screening-compounders - Screen U.S. stocks for long-term compounders
Use veto-first process to screen U.S. stocks for 5-10 long-term compounder candidates with ROCE analysis
Tags
Updated: 2026-03-25Capabilities
Typical Inputs
Typical Outputs
What this skill does
- define search universe
- gather company filings
- apply veto checklist
- calculate historical ROCE
- check financial robustness
- validate business model
- run Darwin cross-check
- rank surviving companies
- add valuation context
- generate research report
- commit output files
Inputs
- sector or theme or industry
- geography preference
- market-cap bias
- report date
Outputs
- screening report
- ranked candidate list
- ROCE analysis tables
- scoring results
Requirements
- primary source filings
- 10-year historical data
- 20% minimum ROCE threshold
- 4 passed financial robustness items