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Investment Strategies / Mechanical Investing
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Author: lizgdal ✶🐝  😊 😞
Number: of 4356 
Subject: Re: cash-roe screen Mungofitch
Date: 08/19/2025 12:53 PM
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Is this the screen you are referencing?

Author: mungofitch
Subject: A SPY alternative screen
Date: 5/24/2020
"The screen:
Start from the Value Line 1700--this is old skool!

Of those with a reported ROE, take the top 30%--around 475 companies on average.
For each one, calculate their cash balance in excess of long term debt.
Buy equal dollar mounts of the 40 stocks with the largest net cash balances.
That`s it.

Note: this uses largest cash balances in absolute terms, not largest cash balances as fraction of market cap...that`s why it`s a large cap screen."
https://yorickm.com/Message.php?pid=34516863
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