TL;DR: this rubric helps us characterize #stocks in our universes for each of our investment strategies. I hope you find it useful.

We use a fundamental factor scoring system (worst: 0 to best: 5) to suggest the #quality of the company. Then we project worst case & best case 5 year price targets to estimate the upside potential.

High quality companies (4s & 5s) with attractive upside to our worst case scenario never automatically qualify for #investment, but they do get flagged for deeper #fundamentalanalysis. Good #companies with currently unattractive stock price upsides are considered for our "Bullpen." We are neither deep value investors, nor do we short stocks.