This piece is an online edition of our weekly FREE Best Ideas Newsletter dispatched on 26.09.2023. Join us to get it in your inbox every Tuesday.

Struggling to pinpoint precisely the kind of businesses you wish to acquire?

If not, don't fret – we can assist.

Exploring for a Particular Company Type

Picture this demand from one of our subscribers:

They were in pursuit of enterprises mainly under the ownership of their creators or insiders. They aimed at self-funded firms with minimal external financing or debts.

Their current approach heavily relied on recommendations from acquaintances and brokers, and they were keen to find a more organized method for identifying potential research candidates.

As you may have realized, these criteria are not easily screened using rigid financial ratios like debt-to-equity for instance.

Nevertheless, there are several resourceful approaches to identify companies that align with the requirements.

Here's our suggestion:

We proposed that the client concoct a customized screen based on their criteria using the following metrics:

MV Size Ratio: This enables you to explore businesses of any market value. Learn more

External Finance Ratio: Perfect for discovering companies flourishing without external funding. Learn more

1-Year Sales Growth (or 5-Year Sales Growth): Employ this to identify rapidly growing companies. Learn more

Buyback % Ratio: To detect firms not consistently issuing stocks for growth. You can even set it to 0% or negative for those repurchasing shares. Learn more

Liquidity Qi Indicator: This aids in finding companies with a steadfast base of substantial shareholders, such as founders or family holdings. Learn more

Commence here and refine

You might need to tweak the parameters to suit your specific requirements. Feel free to experiment until you discover your ideal match.

The charm of this approach lies in its inventiveness. There are countless imaginative ways to leverage the 110 ratios and indicators available in our Screener to precisely identify the companies you're seeking.

All the metrics are here

Remember that our glossary page offers exhaustive details on all these metrics and indicators, along with suggestions on utilizing them effectively in the Screener.

Need help or have queries? We're only an email away. Click on the “Need Help” button on all pages of our website and provide us with a brief description of the kind of company you're seeking. We strive to respond to all emails within a few hours.

Let's enhance your company exploration with greater intelligence and efficiency.

Quant Value newsletter update

Despite recent turbulence in North American portfolio which is still up an average of 14.2% chiefly due to Celestica's surge of 106.7%.

Europe is also facing challenges but all concepts are up an average of 7.5%

Asia, particularly Japan is simply unstoppable with 24 existing concepts up an average of 27.4%

The 10 concepts remaining in the 2022 crash portfolio continue to perform admirably and are up an average of 30.4%

If these returns pique your interest, you can find additional details here: Your Treasure Map to Europe, Asia, and North America's Hidden Gems!

Shareholder Yield Letter update

Since May when we initiated, 20 concepts have already distributed an average dividend of 0.8% and I am sitting on an average return of 3.9% after the downturn in the markets last week.

If these are the type of companies you aspire to invest in, you can find more details here: Invest smart, win bigger with our market-beating large-cap strategy!

Your aiding you in uncovering better investment prospects analyst

PS To discover exceptional companies that perfectly match your investment strategy, click here now.

PPS Forgetting is easy, so why not sign up now before you lose focus?

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Quant value newsletter 13-year performance to June 2023