The watchlist, analysis, and monitoring platform built for how value investors actually work.
Thesis-first. Long-arc. Quiet by design. Data refreshes once after the close — because daily prices are noise, and patience is the strategy.
Built around the discipline you already practise.
Belief first. Moat second. Margin of safety third. We do not screen for cheap; we wait for quality at a fair price — and then we hold.
Believe in the business.
Vision before metrics. Identify durable companies in growing markets. Financials are the second pass, never the first.
Underwrite the thesis.
Bull case, bear case, kill criteria. Reverse-DCF the implied growth. Build the position size you can defend through a 30% drawdown. Write it down.
Hold, then check once a day.
One end-of-day briefing. We surface only what your written discipline says you must act on: a tripped kill criterion, a watchlist crossing, a MOS band entered.
Most days, the right thing to do is nothing.
The briefing is not designed to entertain you. It is designed to tell you, before market open, whether your written discipline says today is a day to act.
We track every position you own against the thesis you wrote when you bought it. When a kill criterion is met, we say so. When nothing has changed, we say that — clearly, so you don't fill the silence with action.
A single material headline — or none.
Every position classified intact, watch, or tripped.
Patient setups that arrived today — your edge from waiting.
Days since last trade. Patience as a metric.
Today, one thing matters.
ULTA. Operating margin printed 13.6% — the second consecutive quarter below your 14.0% kill criterion. Your trim policy applies. Eleven other theses remain intact.
Three surfaces. One discipline.
No tabs you'll never visit. Three pages, doing one job each, written for an investor who already knows what an ROIC is.
Your portfolio & watchlist, weighed.
Allocation, concentration, MOS gap, position-by-position thesis status. Study mode reads like a newspaper. Work mode is a sortable monitor table.
Underwrite, in one page.
Moat, management, capital allocation, reverse-DCF, kill criteria, your own bull and bear cases. Industry-specific valuation models for healthcare, financials, real estate.
Find quality at a fair price.
Screen by ROIC and reinvestment runway, not by P/E alone. Reverse-engineer super-investor 13Fs. Save screens by style.
A thesis, eighteen months on.
The product is the discipline. Below is what one underwrite actually looked like — what was written at entry, what tripped, when the briefing surfaced it.
Pricing power durable through the second fee cycle; international unit cadence underwrites the next leg of growth; management owner-aligned. Variant perception: the street is treating this as a cyclical comp.
- Same-store growth turns negative for two consecutive quarters.
- International unit cadence falls below eight openings per quarter.
- CFO departure without a published succession plan within ninety days.
The case isn't the return — it's that you saw every event in the briefing, on the day it happened, against criteria you wrote yourself. That is the product.
An unfair advantage at the price of a coffee.
Bloomberg charges the price of a small flat. We charge the price of a long espresso. We do less than Bloomberg — and that is the point.
$5 a month, or $50 a year.
First fourteen days free. No card required.
“It is waiting that helps you as an investor, and a lot of people just can't stand to wait.”Charlie Munger
Yes, there is a model under the hood — used to summarise filings, score moats against your written framework, and surface the one paragraph in a 10-K that actually moved the thesis. We mention it once, here, and never on the briefing. The output is what matters; the engine is plumbing.