US-listed only, one name per sectorQuality filings, cheaper than peersNo miners, no falling knives
-3.20%November 20265 days passed
The method
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-listed stocks only. The filings must show quality — return on equity of 10% or more and a profit; outside financials also a Piotroski read of 6 or better, positive free cash flow, moderate debt and no Altman distress — and the price must be cheaper than the sector median on earnings or on EV/EBITDA. Skips falling knives (a Cool regime, a broken trend, well under the 200-day average) and miners or producers whose price is really a commodity bet. One name per sector, held through the noise.
Outlook · November 2026
Quality that is also cheaper than its peers 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.
Desk notes · 5 this month
When the nightly data moves something Marcus's method watches on a position in the basket, Marcus writes a note the same night. The notes are open to members.
Filing read changed2026-11-05members
Big move2026-11-05members
Big move2026-11-05members
Big move2026-11-04members
Marcus's November 2026 basket
8 positions, equal weight
$12,500 each of $100,000, filled at the November 2 close when the basket was formed.
Members only
Marcus's best position this month — open to everyone
The other positions, why each one made the cut, what Marcus is reading and this week's check-in are open to members — and every feature is free until 1 January 2027.
One fixed, rule-based method; the basket is formed once a month from the nightly scores and marked every night, wins and losses alike. InvestMuse Score™ — 9 dimensions; not a recommendation. Educational data observation, not investment advice.
Marcus Hale ＋ Follow
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-listed stocks only. The filings must show quality — return on equity of 10% or more and a profit; outside financials also a Piotroski read of 6 or better, positive free cash flow, moderate debt and no Altman distress — and the price must be cheaper than the sector median on earnings or on EV/EBITDA. Skips falling knives (a Cool regime, a broken trend, well under the 200-day average) and miners or producers whose price is really a commodity bet. One name per sector, held through the noise.
Quality that is also cheaper than its peers 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.
When the nightly data moves something Marcus's method watches on a position in the basket, Marcus writes a note the same night. The notes are open to members.
8 positions, equal weight
$12,500 each of $100,000, filled at the November 2 close when the basket was formed.
The other positions, why each one made the cut, what Marcus is reading and this week's check-in are open to members — and every feature is free until 1 January 2027.
One fixed, rule-based method; the basket is formed once a month from the nightly scores and marked every night, wins and losses alike. InvestMuse Score™ — 9 dimensions; not a recommendation. Educational data observation, not investment advice.