Screening & comparisons

The scoped screen

US-listed software names over $10B market cap: rank by revenue growth versus EV/Sales. Which look cheap relative to their growth, and what’s the catch on each?

Always define the universe — index, sector, size floor. A screen without a universe is a headline generator.

The peer table

Build a comparison table for XOM, CVX, SHEL, TTE: production, reserve life, netback, dividend coverage, and buyback yield. Put it in a sheet I can download.

Tables land as sheet artifacts, exportable to Excel or CSV — see Artifacts & exports.

The factor check

Across the S&P 500 over the last decade, did low-P/E names actually outperform? Run the numbers by quintile, show the spread, and note regime differences.

Quantified claims run as sandbox computations — you get the method and the result, not an anecdote.

The history rhyme

Find past episodes where the 10-year yield rose 100bp in six months: how did utilities versus banks perform in the following year, each time?

The position stress

If I hold equal weights of these six names [paste tickers]: what was the worst 3-month drawdown of that basket in the last 15 years, and what drove it?