We provide world-class tools & insights to long term equity investors, so they can sleep well at night.
We use 3 main tools in our investment process. For the first time, we've sharpened, refined, packaged, and shared these tools with our members.
Know what something's worth, and why. This is the best, professional-grade stock valuation tool in the market. Punch in a ticker, your required return, and let the Buycaster crunch the numbers to give you actionable insights on nearly 4,000 stocks.
When we need investment ideas, we turn to The Buyscreener. Using The Buycaster's stock-level insights and analyses, The Buyscreener distills our universe of nearly 4,000 stocks down to a handful of potentially great SWAN (sleep-well-at-night) investment candidates.
We use The Buychecker to do a diagnostic checkup on all our holdings. It gives clear, cogent insights on any given portfolio based on The Buycaster's analysis. This helps us make buy/sell decisions to keep our portfolio in tip-top SWAN (sleep-well-at-night) shape.
We’ve built The Buycaster to extract the most important metric from stock prices: “what do we need to believe about the business to consider buying the stock at its current price?”. It’s not a forecast; it’s a Buycast.
Punch in a company name or stock ticker and let The Buycaster do the work.
The Buycaster gives you a quick take on whether the stock is overprice in seconds. Based on the Buycast, we decide whether we want to spend more time digging into the business.
The Buycaster serves as your personal sanity check. A good business is not necessarily a good investment. The story should jive with the numbers and vice versa.
The Buycaster empowers you to search through a prolific universe of over 3,000 stocks to find the most believably priced investment ideas.
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We use The Buycaster regularly as a bottom-up way to find reasonably
priced stocks whose
underlying businesses are worth unpacking.
We’ve identified 11 forces of Progress that will transform our civilization over the next few decades. These "macro" tailwinds provide context for sensible revenue growth assumptions in our valuation process.
Within each investment theme, we maintain a Watch List of potential investments. Each stock is listed with an "Investability Rating" - developed in-house after years of research and experience.
We look for businesses with the most believable growth stories, which boils down to a distinct, durable competitive advantage and a solid management team. We dig in deep into factors like pricing power, economic moat and growth strategy.
A price is comfortable if the revenue and cash flow growth expectations built into it are too pessimistic. We make this judgement based on our subjective analysis in Step 3 and our proprietary valuation models.
Our latest insights
The Good, the Bad, and the Ugly
"Big opportunities come infrequently. When it's raining gold, reach for
a bucket, not a thimble" - Warren Buffett
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