Investor Frameworks

Explore the quantitative checklists used by some of history's greatest investors. Click any investor to see their full criteria, sources, and verdict logic.

Benjamin Graham

Defensive Value

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

9 criteriaView checklist →

Warren Buffett

Quality Compounder

Quality businesses with durable moats at fair prices.

9 criteriaView checklist →

Peter Lynch

GARP

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

7 criteriaView checklist →

Joel Greenblatt

Magic Formula

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

3 criteriaView checklist →

Joseph Piotroski

F-Score

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

9 criteriaView checklist →

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 criteriaView checklist →

Charlie Munger

Quality Focus

Qualitative framework emphasizing business quality and mental models.

7 criteriaView checklist →

Mohnish Pabrai

Dhandho Framework

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

8 criteriaView checklist →

Guy Spier

Value Investor's Checklist

Behavioral risk-avoidance checklist inspired by the Checklist Manifesto.

8 criteriaView checklist →

Stanley Druckenmiller

Macro-Enhanced Growth

Macro-aware growth investing with asymmetric risk/reward focus.

7 criteriaView checklist →

Chuck Akre

Three-Legged Stool

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

7 criteriaView checklist →

Howard Marks

Risk-Aware Value

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

8 criteriaView checklist →