Insights

First edition of our Buffett Quality Screen: 2,752 companies scored on six lenses distilled from Buffett's letters, 1,790 clearing the gate, median score 60/100. The scarce goods are business stability and pricing power (under 8% earn full marks on either), while a ten-year profit streak turns out to be common. Crossed with our Growth Board, the two disciplines overlap barely — and exactly 16 companies worldwide clear both bars, with Microsoft on top at 91/67.

We split the cheap end of our research library — the 213 of 1,013 fully scored companies trading in the lower third of our fair-value bands — using the two pricing-perception questions every scorecard answers. Twenty-six names carry a documented grievance (average Growth Score 48.1, six buy-tier ratings); sixteen are cheap for stated reasons (average 35.2, zero buy-tier), and the two smallest of those have already roughly halved since scoring. We publish both baskets and put 70% on the grievance basket beating the reason basket by August 2027.

We converted the cross-references inside 1,068 research reports into a directed network: 680 reports naming 1,623 distinct companies 4,010 times across 183 industries. Four gravity centers — NVIDIA (56 mentions), Microsoft, Alphabet and Amazon — anchor roughly 30 industries each, and the highest-scoring growth stories lean on Microsoft even more than on NVIDIA. Exactly four companies are named four or more times without a report of their own — Nexans, NKT, Dentsply Sirona and Hensoldt — and that gap list now goes straight into our production queue.

First edition of our quarterly Growth Score Index, built from 897 fully scored companies in the Zen Horizon research library. The median score is 43/100 and exactly one company clears 65, because the test is a credible ten-year 5x path, and durable quality turns out to be far more common than durable hypergrowth. Twelve names combine a top-decile score with a price below our fair-value band.