screening-compounders

To find durable compounders, define your target sector or theme, then apply a veto-first screening framework to filter out weak governance and leverage profiles before validating historical ROCE and convergent evolution from primary-source filings.

A veto-first screening framework eliminates weak stock candidates upfront using strict governance, leverage, and business-model criteria, producing an auditable shortlist that minimizes false positives before conducting deeper fundamental analysis.

Build a year-by-year ROCE record over the longest available horizon using 10-K and 20-F filings, then apply a defined durability threshold to filter candidates and validate their moat through convergent-evolution checks across markets.

Yes, screening US equities with a veto-first framework outputs a reproducible Markdown report to reports/research, containing a ranked shortlist with valuation context, source-backed rationale, and auditable veto evidence from primary filings.

Yes, the veto-first screening framework applies to any defined sector, theme, or industry within the US equity universe, generating a focused 5-10 name shortlist of durable compounders with full source-backed rationale.

Limitations include reliance on available multi-year 10-K and 20-F primary filings for accurate ROCE calculation, and the inherent constraint that historical governance and convergent-evolution success cannot guarantee future compounding performance.