Strategy
Pabrai concentrated-value proxy
Concentrated bets on businesses with deep moats trading at large margin of safety. 'Heads I win, tails I don't lose much.'
“I started thinking of investing as 'putting an extreme amount of money on a few stocks, but only when the odds are heavily in my favor.'”
These strategies are RULE-BASED PROXIES named after well-known investors as a recognizable shorthand for each philosophy. They are NOT those investors' actual portfolios, holdings, or recommendations. The names are used purely as labels for the underlying screening criteria, which are listed in full on every page. ActaClear has no affiliation with any of the named investors. Past performance does not guarantee future results. This is not investment advice — always do your own due diligence.
The exact criteria
- ✓10-year revenue CAGR ≥ 2% (durable, not declining)
- ✓5-year average ROE ≥ 12%
- ✓5-year average gross margin ≥ 30% (pricing power proxy)
- ✓Latest revenue ≥ $200M (mid-cap and above)
- ✓Latest debt/equity ≤ 1.5 (low leverage)
Sorted by revenue_growth (window: 10y, calc: cagr, direction: desc). Refreshed hourly from the SEC fundamentals in our database.
Companies passing today (2 shown, 2 total)
Primary screen returned 200 candidates; 2 pass the additional criteria.
How would this strategy have performed?
Equal-weight top 5 from this strategy, held untouched for the full lookback vs SPY. Read the caveats below.
- Survivorship bias: we only see companies that exist in our database today. Anything that was acquired, went bankrupt, or got delisted is invisible. This systematically OVERSTATES historical returns for any rule-based screen — losers are removed.
- Look-ahead bias (v1): picks are chosen with today's fundamentals, not the fundamentals that were public at the start of the lookback. A true point-in-time backtest is on the roadmap.
- Price freshness: end prices are the most-recent value in our database, which may lag the live market by weeks for less-popular tickers.
- Equal-weight, no rebalancing, no transaction costs, no taxes, no dividends reinvested. This is a free rule-based simulation, NOT a track record and NOT investment advice.
🛠 Customize this strategy and save it(sign in required to save)
Want to tweak these thresholds and save your own version? Sign in to enable saving.