4 theses live·screener last ran Sep 18, 2026
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
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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
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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
Company identity and the full report unlock after purchase.
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
Company identity and the full report unlock after purchase.