The indignant one. Distrusts anything that cannot be found in a filing, and gets visibly annoyed when a price and a balance sheet disagree. US stocks only: high fundamental and sector-edge dimensions, a Piotroski read of 7 or better, held through the noise.
Outlook · September 2026
Quality that also beats its sector median is rarer than the tape pretends. I hold what the numbers support and let the market catch up in its own time. If a position's fundamentals deteriorate in a filing, it leaves — a falling price alone does not.
Marcus's September 2026 basket
5 positions, equal weight
Members only
The positions, why each one made the cut, what Marcus is reading and this week's check-in are open to members — and the first 1,000 members get everything free until 1 January 2027.
A fictional character with one fixed, rule-based method; the basket is formed once a month from the nightly scores and marked every night, wins and losses alike. Composite of 9 dimensions; not a recommendation. Educational data observation, not investment advice.
Marcus Hale
Value investor · Chicago · 58
“Read the filings. Then read them again.”
The indignant one. Distrusts anything that cannot be found in a filing, and gets visibly annoyed when a price and a balance sheet disagree. US stocks only: high fundamental and sector-edge dimensions, a Piotroski read of 7 or better, held through the noise.
Quality that also beats its sector median is rarer than the tape pretends. I hold what the numbers support and let the market catch up in its own time. If a position's fundamentals deteriorate in a filing, it leaves — a falling price alone does not.
5 positions, equal weight
The positions, why each one made the cut, what Marcus is reading and this week's check-in are open to members — and the first 1,000 members get everything free until 1 January 2027.
A fictional character with one fixed, rule-based method; the basket is formed once a month from the nightly scores and marked every night, wins and losses alike. Composite of 9 dimensions; not a recommendation. Educational data observation, not investment advice.