1 min read
How to read a valuation Z-score
A Z-score turns "is this cheap?" into a single number. Here is what it measures, how to read it, and where it falls short.
- valuation
- method
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notes.
Public notes on the method and the markets. Written to explain, not to sell a call.
- 1 min read
Why we follow rules instead of predictions
Predictions feel useful and rarely are. A short note on why our process is built on fixed rules, and what that does and does not promise.
- method
- process
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signal.
Members receive the signal, change alerts and the weekly note.
- Rules-based
- Same signal for every member
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