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Live theses
4
Intact
0
Broken
0

4 theses livescreener last ran Sep 18, 2026

REPORT 01Members

A strong business, available at a sensible price

A workplace-benefits payment network earning steady float income, priced as if regulators will keep tightening forever.

Margin of safety
~42%
Operating margin
~37%
Free cash flow margin
~27%
Published Sep 18

Free in beta

Company identity and the full report unlock after purchase.

REPORT 02Members

A strong business, available at a sensible price

A consumer brands company pairing two beloved footwear labels with an outsourced, cash-rich operating model the price treats as a fad.

Margin of safety
~25%
Gross margin
~56%
Balance sheet
Net cash
Published Sep 17

Free in beta

Company identity and the full report unlock after purchase.

REPORT 03Members

A strong business, available at a sensible price

A fintech company turning everyday transactions into steady cash flow, priced as if its current margin squeeze never eases.

Margin of safety
~23%
Free cash flow margin
~19%
Balance sheet
Net cash
Published Sep 17

Free in beta

Company identity and the full report unlock after purchase.

REPORT 04Members

A strong business, available at a sensible price

An energy group pairing legacy fuel cash flows with a growing low-carbon power arm, priced as a declining producer alone.

Margin of safety
~35%
Operating margin
~15%
Balance sheet
Low gearing
Published Sep 17

Free in beta

Company identity and the full report unlock after purchase.