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Screened · read · dated

Mostly no.Occasionally yes.Always dated.

416 companies on 19 exchanges, scored on the same thirty criteria. What fails stays visible as a failure.

The funnel, today

2026-09-19
416scored on the thirty criteria
150read end to end, with a deep report
19currently a buy candidate

The narrowing is the product. Every rejected name is a decision, dated and kept.

Five steps

Each one exists to earn the next.

01

Filters

Price against earnings and book, debt, returns on capital, insider ownership. Run across more than a dozen exchanges; most companies do not survive.

02

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.

03

Valuation range

Five DCF models and a Monte Carlo simulation triangulate a range — a shape, never a single price target.

04

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.

05

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.

Where this differs from a screener

A screener ranks twenty thousand names on any metric you like. This is the opposite motion.

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 open their scorecard, valuation figures and executive summary, free, this week only. Next week, a different five.

ACICMonitor

American Coastal Insurance Corporation

59%Score
4.5P/E
1.26P/B
+32%Upside

Graham · Buffett · Lynch, out of ten

Graham7/10
Buffett7/10
Lynch5/10

DCF range vs today's price

-22%Price today+129%

A reanalysis triggered by a receivables red flag finds the automated check measured the wrong line item, but the underlying collection metric is genuinely deteriorating across four straight quarters, even as a renegotiated servicing agreement removed a looming contract expiration.

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FLEXSpeculative

Flex Ltd.

40%Score
42.1P/E
7.29P/B
-62%Upside

Graham · Buffett · Lynch, out of ten

Graham3/10
Buffett6/10
Lynch4/10

DCF range vs today's price

-81%Price today+4%

Flex has genuinely reinvented itself, with rising margins and a spin-off announced, but at the current price the stock already reflects the bull case: several valuation methods land close to the price itself, leaving little margin of safety and a shrinking free-cash-flow yield.

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MLIInteresting

Mueller Industries, Inc.

71%Score
15.6P/E
3.75P/B
-33%Upside

Graham · Buffett · Lynch, out of ten

Graham6/10
Buffett8/10
Lynch7/10

DCF range vs today's price

-45%Price today+10%

A quality net-cash business with strong returns on equity, but the multiple has doubled against its own historical median for a free cash flow that has been flat for four years, and this year's revenue growth is copper prices and acquisitions rather than volume.

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NRIMMonitor

Northrim BanCorp, Inc.

62%Score
8.4P/E
1.63P/B
+3%Upside

Graham · Buffett · Lynch, out of ten

Graham8/10
Buffett6/10
Lynch6/10

DCF range vs today's price

-9%Price today+34%

A top-performing Alaskan community bank with a wide net interest margin and strong returns on tangible equity, but trading essentially at intrinsic value, with the main risks in merger execution and a credit problem that has become concentrated rather than broad.

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SBCMonitor

SBC Medical Group Holdings Inc

51%Score
9.7P/E
1.85P/B
+11%Upside

Graham · Buffett · Lynch, out of ten

Graham7/10
Buffett5/10
Lynch5/10

DCF range vs today's price

-7%Price today+63%

A capital-light medical services organization on a very low enterprise multiple with a high cash yield, but almost all revenue comes from affiliated corporations controlled by the chief executive's family, who have already cut the discretionary fee once.

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100840Interesting

SNT Energy Co., Ltd.

66%Score
6.6P/E
1.81P/B
-5%Upside

Graham · Buffett · Lynch, out of ten

Graham9/10
Buffett5/10
Lynch8/10

DCF range vs today's price

-40%Price today+114%

A Korean maker of heat-transfer equipment for gas plants and refineries with an immaculate balance sheet and a low headline multiple, but the multiple is applied to a cycle peak: new orders have collapsed and the backlog now covers barely a year.

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Currently rated buy or strong buy

View the full universe (19)

TickerNameExchangeVerdictScore band
1681Consun Pharmaceutical Group LimitedHKEXBuy candidate80–90
461300i-Scream MediaKOSDAQBuy candidate80–90
3316Binjiang Service GroupHKEXBuy candidate70–80
147830Cheryong Industrial Co., Ltd.KOSDAQBuy candidate70–80
6750.TElecom Co., Ltd.TSEBuy candidate70–80
FFHFairfax Financial Holdings Limited · financialTSXBuy candidate70–80
036620GAMSUNG CorporationKOSDAQBuy candidate70–80
001060JW Pharmaceutical Corp. (JW중외제약)KRXBuy candidate70–80
052400KONA I CO., LTD.KOSDAQBuy candidate70–80
3600Modern Dental Group LimitedHKEXBuy candidate70–80

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.