Rational Compounder
Rational · Systematic · Objective

Stock research that starts with the numbers.

I rebuild models from primary filings, not analyst notes. Every assumption gets stress-tested. Every multiple gets a 10-year reference window. The goal is always the same: find asymmetric risk/reward before the crowd does.

3–5 yrs
Time horizon
Capital preservation
Rule #1
01 · The approach

Quality, by the numbers.

01

Fundamental Analysis

Built directly from SEC filings and earnings transcripts — not recycled from analyst summaries. Revenue, margins, ROIC, FCF conversion. The stuff that drives long-term returns.

02

Quant Rating System

A proprietary scoring model across 30+ metrics. Business quality, valuation, and financial health — each company gets a single score that cuts through the noise.

03

Honest Verdicts

BUY, HOLD, or BEAR. Every verdict is backed by a full model and an explicit expected return. If the setup changes, the verdict changes — and I say so publicly.

02 · Live Models

Quantitative rating & valuation tool specimens.

Quant Rating Scorecard

A sample of the multi-factor scoring model across primary qualitative and quantitative benchmarks.

TickerQuant ScoreVerdictConviction
NVDA
8.2
BuyHigh
BRK.B
7.1
HoldMedium
TSLA
4.5
BearLow

DCF Sensitivity Output Matrix

Intrinsic value output of our core DCF model matching variations in WACC and Terminal Growth Rate.

WACC \ g
1.5%
2.0%
2.5%
3.0%
3.5%
8.5%
$162.40
$171.10
$181.80
$192.50
$205.10
9.0%
$148.90
$156.20
$164.80
$174.10
$186.20
9.5%
$135.20
$142.10
$150.40
$158.80
$168.30
* Benchmark Base Fair Value highlightedModel Source: SEC Filings
03 · YouTube · Rational Compounder

Every video is backed by the full model.

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