20 July 2026 Screener
No actionable candidates (7/10+ with sufficient repetition). Zero ideas is the honest output today, per the framework’s design.
Three names hit 7/10 on conviction but are first appearances — not yet actionable per the escalation rule:
ADSK (Autodesk) — strongest of the three. Genuine valuation dislocation (EV/Sales -26% vs. 5yr avg) plus a real multi-insider open-market buying cluster: CEO, CFO, and two directors all bought stock in the $189–231 range in May–June. Highest priority to re-check next run.
MSFT — genuine dislocation and durable FCF, but an active, unresolved securities-fraud suit over Copilot-adoption disclosures is a real overhang.
VEEV — cleanest balance sheet of the batch (debt-free, net cash), real Vault CRM catalyst, tempered by life-sciences CRM saturation risk.
Other new Watchlist names (below 7/10, first appearance): MRVL 6/10, HII 6/10, ERIE 6/10, WDC 5/10.
Rejected this run, closing out backlog items: AMT (3/10 — secular rate-driven de-rating, not a real discount), SNDK (2/10 — momentum stock giving back a parabolic run, not a value dislocation), NBIS (2/10 — explicit disqualifier: negative, debt-funded FCF, reinforced by a director’s full 500K-share exit), LEN (3/10 — FCF collapse, no durable moat).
Notable resolutions: PayPal’s board formally rejected the Stripe/Advent buyout offer today (still out of framework scope as an M&A situation). Two prior data-integrity flags (ACN, CIEN) were confirmed as real price action, not bad data — both queued for full diligence next run, along with Disney (the only name to clear this run’s mandatory 5-year valuation check).
This was a hybrid run — a large backlog (11 names) got full first-time diligence, everything else got fresh-evidence-only checks. Political/policy overlay ran on all 13 touched tickers. Full detail is in the persistence log.
This is research and screening output, not financial advice — please do your own diligence before acting on anything here.