Software Stack
What would I buy?
A short list, a clear reason, and the risk that matters.
Prices and financial statements: FMP. Issuer filings provide checks; Yahoo remains secondary reconciliation and historical context in advanced analysis.
Assistant research opinions for a 3–5 year horizon. Quotes update; recommendations do not update automatically.
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Buy
Build gradually. These are opinions, not orders to trade.
Hold / Wait
Keep watching; no new buying recommended in this review.
Sell / Avoid
Sell or reduce if already held; otherwise avoid. No short trades.
Needs a fresh review
These previous opinions are no longer active. Review the evidence before relying on them.
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No research recommendation yet. Not reviewed does not mean Hold, Buy or Sell.
How to read these recommendations
These are dated assistant judgments based on business quality, valuation, value-chain position and risks, not outputs of the automated screen. Confidence is moderate unless a card says otherwise; returns are not guaranteed.
Prices come from FMP and may be delayed; quotes are cached for five minutes. There is no Yahoo price fallback. Missing or invalid prices remain unavailable. A new price does not revalue a thesis. Material price moves or company news can invalidate an opinion before its next review date.
Opinions move to “Needs a fresh review” at the stated review date, or at most seven days after review. This is an editorial safeguard, not a forecast or an automatic research refresh. There is no live news monitoring on this page.
Sell/reduce does not account for your tax lots, portfolio concentration or cash needs. No trades are placed. Notes you enter on the advanced page stay separate from these opinions.
Value-chain map · Financials and sources · Automated screen and assumptions