Trading Strategies

Benjamin Graham

The Father of Value Investing

The market is a voting machine in the short run but a weighing machine in the long run. This screener applies Graham's two core stock-selection frameworks - the Defensive Investor test (7 criteria) and the Enterprising Investor test (6 criteria) - plus a net-net bargain screen.

Charlie Munger

The Abominable No-Man

Concentrate on a few great businesses with sustainable advantages and hold them. Invert, always invert - avoid stupidity rather than seeking brilliance. Quality matters more than price. A wonderful business at a fair price beats a fair business at a wonderful price.

George Soros

The Man Who Broke the Bank of England

Markets are always biased in one direction or another. Reflexivity means that market participants' perceptions influence fundamentals, which in turn influence perceptions. Find the prevailing bias, ride it, and get out before it reverses.

Howard Marks

The Risk Management Thinker

Superior investing is about understanding risk better than others, not about taking more risk. Be contrarian - buy when others are fearful, sell when they are greedy. Second-level thinking separates the best investors from the rest.

Joel Greenblatt

The Magic Formula Investor

Use the Magic Formula to systematically find good companies at bargain prices. Rank all stocks by earnings yield and return on capital, then buy the highest-ranked. The formula works because the market regularly misprices quality businesses.

John Bogle

The Father of Index Investing

Minimise costs, diversify broadly, and hold for the long term. The stock market is a giant distraction from the business of investing. Don't look for the needle in the haystack - just buy the haystack. Time is your friend, impulse is your enemy.

Peter Lynch

The Magellan Fund Legend

Invest in what you know. Find companies growing earnings 20-25% per year at reasonable valuations. Classify every stock by its growth profile - fast grower, stalwart, cyclical, turnaround, or asset play - then match valuation to category using the PEG ratio.

Philip Fisher

The Growth Investing Pioneer

Find companies with outstanding management, superior R&D, and strong growth potential. Use the scuttlebutt method to gather qualitative information. Buy and hold for the very long term - outstanding companies are extremely rare and worth paying up for.

Ray Dalio

The All-Weather Strategist

Diversify across uncorrelated return streams and prepare for any economic environment. Understand the machine of how economies and markets work. Risk parity is the foundation - balance risk, not capital. The economic machine is driven by cycles.

Seth Klarman

The Patient Value Investor

Capital preservation comes first. Demand a wide margin of safety on every investment. Be willing to hold large cash positions when bargains are scarce. Value investing works precisely because it is uncomfortable.

Warren Buffett

The Oracle of Omaha

Buy wonderful companies at fair prices and hold them forever. This scorecard applies Buffett-inspired financial heuristics - 14 quantitative rules-of-thumb covering gross margins, SG&A discipline, debt levels, return on equity, earnings consistency, and owner-earnings quality.

William O'Neil

The CAN SLIM Growth Trader

Buy the best growth stocks showing strong earnings acceleration, new products, and institutional sponsorship at the right technical entry point. Cut losses fast at 7-8% and let winners run. The CAN SLIM system combines fundamentals with technicals.