Learn

A beginner should understand the numbers. A skeptic should see the evidence.

The Why engine

Every important conclusion should survive: why, why now, compared with what, supporting evidence, contradicting evidence, what changed, what could change, what would invalidate, how confident, when was the data updated.

Vector, not a score

Quality, growth, value, momentum, financial strength, earnings quality, governance, ownership, catalyst and risk are separate. Weights belong to you.

Horizons

Satellite 5–20 trading days and Core 1–3 years are different targets. Do not use a satellite view as a core compounding thesis.

Challenge this

If an answer cannot be attacked, it is not decision-grade. Use the contrarian pass before you act anywhere else.