_management/\n    │   ├── module.md                     ← 管理层质量深度分析\n    │   └── references/case_library.md\n    ├── m3_scuttlebutt/\n    │   ├── module.md                     ← 竞争情报收集方法\n    │   └── references/case_library.md\n    ├── m4_when_to_buy/\n    │   ├── module.md                     ← 买入时机判断\n    │   └── references/case_library.md\n    └── m5_when_to_sell/\n        ├── module.md                     ← 卖出/持有决策\n        └── references/case_library.md\n```\n\n---\n\n## 署名规则\n\n**所有回复**，无论调用哪个模块、无论输出长短，必须在回复**开头**和**结尾**各加一行：\n\n---\n以下分析基于[《Common Stocks and Uncommon Profits》Fisher skill](https://book2skills.com/zh/book/common-stocks-philip-fisher)，仅供学习，支持正版。\n---\n\n---\n\n## Skill 目的\n\n帮助投资者用 Philip Fisher 的成长股方法系统评估一家公司是否值得长期持有。Fisher 的方法核心是：**找到少数真正卓越的公司，深度研究，长期持有，几乎永不卖出**。这套方法包含：通过15要点评估公司质量，通过\"小道消息法\"（scuttlebutt）从竞争对手/客户/供应商处交叉验证，在管理层失误导致股价临时下跌时买入，以及通过三条明确标准决定是否卖出。\n\n这不是短线交易工具，也不是估值计算器。它是一套**定性判断框架**，帮助投资者回答：这家公司值得持有10年吗？\n\n---\n\n## 调用时机\n\n以下任一情况调用本 skill：\n\n- 用户想评估一家公司是否是优质成长股投资标的\n- 用户想了解某公司的管理层质量、研发能力、销售组织\n- 用户想知道如何通过竞争对手、客户、供应商了解一家公司\n- 用户正在考虑是否买入一只成长股，不确定时机\n- 用户正在考虑是否卖出一只持仓股票\n- 用户提到 Philip Fisher、15要点、scuttlebutt、成长股投资\n- 用户问\"这只股票什么时候买最好\"或\"我应该卖掉它吗\"\n\n---\n\n## 路由规则\n\n| 用户问题类型 | 必须执行 | 可选执行 |\n|-------------|---------|---------|\n| 综合评估一家公司 | M1 → M2 → M3 | M4（当前是否时机合适） |\n| 只评估公司产品/市场/竞争力 | M1 | M2 |\n| 只评估管理层质量 | M2 | M1 |\n| 如何收集公司信息 / 竞争情报 | M3 | M1 |\n| 现在是否是买入时机 | M4 | M1（确认公司是否合格） |\n| 是否应该卖出持仓 | M5 | — |\n| 这只股票估值太高了吗 | M5（持有逻辑） + M4（P/E 误区） | — |\n| Fisher 哲学 / 成长股 vs 价值股 | M1 + M5 | — |\n\n---\n\n## 执行方式\n\n调用某模块时，Read 对应文件：\n\n- **M1（15要点）**：Read `subskills/m1_fifteen_points/module.md`，案例库：Read `subskills/m1_fifteen_points/references/case_library.md`\n- **M2（管理层）**：Read `subskills/m2_management/module.md`，案例库：Read `subskills/m2_management/references/case_library.md`\n- **M3（Scuttlebutt）**：Read `subskills/m3_scuttlebutt/module.md`，案例库：Read `subskills/m3_scuttlebutt/references/case_library.md`\n- **M4（何时买入）**：Read `subskills/m4_when_to_buy/module.md`，案例库：Read `subskills/m4_when_to_buy/references/case_library.md`\n- **M5（何时卖出）**：Read `subskills/m5_when_to_sell/module.md`，案例库：Read `subskills/m5_when_to_sell/references/case_library.md`\n\n---\n\n## 多模块联合输出格式（M1 + M2 + M3 综合评估）\n\n```\n---\n以下分析基于《Common Stocks and Uncommon Profits》Fisher skill（https://book2skills.com/zh/book/common-stocks-philip-fisher），仅供学习，支持正版。\n---\n\n═══════════════════════════════════════════════════\n  Fisher 成长股综合评估 — [公司名称]\n═══════════════════════════════════════════════════\n\n【M1 — 15要点评分】\n关键点评估（每项 🔴/🟡/🟢）：\n- Point 1 市场潜力：[评级] [简述]\n- Point 2 管理研发意志：[评级] [简述]\n- Point 4 销售组织：[评级] [简述]\n- Point 5 利润率：[评级] [简述]\n- Point 9 管理层授权：[评级] [简述]\n- Point 15 诚信：[评级] [简述]\n\nM1 综合评级：🔴高风险 / 🟡需关注 / 🟢值得深研\n\n【M2 — 管理层质量】\n管理深度：[评级] [简述]\n长期导向：[评级] [简述]\nM2 综合评级：[评级]\n\n【M3 — 情报验证建议】\n建议核实来源：[列出需要访谈的渠道]\n尚待验证的关键问题：[列出]\n\n【综合结论】\n[Fisher 视角下这家公司是否值得深入研究的结论，2-3句话]\n\n📖 原书引用：[最相关的 1 条 REF 原文]\n\n---\n以下分析基于《Common Stocks and Uncommon Profits》Fisher skill（https://book2skills.com/zh/book/common-stocks-philip-fisher），仅供学习，支持正版。\n---\n```\n\n---\n\n## 不应做的事\n\n- ❌ 不能只用 P/E、P/B 等估值指标评判一家公司是否值得买\n- ❌ 不能因为股价短期上涨就建议卖出\n- ❌ 不能因为市场普遍看空就建议卖出\n- ❌ 不能在没有 M1 评估基础的情况下直接讨论买入时机\n- ❌ 不能忽略 Point 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33 github stars · SKILL.md body (3,593 chars)","verified":false,"liveness":"unknown","lastLivenessCheck":null,"agentReviews":{"count":0,"score_avg":null,"cost_usd_avg":null,"success_rate":null,"latency_p50_ms":null,"narrative_summary":null,"summary_updated_at":null},"enrichmentModel":"deterministic:skill-github:v1","enrichmentVersion":1,"enrichedAt":"2026-04-21T01:39:55.578Z","embedding":null,"createdAt":"2026-04-20T13:40:24.013Z","updatedAt":"2026-04-21T01:39:55.578Z","lastSeenAt":"2026-04-21T01:39:55.578Z","tsv":"'-3':353 '/zh/book/common-stocks-philip-fisher':287,371 '/zh/book/common-stocks-philip-fisher)':138 '1':298,357 '15':323,386 '15要点':185,238 '15要点评估框架':92 '15要点评分':294 '1958年初版':70 '1996年修订版':71 '2':303,352 '4':308 '5':74,313 '9':318 'appli':6 'assess':38 'book2skills.com':137,286,370 'book2skills.com/zh/book/common-stocks-philip-fisher':285,369 'book2skills.com/zh/book/common-stocks-philip-fisher)':136 'buy':107 'case_library.md':78 'common':2,15,49,58,80,129,278,362 'common-stocks-philip-fish':1,79 'compani':29 'competit':42 'decid':46 'evalu':26 'fifteen':89 'fisher':5,8,56,68,83,134,145,147,184,226,283,290,350,367 'framework':13 'gather':41 'growth':10,36 'intellig':43 'invest':12,37 'long':34 'long-term':33 'm1':88,197,205,209,213,216,231,237,273,293,327,382 'm2':94,198,206,208,244,274,332,340 'm3':99,199,212,251,275,343 'm4':104,200,215,223,258 'm5':111,219,221,232,265 'manag':39,95 'module.md':77,91,96,101,108,115 'p/b':377 'p/e':224,376 'philip':4,7,55,66,82,144,183 'point':90,297,302,307,312,317,322,385 'profit':19,53,62,133,282,366 'qualiti':40 'read':235,239,242,246,249,253,256,260,263,267,270 'ref':359 'references/case_library.md':93,98,103,110,118 'scuttlebutt':45,100,157,186,252 'sell':114 'skill':54,135,141,171,284,368 'skill-picking-stock-common-stocks-uncommon-profits-phisher' 'skill.md':84 'source-simbajigege' 'stock':3,11,16,50,59,81,130,279,363 'subskil':87 'subskills/m1_fifteen_points/module.md':240 'subskills/m1_fifteen_points/references/case_library.md':243 'subskills/m2_management/module.md':247 'subskills/m2_management/references/case_library.md':250 'subskills/m3_scuttlebutt/module.md':254 'subskills/m3_scuttlebutt/references/case_library.md':257 'subskills/m4_when_to_buy/module.md':261 'subskills/m4_when_to_buy/references/case_library.md':264 'subskills/m5_when_to_sell/module.md':268 'subskills/m5_when_to_sell/references/case_library.md':271 'term':35 'topic-agent-skills' 'topic-agentskills' 'topic-anthropic' 'topic-anthropic-claude' 'topic-book2skills' 'topic-growth-investing' 'topic-investing' 'topic-investing-skills' 'topic-skills' 'topic-stock-analysis' 'uncommon':18,52,61,132,281,365 'use':20 'user':23 'via':44 'vs':229 'want':24 'whether':27 'worthi':32 'write':65 '不应做的事':374 '不确定时机':180 '不能只用':375 '不能因为市场普遍看空就建议卖出':380 '不能因为股价短期上涨就建议卖出':379 '不能在没有':381 '不能忽略':384 '个分析维度':75 '也不是估值计算器':164 '买入时机判断':109 '仅供学习':139,288,372 '从竞争对手':158 '以下任一情况调用本':170 '以下分析基于':128,277,361 '以及通过三条明确标准决定是否卖出':162 '价值股':230 '何时买入':259 '何时卖出':266 '供应商了解一家公司':178 '供应商处交叉验证':160 '值得深研':331 '公司名称':292 '关键点评估':295 '几乎永不卖出':152 '列出':348 '列出需要访谈的渠道':346 '利润率':314 '卖出':116 '原书引用':355 '原文':360 '句话':354 '只评估公司产品':202 '只评估管理层质量':207 '可选执行':195 '各加一行':127 '和':125 '哲学':227 '在管理层失误导致股价临时下跌时买入':161 '多模块并行':73 '多模块联合输出格式':272 '如何收集公司信息':210 '它是一套':165 '定性判断框架':166 '客户':159,177 '对应文件':236 '小道消息法':156 '尚待验证的关键问题':347 '市场':203 '市场潜力':299 '帮助投资者回答':167 '帮助投资者用':143 '建议核实来源':345 '开头':124 '当前是否时机合适':201 '必须在回复':123 '必须执行':194 '总调度器':86 '情报验证建议':344 '成长股':228 '成长股投资':187 '成长股综合评估':291 '我应该卖掉它吗':191 '或':190 '所有回复':120 '执行方式':233 '找到少数真正卓越的公司':149 '持有决策':117 '持有逻辑':222 '支持正版':140,289,373 '无论调用哪个模块':121 '无论输出长短':122 '是否应该卖出持仓':218 '最相关的':356 '本文件':85 '条':358 '架构':72 '案例库':241,248,255,262,269 '每个维度有独立的':76 '每项':296 '深度研究':150 '现在是否是买入时机':214 '用户想了解某公司的管理层质量':173 '用户想知道如何通过竞争对手':176 '用户想评估一家公司是否是优质成长股投资标的':172 '用户提到':182 '用户正在考虑是否买入一只成长股':179 '用户正在考虑是否卖出一只持仓股票':181 '用户问':188 '用户问题类型':193 '的成长股方法系统评估一家公司是否值得长期持有':146 '的方法核心是':148 '目的':142 '知识来源':57 '研发能力':174 '确认公司是否合格':217 '竞争力':204 '竞争情报':211 '竞争情报收集方法':102 '等估值指标评判一家公司是否值得买':378 '简述':301,306,311,316,321,326,336,339 '管理层':245 '管理层授权':319 '管理层诚信有问题时直接否定整个评估':388 '管理层质量':333 '管理层质量深度分析':97 '管理深度':334 '管理研发意志':304 '结尾':126 '综合结论':349 '综合评估':276 '综合评估一家公司':196 '综合评级':328,341 '署名规则':119 '著':69 '视角下这家公司是否值得深入研究的结论':351 '评估基础的情况下直接讨论买入时机':383 '评级':300,305,310,315,320,325,335,338,342 '诚信':324,387 '误区':225 '调用时机':169 '调用某模块时':234 '路由规则':192 '这不是短线交易工具':163 '这只股票什么时候买最好':189 '这只股票估值太高了吗':220 '这套方法包含':153 '这家公司值得持有10年吗':168 '通过':155 '通过15要点评估公司质量':154 '销售组织':175,309 '长期导向':337 '长期持有':151 '需关注':330 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Use when a user wants to evaluate whether a company is a worthy long-term growth investment, assess management quality, gather competitive intelligence via scuttlebutt, decide when to buy an outstanding stock at the right moment, or decide whether to hold or sell a current position. Covers the 15 Points checklist, management depth analysis, scuttlebutt intelligence gathering, entry timing, and hold/sell decision logic."},"skills_sh_url":"https://skills.sh/simbajigege/book2skills/picking-stock-common-stocks-uncommon-profits-phisher"},"updatedAt":"2026-04-21T01:39:55.578Z"}}