Valuation filters · tier / P/E / P/B / dividend
Breadth covers the selected universe before other filters. Size gate: price ≥ ฿1 and market cap ≥ ฿5bn; not a turnover test.
MoS ≥ 30% marks the Graham buy-zone; reported EPS × BVPS can change. A discount is a research lead, not a price floor.
RESEARCH JOURNAL · บันทึกการวิเคราะห์ · 研究日志
No verdicts yet. Use the Lens above; this page will come back with what happened.
Look up a name in the Lens. Each look is logged. Nights later the close writes the outcome.
GOOD = margin of safety + steady decade + honest books — scores ≥60 pass.
Graham never asked you to predict. He asked you to demand evidence, then wait.
A shortlist by fixed rules · re-ranked as filings change · not a recommendation.
How to read it: right = the crowd is trading this name harder than its own normal right now; up = stronger fundamentals (composite 0–100). The green corner — good business, crowd elsewhere — is where Graham told you to shop. Tap any dot.
The bargains are where the crowd is not looking — Graham called them the unpopular large companies.
A quadrant is a place to start reading, not a reason to act.
In this 296-day window, the Graham cohort trails the index by 5.9%. A quarter is weather, not climate — here is the examination.
A system you cannot examine is a belief. This one shows its work.
Long-run evidence for the discipline — including its droughts.
Starting 2026-06-17, this desk records its own cohort snapshot after each close. No backfilling, no deletions. The receipts accumulate here.
Trust is not asked for. It is accrued daily.