Modern Formula Investing dashboard preview

Systematic value research

Modern Formula Investing

A disciplined research service built around Greenblatt-style value ranking, modern trend filters, business-quality triage, and clear holding-period rules.

Positioning

Not another stock-picker newsletter.

Modern Formula is designed as a portfolio management system. The stocks are the output, but the product is the repeatable process: screen, qualify, rank, size, monitor, and exit with discipline.

What members get

A weekly research engine with rules.

01

Current Modern Formula List

A curated universe of candidates passing the core value screen, with free access designed to reveal the list while protecting the higher-value ranking layer.

02

MF Score And Category

Subscriber research adds score, category, quality notes, trend status, and portfolio priority so the list becomes a decision framework.

03

Buy And Sell Discipline

Holding-period rules, model portfolio weights, and planned exits help reduce random buying, early selling, and emotional overrides.

Sample member view

The ranking is the recipe.

The public tier can build trust by showing the type of companies entering the system. Paid members get the stronger layer: ranking, category, business-quality notes, buy priority, archive access, and model portfolio context.

Rank Name MF Score Category Trend
01 MF-01 91 Compounder Qualified
02 MF-02 87 Core Candidate Qualified
03 Subscriber Only Locked Locked Preview
04 Subscriber Only Locked Locked Preview

Launch shape

Start lean. Prove demand. Build the platform later.

Free Watchlist

$0

  • Weekly email preview
  • Current qualifying list
  • Educational essays
  • Affiliate reading resources

Research Membership

Future

  • Deep-dive writeups
  • Monthly research briefings
  • Historical ranking archives
  • Portfolio review tools

Next step

Start building the public record.

Open The Archive