Most tools score everything. We screen out 95% and dig into what survives.
410 companies across 19 exchanges, scored on the same thirty criteria and dated.
Five steps
1
Filters
Price against earnings and book, debt, returns on capital, insider ownership. Run across more than a dozen exchanges; most companies do not survive.
2
Thirty criteria
The survivors are scored on the full Graham, Buffett and Lynch scorecard and get a first-draft intrinsic value — the initial estimate the deep work later tests.
3
Valuation range
Five DCF models and a Monte Carlo simulation triangulate a range — a shape, never a single price target.
4
Deep evaluation
What survives the range gets read properly: filings, cash flow, management, red flags, a one-sentence thesis with its own falsifiers. This is the slow step, and the one the rest exists to earn.
5
Read the quarterly yourself
Optional, and strongly recommended. Open the latest filing and read it before you act. Nothing here replaces understanding the business — and if the industry still makes no sense to you after one quarter, that is an answer too: it is not your company.
The funnel, today
The narrowing is the product. Every rejected name is a decision, dated and kept.
Where this differs from a screener
We reject, we do not rank
A screener ranks twenty thousand names on any metric you like. Here a few hundred were picked up for a reason, and the ones that fail stay visible as failures.
Every verdict has a falsifier
Each thesis ships with the conditions that would prove it wrong, written before the verdict. No community narratives, no crowd fair value — one method, reproducible.
A range and a dated record, not a target
Valuation is a shape from five models and thousands of simulations. Every verdict is dated and the twelve-month record is public, including what it does not show.
Open this week
Five tickers get their full deep report opened for everyone, free, this week only. Next week, a different five.
Open this week
American Coastal Insurance Corporation
ACIC · 50–60
Open this week
Flex Ltd.
FLEX · 40–50
Open this week
Mueller Industries, Inc.
MLI · 70–80
Open this week
Northrim BanCorp, Inc.
NRIM · 60–70
Open this week
SBC Medical Group Holdings Inc
SBC · 50–60
Demo: the whole method, on one stock
Demo of the weekSNT Energy Co., Ltd.100840 · Score band 60–70Open it in the explorer →Currently rated buy or strong buy
| Ticker | Name | Exchange | Verdict | Score band |
|---|---|---|---|---|
| 3316 | Binjiang Service Group | HKEX | Buy candidate | 70–80 |
| 147830 | Cheryong Industrial Co., Ltd. | KOSDAQ | Buy candidate | 70–80 |
| 1681 | Consun Pharmaceutical Group Limited | HKEX | Buy candidate | 80–90 |
| 6750.T | Elecom Co., Ltd. | TSE | Buy candidate | 70–80 |
| FFH | Fairfax Financial Holdings Limited · financial | TSX | Buy candidate | 70–80 |
| 036620 | GAMSUNG Corporation | KOSDAQ | Buy candidate | 70–80 |
| 461300 | i-Scream Media | KOSDAQ | Buy candidate | 80–90 |
| 001060 | JW Pharmaceutical Corp. (JW중외제약) | KRX | Buy candidate | 70–80 |
| 052400 | KONA I CO., LTD. | KOSDAQ | Buy candidate | 70–80 |
| 3600 | Modern Dental Group Limited | HKEX | Buy candidate | 70–80 |
| 1837 | Natural Food International Holding Limited | HKEX | Buy candidate | 70–80 |
| 092730 | NeoPharm Co., Ltd. | KOSDAQ | Buy candidate | 70–80 |
| 030190 | NICE Information Service Co., Ltd. | KRX | Buy candidate | 70–80 |
| NBN | Northeast Bank · financial | NASDAQ | Buy candidate | 70–80 |
| 3983 | oRo Co., Ltd. | TSE | Buy candidate | 70–80 |
| TRMD | TORM PLC Class A | NASDAQ | Buy candidate | 70–80 |
| UNTY | Unity Bancorp, Inc. · financial | NASDAQ | Buy candidate | 70–80 |
| 3679 | ZIGExN Co., Ltd. | TSE | Buy candidate | 70–80 |
Get the next open report by email
One full deep report a week, a day before it goes public, plus the weekly list of what passed the filters. Free, and you can unsubscribe from any email in one click.
- The full report — every figure, the DCF assumptions and the Monte Carlo, not the shape-only version.
- A day before everyone else: subscribers read it before it opens on the site.
- The weekly filter letter: what entered the universe, what left it, whose verdict moved and why.
- A verdict-change alert on any ticker you follow, the day the score moves it across a band.
- A vote on which company gets read next, and the archive of every report already opened.
No tracking pixels, no list sharing, one-click unsubscribe. Two emails a week, both on a fixed day.
What this actually is
Every screener on the internet will rank twenty thousand companies on any metric you like. That is not the hard part and it is not useful: a ranked list of twenty thousand names is a list of twenty thousand names. The hard part is throwing almost all of them away and then spending a week on the handful left.
Filters. Thirty criteria from Graham, Buffett and Lynch run across the whole universe — price against earnings and book, debt, returns on capital, margins, insider ownership, dilution, how simple the story is. Most companies fail several. That rejection is the output.
Thirty criteria. The survivors are scored on the full Graham, Buffett and Lynch scorecard — ten criteria each, weighted one, two and three — and get a first-draft intrinsic value. That draft is not the answer; it is what the deep work is later checked against.
Valuation range. Several discounted-cash-flow models triangulated against each other, then a Monte Carlo simulation that re-runs the whole thing thousands of times with the assumptions drawn from distributions. The output is a range and a shape, never a single price.
Deep evaluation. What survives the range gets read: the filings, the segment notes, the cash-flow statement line by line, the compensation section. Each report ends with a thesis in one sentence and the list of things that would prove it wrong — written before the verdict, not after. This is the slow step, and the reason the four before it exist.
Read the quarterly yourself. Optional, and strongly recommended. Open the latest filing and read it before you act on anything here. A score is a summary, and a summary is not understanding: the point of the exercise is to own a business you can follow. If the industry still makes no sense to you after a quarter of reading, that is an answer too — it is not your company, whatever the score says.
Why a few hundred names and not twenty thousand
Because one person can only read so much, and reading is the method. Every company here was picked up for a reason, scored on the same thirty criteria, and re-scored when the filings moved. A universe you can hold in your head is worth more than one you can only sort. If a company you care about is missing, its page will say so, and why.
Free, and later paid
Free, permanently: the universe with verdicts and score bands, the one-sentence thesis, the key risks, what would change the verdict, the shape of the valuation range, the first chapter of every deep report, the methodology, and the twelve-month record. Five companies a week have everything opened; one a week has the entire method shown end to end.
Paid, later: the exact score behind the band, the intrinsic-value estimate and margin of safety, the simulated probabilities and percentiles, the valuation assumptions, and the rest of each deep report on the day it is written.
About the track record
There isn’t one worth the name yet. Every verdict is dated and stored, and the twelve-month record is published in full — and it shows no demonstrated edge over the universe it was drawn from, on a horizon far too short to prove anything either way. That is on the track-record page, in those words, and it stays there until the data says otherwise.