How our Guru Screens Work
Our goal at tickrz is to quantify the investing criteria and methodologies used by the world’s most famous investors. Using primary and secondary sources, we attempt to translate their investment philosophies into multi-factor models. Can the average investor replicate their success? Highly unlikely (most professional investors won’t, either). We hope you use these screens to uncover investment ideas that might attract–or might be currently owned by–these legendary investors.
Warren Buffett Screener
Buffett aims to acquire great companies at attractive prices. His current holdings represent some of the highest quality businesses in the world. Our Warren Buffett Screener combines valuation (33.3%), moat metrics (33.3%) and beta (33.3%) to generate potentially undervalued, high quality and a stable stock ideas.
Peter Lynch Screener
While at the helm of Fidelity’s Magellan Fund, Lynch produced an eye-popping 29.2% average annual return. Our Peter Lynch Screener will help you uncover stocks that fit Lynch’s investment approach. Our screen ranks stocks on their PEG ratio (50%), financial strength (16.7%), margin profile (16.7%), and their P/Es relative to their respective industry groups (16.7%).
Alex Roepers Screener
Alexander Roepers’ Atlantic Investment Management has posted stellar results since its inception in 1988. Roepers seeks financially strong and predictable companies trading at less than 8x EBIT and/or 10%+ free-cash-flow-yield. Our screener ranks stocks on their FCF yield (25%), EV/EBITDA (25%), Moat (25%) and Financial Strength (25%). Note that Roepers tends to stick to high-moat businesses in the Industrials and Consumer sectors. Our screen applies his approach to all sectors.
Joel Greenblatt Screener
In 2005, Greeblatt published the The Little Book that Beats the Market, a best-selling book that introduced Greenblatt’s “Magic Formula” methodology. It’s a very simple valuestrategy that ranks stocks on just two inputs: return on capital and earnings yield. Our Joel Greenblatt screener ranks stocks on their Return on Invested Capital and EBITDA yield. Note that due to data limitations we use EBITDA vs EBIT as suggested in Greenblatt’s book-–but most studies have found the two to produce nearly identical results.