Version 1.1
Stock-screening and ranking framework
High-quality business behaviour + favourable price action + CFA-alignment: rules, documentation, guardrails.
It standardizes how every stock is analyzed:
This is a quality-of-revenue and cash discipline check.
It looks at things like:
Detect companies that book revenue faster than they collect cash
(a classic early warning sign)
High score = sellers get paid, margins are real, balance sheet is clean.
This part looks only at price behaviour.
Confirm whether market behaviour agrees with fundamentals. Trend confirmation.
Past momentum runs.
These are rule-based checkpoints:
Prevent entering positions that look good on only one dimension
This is risk control for the analyst, not the stock.
Reduce analyst bias, template drift, and accidental cherry-picking
Very CFA-style governance.
It’s saying:
Version 1
This stock score app blends concepts from Jim Collins, Jim Rogers, William Poundstone, Nassim Taleb, Edward Thorp, and Patrick Bet-David into one practical decision tool.
“Behind this stock-scoring engine are distilled insights from Collins (How the Mighty Fall), Rogers (Investment Biker), Poundstone (Fortune’s Formula), Taleb (The Black Swan), Thorp (A Man for All Markets), and Bet-David (Your Next Five Moves), translated into one unified framework.
Methodology inspired by: Jim Collins, Jim Rogers, William Poundstone, Nassim Nicholas Taleb, Edward O. Thorp, and Patrick Bet-David
Book: How the Mighty Fall
Author: Jim Collins – business researcher on corporate performance and decline
Data Source: Long-term studies of once-great companies, financial metrics, executive interviews, and post-mortem case studies
Takeaway: Hubris and denial precede decline—watch the stages.
Book: Investment Biker
Author: Jim Rogers – global macro investor and world traveler
Data Source: Round-the-world motorcycle journey, country visits, macroeconomic data, and commodity cycle observations
Takeaway: Markets mirror the cultures you ride through.
Book: Fortune's Formula
Author: William Poundstone – science and finance writer exploring the Kelly criterion
Data Source: Archives and interviews on Shannon and Thorp, casino experiments, Wall Street trading records, and legal cases
Takeaway: Bet in proportion to your edge; overbetting kills even winning strategies.
Book: The Black Swan
Author: Nassim N. Taleb – options trader and risk philosopher
Data Source: Market history, probability research, fat-tail statistics, blow-up case studies, and Taleb’s own trading experience
Takeaway: Build portfolios that survive rare, brutal shocks instead of chasing precise forecasts.
Book: A Man for All Markets
Author: Edward O. Thorp – mathematician, blackjack pioneer, and quantitative hedge fund manager
Data Source - Academic work on probability, casino experiments, hedge fund performance records, and personal memoir material
Takeaway: Use math to find an edge, size bets carefully, and let disciplined compounding do the heavy lifting.
Book: Your Next Five Moves
Author: Patrick Bet-David – from military service to building and scaling a large financial services company
Data Source: Company performance metrics, sales and leadership KPIs, case studies from his own firms, and interviews with entrepreneurs
Takeaway: Clarify your goal, then sequence the next key moves in business and life.
Investment Biker (Jim Rogers) — Aug 17, 2020
→ Forms the “Rogers Lens” (macro cycles, commodities, geopolitics, geography).
Fortune’s Formula (William Poundstone) — Sept 6, 2025
→ Basis for the Kelly Criterion section (ROI_Score formula, capital sizing).
A Man for All Markets (Edward O. Thorp) — Sep 19, 2024
→ Forms the “Thorp Lens” (technical advantage, quant anomalies, risk control).
How the Mighty Fall (Jim Collins) — Oct 17, 2022
→ Explicitly cited in SUCCESS vs LOSS Screen (hubris, denial, capitulation, salvation bets).
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