Bilan ouvert
Bilan en direct
Deux bilans sur une page. Section 1 : nos 7 filtres déterministes (Buffett-Fit, Graham, Lynch, Greenblatt, Munger, Fisher, T. Smith) - basés sur des règles, reproductibles depuis le code open source, appliqués à toute action opérationnelle de l'univers de couverture (~2 800-3 300 actions après filtres de taille et de type ; chiffres en direct ci-dessous). Section 2 : nos verdicts Buffett Brain générés par IA - cohorte plus petite, s'enrichit avec le temps. Tous deux publient les chiffres, y compris les ratés.
Rule-based scorecard
7 deterministic frameworks, applied to every stock.
Buffett-Fit, Graham, Lynch, Greenblatt, Munger, Fisher, and T. Smith - every grade reproducible from open-source rule cascades. No LLM calls in this section. The headline number below comes straight from this engine.
Rule-based · 5-year backtest
Over a rolling 5-year window, stocks that all 7 frameworks rate at B+ or better returned
That is an outperformance of
over the S&P 500, as of 2026-05-24.
Headline cohort: 47 stocks - only 1.5% of the 3,085-stock universe clear the all 7-frameworks bar (every framework scores the company B+ or better). 85% of them were positive over 5 years. Per-stock returns capped at +400%/-100% so single moonshots don't dominate cohort medians - full methodology at the bottom of the page. Fixed snapshot as of 2026-05-24.
Backed by 7 deterministic frameworks
How we got this number
The cross-framework consensus that produces the best-of-7 cohort is documented in a peer-reviewable working paper with a permanent DOI: Cross-Framework Consensus Scoring System for US-Listed Equities (DOI 10.5281/zenodo.20393518, SSRN 6831462). See /papers/ for the full methodology, citation-ready abstract, and both PDF + JSON-LD downloads.
Live model portfolio · forward tracking
30 stocks we picked on May 19, 2026
A locked-in basket of 30 stocks our rule-based scoring engine flagged as quality compounders on day one. Equal-weight. Same composition until the next rebalance. Updated daily.
The 30 picks
AI scorecard
Per-ticker Buffett Brain verdicts, growing weekly.
Each verdict is generated by an LLM (Anthropic / OpenAI). Real money per run, so we cache aggressively and only score the universe we can afford to keep fresh. The cohort grows every week.
Verdicts suivis
536
Suivi depuis le
1 juin 2026
Écart A vs D
+7.5%
Rendement moyen des verdicts A+/A moins celui des D. Sur quelques semaines de données, c'est surtout du bruit, pas un signal - une stratégie value se juge sur des années. Affiché par transparence, pas comme preuve d'un avantage.
Données récentes
504 verdicts notés au total, le plus ancien 45 jours. Verdicts de moins de 7 jours exclus. Les moyennes de cohorte se stabilisent sur des mois, pas des semaines - lis ces chiffres comme un signal directionnel, pas comme un avantage prouvé.
The Weekly Letter
One stock, one verdict, every Saturday.
The same logic that scores the verdicts on this page, applied to a fresh ticker each week. Pulled from current data. One-click unsubscribe.