Investor Frameworks
Explore evidence-backed screening adaptations inspired by some of history's greatest investors. Click any investor to see what is source-published, what the app has translated into a measurable rule, the fidelity limits, and direct sources.
Benjamin Graham
The father of value investing and margin-of-safety analysis.
Warren Buffett
Quality businesses with durable moats at fair prices.
Peter Lynch
Growth at a reasonable price with the PEG ratio as the key metric.
Joel Greenblatt
Rank-based system combining earnings yield and return on capital.
Joseph Piotroski
Nine-signal scoring system to separate winners from losers in value stocks.
David Dreman
Buy out-of-favor stocks in the cheapest quintiles of the market, then demand the financial strength to survive until the crowd comes around.
Bill Ackman
Concentrated activist investor focused on simple, predictable, free-cash-flow-generative businesses with durable competitive advantages trading below intrinsic value.
Charlie Munger
Qualitative framework emphasizing business quality and mental models.
Mohnish Pabrai
Low-risk, high-uncertainty bets with large margins of safety.
Chuck Akre
Compounding machines with high ROIC, great management, and reinvestment runway.
Howard Marks
Cycle-aware, risk-focused investing that buys below intrinsic value when others are fearful.
John Templeton
Buy at the point of maximum pessimism, anywhere in the world the bargains are.
Nick Sleep
Backs businesses that grow by handing their scale savings to customers, and holds them for decades.
Cliff Asness
Applies value, momentum and quality factors as rules, and follows them without discretionary override.
John Neff
Pair an out-of-favor earnings multiple with sustainable growth, dividend yield, and financial-statement confirmation.
Walter J. Schloss
Start with book value, insist on a large price discount and restrained debt, then spread many patient bets across neglected companies.
James O'Shaughnessy
Ranks stocks on multiple value measures, shareholder yield and six-month momentum.