This screen tracks the moves of the world’s top money managers, allowing us to see exactly where the largest, most resource-rich firms are allocating capital and which securities they’re buying.

This screen is about finding future Lindys: businesses that combine invention with discipline, transforming broken industries through structural innovation, vertical integration, and cultural resilience.

This screen is based on the characteristics Distressed Investing analyst Marty Fridson identified in The Little Book Of Picking Top Stocks, which he published in 2023, as the common features among the market’s best-performing stocks.

The 3x Screen was inspired by Porter himself, who challenged the Porter & Co. analyst team to create a filtering tool to find companies with high capital efficiency, steady revenue growth, and that trade at reasonable valuations…

This screen was inspired by the late Charlie Munger, Warren Buffett’s business partner, who once described a dead-simple strategy for beating the market