Feroldi Quality Score & Anti-Fragile Checklist

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Stock Price Market Cap Anti-Fragile Reccurring
Ticker Quality
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Beat $SPY % Off
Net Income Free Cash Last 1,000 Days
Profitable? Flow Positive?
Over Last 52-Week Price Graph
Fill In Fill In 5 Fill
Years?
In High
#N/A #N/A
Fill In Fill In Fill In #N/A #N/A
Maximum
Score
Date
Final Score
Financials
Financial Resilance: (Fragile / Average / Fortress) (0 - 5)
Gross Margin: (<50%, 50% to 80%, >80%) (0 - 3)
Returns On Capital: (Low, Average, High, +1 If Rising) (0 - 3)
FCF: (Negative / Positive / Positive And Growing) (0 - 3)
EPS: (Negative / Positive / Positive And Growing) (0 - 3)
Moat
Network Effect, Product Ecosystem (None / Weak / Strong) (0 - 15)
Switching Costs (None / Weak / Strong) (0 - 15)
Durable Cost Advantage (Scale / Distribution / Physical Location / Verticle Integration) (0 - 15)
Intangibles: (Premium Brand, Patent, Trade Secret, License) (0 - 15)
Counter Position (Competitors would be harmed to adopt business model) (0 - 10)
Moat Direction: (Narrowing / Stable / Widening) (0 - 5)
Potential
Optionality: (None / Within Industry / New Industry) (0 - 7)
Organic Growth Runway: (G.D.P. / 2x or 3x G.D.P. / 15%+) (0 - 4)
Top dog And First Mover In Important, Emerging Industry And/Or Industry Disruptor:(0 - 3)
Operating Leverage Ahead? (Negative / None / Modest / Tons) (0 - 4)
Customers
Acquisition: (Sales & Marketing % of Gross Profit: 50% / < 10%) (Expensive / Normal / Word Of Mouth) (0 - 5)
Dependence: (Highly Cyclical / Moderate / Recession Proof) (0 - 5)
Company-specific factors
Recurring Revenue: (None / Some / Tons) (0 - 5)
Pricing Power: (None / Some / Tons) (0 - 5)
Management & Culture
Soul in the game: (Founder/Family Run/Long Tenured CEO) (0 - 4)
Inside Ownership: (None / Modest / Very High) (0 - 3)
Glassdoor Ratings: (Overall Score, CEO approval, Recommend To Friend) (0 - 4)
Mission Statement? (Simple, Inspirational, Optionalable) (0 - 3)
Stock
5-Year Performance Vs. S&P 500 Or Since IPO (+50%/+100%+ Gain) (0 - 4)
Shareholder Friendly Actions: (Buybacks, Rising Dividend, Debt Repayment) (0 - 3)
Consistently Beats Expectations? (+1 big beat, +0.5 beat, -1 miss) (0 - 4)
Pre Gauntlet Score

The Gauntlet
Accounting Irregularaties? (-10)
Customer Concentration: (>20% or Revenue or AR / One/Few >10%, None) (-5 , -3, 0)
Industry Disruption: (Active / Possible / None) (-5, -3, 0)
Outside Forces: (Commodity Prices, Interest Rates, Stock Price, Strong Economy) (-5, -3, 0)
Big Market Loser: (>50% Loss To S&P 500 Over Past 5 Years Or Since IPO) (-5, -3, 0)
Binary Event: (Losing Patent Protection, Legal Ruling) (-5, 0)
Extreme Dilution: (>5%+ Annual Share Count Growth, 3% To 5%, <3%) (-4, -2, 0)
Growth By Acquisition: (Exclusively, Partially, None) (-4, -2, 0)
Complicated Financials (-3, 0)
Antitrust Concerns: (-3, 0)
Headquarters: (High Risk Country / Medium Risk Country /Low Risk Country) (-3, -2, 0)
Currency Risk: (>75% Foreign, >50% Foreign, <50% Foreign)(-2, -1, 0)
Gauntlet Score
Final score
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Maximum Minimum
Score Score
Ticker Here Ticker Here Ticker Here
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Enter Stock Enter Stock Enter Stock Enter Stock
Ticker Here Ticker Here Ticker Here Ticker Here
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Enter Stock
Ticker Here
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Date
Anti-Fragile Score
1. Barbell method Min Max
Mission Statement: Simple, inspirational, optionable (-1 to +2) -1 2
Moat: Network effect, Switching Costs, Low-Cost, Intangibles (0 to +2 points for e 0 8
Optionality: (+1, +2, +3) 0 3
2. Financial fortitude
Cash, Debt, Free Cash Flow (-1, 0, 1) -1 1
Concentration: (0 to -3) -3 0
3. Skin in the game

Glassdoor: (+1 for 4.0 or higher, 0 if 3.5 to 4, -1 if below 3.5) -1 1
Founder: (+1 if involved) 0 1
Ownership: (-1 if less than 4%, 0 if 4% to 8%, +1 if more than 8%) -1 1
Total: (ignore below 7, 7 - 12 investable, 12+ is fantastic) -7 17
Details:
https://boards.fool.com/antifragile-framework-review-34462599.aspx?sort=whole#34462599
Enter Stock Enter Stock Enter Stock Enter Stock Enter Stock
Ticker Here Ticker Here Ticker Here Ticker Here Ticker Here
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0 0 0 0 0
0 0 0 0 0
Brian Feroldi's
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macrotrends.net/
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https://www.bloomberg.com/podcasts/masters_in_business
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https://www.theinvestorspodcast.com/millennial-investing/
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https://podcasts.apple.com/us/podcast/value-hive-podcast/id1492171651
https://www.theinvestorspodcast.com/we-study-billionaires/
pt=uo%3D4&mt=2
How to Make Money In Stocks
Securities Analysis
The Money Masters
Expected Returns
The 5 Keys to Value Investing
Value Investing: A Balanced Approach
The Road to Serfdom
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Security Analysis
The Aggressive Conservative Investor
Emotional Intelligence
Influence
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Random Walk Down Wall Street
4 Pillars of Investment Success
Start With Why
Reasons Why Brian Feroldi Will
1. Original Thesis busted
I misjudged the moat
Outside forces matter more than I thought
Management is struggling to execute
A major legal ruling goes against the company
The brand deteriotes
The business is de-worsifying
The company is being disrupted
2. Accounting Irregulariates
If I can't trust the numbers or management, sell
3. Mega aquisition I don't like
Big acquisitions
Relativeusually
size ofdestroy
two companies
value andisdistract
important.
management
$100 billion company acquiring a $3 billion business is irrelivant
4. Thesis complete withano
$3 billion acquires compelling
$2 billion second act
is a big deal
Company successfully achieves the mission
Organic revenue growth falls to below 5%
Profit growth falls below 10%
Too big to succeed
Other opportunties I like more elsewhere
y Brian Feroldi Will Sell A Stock
5. Culture Deterioration
Glassdoor ratings plunge
Mass management exodus
Leadership transition isn't working out
6. Extreme valuation compared to opportunity
Very high valuation and very high market cap compared to how big I think it can get
7. Too Large of a position for me
15% for amazing, low-risk business
10% for amazing, high-risk business
8. Lost interest
No longer want to follow the company
9. Company Gets Acquired
If a company gets bought out and it has a high likelyhood of going through, I sell.
10. I need the money for my personal life
Major purchase on the horizon and I want to use stock gains
11. Tax-loss harvesting
I'll sell a loser that I've lost confindence in to lower my tax bill
k it can get
ugh, I sell.
Big Investor
Altarock Partners
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https://whalewisdom.com/filer/appaloosa-management-lp#tabsummary_tab_link
https://whalewisdom.com/filer/akre-capital-management-llc
https://whalewisdom.com/filer/berkshire-hathaway-inc
https://whalewisdom.com/filer/broad-run-investment-management-llc#tabsummary_tab_link
https://whalewisdom.com/filer/dorsey-asset-management-llc#tabsummary_tab_link
https://whalewisdom.com/filer/duquesne-family-office-llc#tabsummary_tab_link
https://whalewisdom.com/filer/ensemble-capital-management-llc
https://whalewisdom.com/filer/fundsmith-llp#tabsummary_tab_link
https://whalewisdom.com/filer/motley-fool-asset-management-llc#tabsummary_tab_link
https://whalewisdom.com/filer/polen-capital-management-llc#tabsummary_tab_link
https://whalewisdom.com/filer/third-point-llc#tabsummary_tab_link

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Feroldi Quality Score &amp; Anti-Fragile Checklist

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How To Use Brian's

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3. Skin in the game

Total: (ignore below 7, 7 - 12 investable, 12+ is fantastic) -7 17

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Feroldi Quality Score & Anti-Fragile Checklist

Feroldi Quality Score & Anti-Fragile Checklist