screening-compounders

What problem does it solve?

This skill helps investors systematically identify a focused set of durable, long-duration compounders in the U.S. equity universe by applying a strict veto-first screening process to discipline selection and minimize false positives.

Core Features & Use Cases

• Veto-first screening eliminates weak candidates using a predefined governance, leverage, and business-model criteria to produce auditable decisions.
• Historical ROCE analysis builds a year-by-year ROCE record over the longest available horizon and uses a defined threshold to filter for durability.
• Convergent-evolution validation checks whether business models have repeated winners across markets or geographies, strengthening the moat argument.
• Deliverables a final ranked list with rationale, valuation context, and sources, exported as a reproducible Markdown report.

Quick Start

Define sector or theme, geography, and date to generate a 5-10 name shortlist with a full, auditable report.