idea-generation

Run a value screen filtering for P/E below sector median, EV/EBITDA below historical average, free cash flow yield above 5%, price/book under 1.5x, and recent insider buying. Screen outputs are candidates that still require fundamental analysis before investing.

Screen for declining revenue, margin compression, rising receivables or inventory relative to sales, insider selling, and valuation premiums without justification. Short ideas need higher conviction than longs because timing is harder and risk is asymmetric.

A thematic sweep defines a thesis, maps the value chain to find direct and indirect beneficiaries, separates pure-play from diversified exposure, and identifies second-order beneficiaries the market has not yet connected to the theme.

No. Screens surface candidates, not conclusions. Every screen output needs fundamental work such as building a model, deep-dive diligence, or expert calls before it becomes an actionable investment idea.

Avoid contrarian ideas without a catalyst, since being early without a catalyst is the same as being wrong. Also check ownership data, short interest, and analyst coverage to avoid crowded trades.