17 investor frameworks available

InvestorLens

Apply the quantitative frameworks of history's greatest investors to any publicly traded company. Instant, multi-perspective deep value analysis.

17 Frameworks

Graham, Buffett, Lynch, and 14 more legendary investors

Real Financials

Live data from SEC filings and market feeds

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Compare how different investors score the same stock

Investor Frameworks

Select a framework to learn how each investor evaluates stocks

BG

Benjamin Graham

Defensive Value

The father of value investing and margin-of-safety analysis.

9 criteria
WB

Warren Buffett

Quality Compounder

Quality businesses with durable moats at fair prices.

9 criteria
PL

Peter Lynch

GARP

Growth at a reasonable price with the PEG ratio as the key metric.

7 criteria
JG

Joel Greenblatt

Magic Formula

Rank-based system combining earnings yield and return on capital.

3 criteria
JP

Joseph Piotroski

F-Score

Nine-signal scoring system to separate winners from losers in value stocks.

9 criteria
DD

David Dreman

Contrarian Value

Buy out-of-favor stocks in the cheapest quintiles of the market, then demand the financial strength to survive until the crowd comes around.

11 criteria
BA

Bill Ackman

Activist Value

Concentrated activist investor focused on simple, predictable, free-cash-flow-generative businesses with durable competitive advantages trading below intrinsic value.

9 criteria
CM

Charlie Munger

Quality Focus

Qualitative framework emphasizing business quality and mental models.

7 criteria
MP

Mohnish Pabrai

Dhandho Framework

Low-risk, high-uncertainty bets with large margins of safety.

8 criteria
CA

Chuck Akre

Three-Legged Stool

Compounding machines with high ROIC, great management, and reinvestment runway.

7 criteria
HM

Howard Marks

Risk-Aware Value

Cycle-aware, risk-focused investing that buys below intrinsic value when others are fearful.

8 criteria
JT

John Templeton

Global Bargain Hunter

Buy at the point of maximum pessimism, anywhere in the world the bargains are.

8 criteria
NS

Nick Sleep

Scale Economies Shared

Backs businesses that grow by handing their scale savings to customers, and holds them for decades.

8 criteria
CA

Cliff Asness

Systematic Factors

Applies value, momentum and quality factors as rules, and follows them without discretionary override.

7 criteria
JN

John Neff

Low-P/E Total Return

Pair an out-of-favor earnings multiple with sustainable growth, dividend yield, and financial-statement confirmation.

6 criteria
WJS

Walter J. Schloss

Asset-First Diversified Value

Start with book value, insist on a large price discount and restrained debt, then spread many patient bets across neglected companies.

7 criteria
JO

James O'Shaughnessy

Systematic Factor Composite

Ranks stocks on multiple value measures, shareholder yield and six-month momentum.

6 criteria