Business Model Decoder Skill

What does Business Model Decoder Skill do?

Data Dependencies and Prerequisites

It is recommended to use the Wind wind-mcp-skill to obtain underlying data. Before execution, check if wind-mcp-skill is already available locally; if not, prompt the user to install it:

# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

# Gitee mirror (domestic)
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y

Skill Positioning

This skill is used to clearly explain "how a company operates, how it makes money, how it expands, and where problems are likely to arise." The output is not a restatement of the company's profile, but rather a compression of complex business into understandable modules, allowing users to quickly build awareness of revenue sources, cost structures, growth drivers, and constraints.

Execution Flow

Step 1: First, define the core problem the company solves

Start by answering the two most fundamental questions:

• What value does this company provide and to whom?
• Why are customers willing to pay for it?

If these two points cannot be clearly articulated, it means the subsequent business analysis is not yet solid enough.

Step 2: Deconstruct the revenue engine

Break down the company's revenue in the most explanatory way possible. Common dimensions include:

• Product lines
• Customer types
• Geographic regions
• Pricing models
• One-time vs. recurring revenue

Emphasize which part is the core cash cow, which is the growth engine, and which is merely a peripheral business.

Step 3: Explain the cost structure and how profits are formed

Beyond "where revenue comes from," explain "how profits are retained." Focus on:

• What are the main cost and expense items?
• Which costs scale down as the business grows, and which do not?
• Does margin improvement depend on price increases, efficiency, product mix, or cyclical factors?
• Are there high capital expenditures, inventory, or receivables pressures?

This allows an understanding of the quality of the business model, rather than just looking at surface-level revenue.

Step 4: Identify growth drivers and expansion paths

Clarify the typical paths a company's future growth relies on:

• Increase in customer numbers
• Increase in average revenue per customer
• Increase in penetration rate
• Expansion into new categories or regions
• M&A integration or channel expansion

At the same time, point out the natural ceilings and expansion barriers to growth, avoiding the assumption that linear extrapolation is inevitable.

Step 5: Identify business model vulnerabilities

Examine the business model from a critical perspective, focusing on identifying:

• Dependence on a single customer, channel, or product
• Dependence on policies, raw materials, subsidies, or external cyclical factors
• Which part is most vulnerable when competition intensifies
• Which variable is most likely to distort the profit model

Step 6: Output a reproducible business narrative

Finally, the company's business should be described in a structured way that an average investor or team member can quickly reproduce, including:

• What exactly does it rely on to make money?
• Why is this model currently effective?
• Which single variable should be monitored next to verify the model?

Output Structure

---

{Stock Name} Business Model Breakdown ({YYYY-MM-DD})

I. How the Company Makes Money in a Nutshell

{One sentence explaining what the company sells, to whom, and how it profits}

II. Business Module Breakdown

Module	Customers / Needs	Revenue Source	Value Contribution	Current Role
{Module 1}	{Description}	{Description}	{Description}	{Core/Growth/Edge}
{Module 2}	{Description}	{Description}	{Description}	{Core/Growth/Edge}

III. How Profits Are Formed

• Main Profit Source: {Explanation}
• Key Cost / Expense Items: {Explanation}
• Key Variables Driving Margin Changes: {Explanation}

IV. Growth Engines and Expansion Paths

• {Growth Path 1}
• {Growth Path 2}
• {Growth Path 3}

V. The Most Vulnerable Points of the Business Model

• {Vulnerability 1}
• {Vulnerability 2}
• {Vulnerability 3}

VI. The Most Important Variable to Track Next

• Most Important Variable: {Variable}
• How to Verify: {Explanation}
• Signal of Failure: {Explanation}

---

Quality Requirements

1. Must explain the business in plain language; avoid jargon and historical background.
2. Focus on clearly explaining the revenue engine, profit mechanism, and expansion path, rather than broadly introducing the industry.
3. Present both strengths and vulnerabilities to avoid one-sided framing.
4. For complex companies, prioritize the most explanatory modules, rather than striving for completeness.
5. The final content should allow readers unfamiliar with the company to quickly reproduce the core logic.