AI Skill Pod

Thinkers' principles

Buffett-style moat and margin-of-safety check

Official

Official · updated Nov 4, 2026 · v1.0.1

Checks a business or a purchase for an enduring moat, a known circle of competence and a margin of safety, as Warren Buffett describes them in the Berkshire letters. Not investment advice.

Sign up free to add this skill to your pod

You come back here after you sign in, and add it with one click.

Sign up freeAlready have an account? Sign in

When to use it

What you give it

What you get

A three-part verdict with a moat table, a circle-of-competence table, a margin of safety recomputed under worse assumptions, and what to find out first.

Changelog

Sources

  1. Berkshire Hathaway 2007 shareholder letter (an enduring moat) (2026-11-04)
  2. Berkshire Hathaway 1996 shareholder letter (circle of competence, economies of scale) (2026-11-04)
  3. Berkshire Hathaway 1992 shareholder letter (businesses we understand, margin of safety) (2026-11-04)
  4. Berkshire Hathaway 1993 shareholder letter (brand, product, distribution as a moat) (2026-11-04)
  5. Berkshire Hathaway 1995 shareholder letter (low operating costs, GEICO's moat) (2026-11-04)

Related skills

← All skills