Idea Thesaurus #33

Event-Driven Stock Screens Aggregator

Hello. On Thursday, I’ll be releasing my next write-up. It’s about a cash cow business with a renewed capital allocation strategy. Despite being only mildly affected by geopolitical events and temporarily impacted by macroeconomic headwinds, it’s priced for disaster, trading at less than 2x cash. Stay tuned!

Thanks for reading, and I hope you find this valuable.

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Until next time,
The Tiger’s Prey

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WEEKLY IDEA THESAURUS ISSUES

Published every Sunday at 13:00 ET.

“Choosing individual stocks without any idea of what you're looking for is like running through a dynamite factory with a burning match. You may live, but you're still an idiot.”

Joel Greenblatt, September 7, 2010, The Little Book That Still Beats the Market

Idea Thesaurus is an idea generator that aggregates 20+ high signal-to-noise ratio idea screens of U.S.-listed stocks. It serves as the initial step in a robust and repeatable fundamental investment process. While occasional opportunities may arise from various idea sourcing activities, such as reading the business press, scrolling through Fintwit, or scanning new 52wk lows, each Idea Thesaurus issue focuses on systematically and consistently monitoring the most actionable event-driven stock screens.