We've already done the work of identifying and researching the world's highest-quality public companies, so you can focus on making better investment decisions. A platform where investors can understand a great business in minutes rather than spending hours assembling information from multiple sources.
A single research framework, applied to every company in the universe. The framework is the product, not the prose. Structured data and consistent depth make comparison across companies possible.
The platform covers ~80 companies that pass a strict quality screen: durable returns on capital, growing free cash flow per share, conservative balance sheets, capital allocators worth following. The other 4,920 listed companies are excluded on purpose. The screen is published and applied to every candidate.
Five pillars, 20 points each: moat, management, business risk, key ratios, valuation. Valuation is always part of the score, so a great business at a stretched price cannot reach the top band.
One number per company, derived from a published methodology. Marked to market every quarter. Every revision is preserved on the page so the history of estimates is auditable. The methodology is the standard, not any individual's hunch.
Every earnings release triggers a report update. Live price via Yahoo. Multiples never go stale. Members get an email when a report on their watchlist is refreshed. The maintained archive is the asset.
The full list of companies in coverage, scored 0–100 across moat, management, business risk, key ratios, and valuation. Bar to enter: 10-year FCF/share CAGR above 8%, ROIC above 15%, capital allocator worth backing.
A preview card for Evolution AB. The full version is free to read end to end. No signup required.
Live-casino infrastructure monopoly. ~70% market share in B2B live dealer, ~70% EBITDA margin, ROIC ~30%.
Three sample reports and the full universe list are free. The full research database is for members. No community add-ons, no signals service, no premium tier behind the premium tier. The research is the product.
No. It is independent research, published in the open. Intrinsic value estimates are derived from a published methodology, not buy or sell signals. Members make their own decisions.
A model with no memory, no obligation to update, and no audit trail is not a research source. PoorCharlie's value is the maintained database: every report has a revision history, every intrinsic value estimate is mark-to-market, every quarterly cycle adds another data point to the archive.
The report is updated and the change is logged. Every report carries a revision history. Estimates that aged badly stay on the page as part of the record. The platform's credibility comes from showing its work, not from claiming to be right.
A single, consistent research framework applied to a curated 80-name universe. Not 10,000 contributors of varying quality. Not an institutional star rating that changes meaning by year. The framework is published; the application is uniform; the archive is searchable.
14 published today, with the next batch landing through 2026. Target steady state around 80 names — beyond that the quarterly cadence loses depth. The universe is bounded on purpose.
Self-directed investors running a concentrated long-term book. Quality compounders, 5-10 year horizons, capable of reading a 10-K. Not for day traders, options sellers, or anyone wanting price targets.
Today, largely yes. The platform is designed to scale beyond that. The framework, the report format, the screen, the methodology, and the update cadence are all standardized so additional analysts can be brought in without changing the product.