Research list

• Screens: Joel Greenblatt, ROIC, EV/IC

• Network market intelligence

 

Compounders list

• nanos investment compounder efficiency (nice)

• nice-score minimum score or %-ile

 

Valuation and ranking of compounders

• Estimates of intrinsic value

• Ranking upside and nice-score

• Check list

 

Buying list

• Compounders with upside potential

• Diversified value drivers