A special institutional configuration of the Composite score: only large US companies (market cap ≥ $1B, NASDAQ/NYSE/AMEX) with Composite in the top percentile, monthly rebalance. NOT the raw "first 20" from the Screener — see methodology.

Small-cap stocks with 5×–10× potential — under $5B market cap, strong insider buying, earnings quality, FCF positive. QMA/Buffett/Pabrai playbook.

Small-cap stocks where insiders (CEO/CFO/founders) heavily buy own shares. Only reason insider BUYS — believes in growth.

Companies trading far below prior highs after a crisis or restructuring, where the data shows a working business and restructured debt. Most such cases never recover and some end in bankruptcy — the rare multi-bagger turnarounds are the exception, not the expected outcome.

Firms that aggressively buy back their own shares. Fewer shares = larger stake for each holder. AutoZone style. NEW: REAL shares outstanding YoY decline detection (2-15% bounds).

Firms with high fair value score but low momentum — market doesn't ignore them, but underprices. Greenblatt's "Magic Formula" principle.

Narrowly focused small firms with simple replicable business. "Small Chipotle" in early stage — long growth runway, unit economics.

Christopher Mayer studied 365 stocks that returned 100× between 1962-2014. Key: small-cap + owner-operator (CEO owns ≥5%) + high ROIC + long reinvestment runway.

Nick Sleep (Nomad Investment Partnership) sought firms that share scale economics with customers — Costco, Amazon. Lower prices → higher retention → revenue grows → flywheel.

Bill Ackman (Pershing Square, $19B) — buys 5-10% stakes, pushes for change. We seek firms with underperforming operations + entering smart money + restructuring catalyst.

Howard Marks (Oaktree $190B) "second-level thinking" — buy quality firms in sector panic. Combo: high quality + low momentum + insider buying = capitulation low.

Terry Smith (Fundsmith +15.7%/yr since 2010) — 3 iron rules: Buy good companies, don't overpay, do nothing. Target: ROCE ≥15% + predictable cash flow + low debt.

François Rochon (Giverny Capital +14.7%/yr since 1993) — "5-year forecast" methodology. Only buy if you believe in firm 5 years out with 15%+ CAGR. Concentrated 20-25 positions.

Stocks with the highest safe dividend yield per QMA — sound payout ratio, dividend growth, high composite score.

High-quality firms for buy-and-hold portfolios — strong EQS (earnings quality), quality fundamentals, defensive business models.

Undervalued stocks per FVS — DCF, P/E, Graham, dividend models. For Buffett-style investors.

Stocks with high TSS (technical strength) + RS (relative strength) + USS (seasonal edge). For investors seeking momentum and earnings growth.

Stocks with strongest price momentum — high RS, TSS, positive USS seasonal window. For short/medium-term traders.

Recession-resistant stocks — utilities, consumer staples, healthcare. Stable cash flow, high EQS, low beta. For defensive portfolio core.

Stocks where the most independent data layers overlap — insider purchases per SEC filings, off-exchange volume, reported institutional holdings (13F, published with a lag of up to ~45 days after quarter end) and unusual options activity.

Stocks after positive earnings beats — strong ATS (analyst sentiment + transcript guidance clarity) + high composite. PEAD effect.

Quality stocks ($5B+ market cap, composite ≥ 75) that are short-term oversold (RS < 50, weak momentum). Contrarian setup for mean reversion.

Stocks with high short interest + improving fundamentals + accelerating momentum. For short-term tactical exposure (high risk).

Stocks benefiting from the AI revolution — chip makers, cloud providers, software companies, plus QMA quality filter (composite ≥ 70).

Cybersecurity leaders — endpoint, network, identity, cloud security. Resilient sector with growing enterprise budgets.

Pure-play quantum firms + tech giants with strong quantum divisions. High risk, high potential — early-stage breakout sector.

Nuclear renaissance — uranium miners, nuclear reactors, SMRs. AI datacenter demand for clean baseload boosts the sector.

EV makers + battery supply chain — cells, materials, charging infrastructure. Sector in correction but long-term secular growth intact.

Solar, wind, hydrogen — clean energy transition. Post-IRA 2022 → massive US tailwind. Sector in cyclical correction but fundamentals strong.

Leaders in GLP-1 (obesity), oncology, gene therapy. High volatility around clinical trials, but winners scale 10×+.

Payment networks, neo-banks, BNPL, crypto-adjacent. Digital finance reshaping money flow.

Defense primes (LMT, RTX, NOC, GD), aerospace (BA, GE), cybersecurity defense (PLTR). Geopolitical hedge with government revenue.