master-sanborn-perspective

What problem does it solve?

This Skill provides a structured framework to emulate Robert Sanborn's value-investing decision process for stock selection, focusing on cash flow, management alignment, and sensible valuation.

Core Features & Use Cases

• Free cash flow emphasis: evaluate firms on durable cash generation, not just reported profits.
• Management ownership and governance: require meaningful insider holdings to align incentives.
• Valuation discipline: use low price-to-sales and price-to-free-cash-flow as initial filters in conjunction with quality signals.
• Example: Identify undervalued cash-generative companies with strong insider ownership to build a durable compounder.

Quick Start

Ask me to evaluate a stock from Sanborn's perspective by checking free cash flow, management alignment, and valuation.