Given the data and computation resources available to investors today, surprisingly little progress has been made in the strategies used in investment screening. Even the majority of academic research on fundamental analysis uses simplististic one- or two-factor models such as "growth stocks" (high P/E) or "value stocks" (low Price/Book).
My experience with successful screens is different. I have found that the most successful screens target specific types of companies, or companies undergoing specific changes in their status, and feed rich sets of ideas to the investor within their "circle of competence." The overlooked, obscure company that is in your own circle of competence, highly undervalued, is unlikely to be found through the usual hunt-and-peck methods.
NapaliResearch.com is dedicated to providing insights, data, ideas, and much more to improve screen-based investment screening methods. This allows investors to spend their time on their most productive investment work, not wrestling with simplistic screening tools, relegated to the popular names everyone else is looking at, or spending countless hours with complex spreadsheets analyzing hundreds or thousands of companies to find one gem.
Over time, Napali Research will also offer a wide range of standardized screens that:
In addition to standard screens, Napali Research can develop proprietary and confidential custom screens through close work with clients. For investors with the inclination to apply their own complex proprietary analysis methods to a large universe of companies, this can be a highly rewarding strategy.
Explore NapaliResearch.com. Start at the Screens page for an introduction to the screening ideas and strategies investigated.