WE SHOW OUR WORK.
WE SHOW OUR WORK.
Glass-box stock analysis. Every assumption visible.
Glass-box stock analysis. Every assumption visible.
Time-tested value investing models: safety screens, quality checks, valuation frameworks, with the reasoning you can audit. You're not just getting a verdict. You're learning to see what rigorous investors see.
Time-tested value investing models: safety screens, quality checks, valuation frameworks, with the reasoning you can audit. You're not just getting a verdict. You're learning to see what rigorous investors see.
• Time-tested frameworks, safety, quality, valuation - the analysis you'd run yourself.
• Disagree with our verdict? You'll know exactly which input to challenge.
• 10 minutes. One structured read. Week starts with one decision already made.
• Time-tested frameworks, safety, quality, valuation - the analysis you'd run yourself.
• Disagree with our verdict? You'll know exactly which input to challenge.
• 10 minutes. One structured read. Week starts with one decision already made.
• Time-tested frameworks, safety, quality, valuation - the analysis you'd run yourself.
• Disagree with our verdict? You'll know exactly which input to challenge.
• 10 minutes. One structured read. Week starts with one decision already made.
No black boxes. Every number calculated, every assumption visible.
No black boxes. Every number calculated, every assumption visible.
You don't need another black-box rating. You need a verdict you can trust: because you can see exactly how we got there.
You don't need another black-box rating. You need a verdict you can trust: because you can see exactly how we got there.
A client or supplier mentions a ticker
A client or supplier mentions a ticker
You hear a stock tip
You hear a stock tip
You hear a stock tip
Sunday night, one stock on your mind
Sunday night, one stock on your mind
Time-tested models. Every assumption visible.
Time-tested models. Every assumption visible.
Value investing frameworks refined over decades, from Graham's margin of safety to Damodaran's DCF, from Piotroski's quality signals to Greenblatt's earnings yield. Tenets runs them all, shows every step.
Value investing frameworks refined over decades, from Graham's margin of safety to Damodaran's DCF, from Piotroski's quality signals to Greenblatt's earnings yield. Tenets runs them all, shows every step.
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Safety & Value screens
Safety & Value screens
We can't tell you which stocks will go up. But we can tell you which ones are already showing cracks. Tenets runs classical safety screens: net asset backing, earnings stability, manipulation flags. So you see the risks before you take them. The downside check you'd run yourself, if you had the tools.
We can't tell you which stocks will go up. But we can tell you which ones are already showing cracks. Tenets runs classical safety screens: net asset backing, earnings stability, manipulation flags. So you see the risks before you take them. The downside check you'd run yourself, if you had the tools.
Graham Number · NCAV · Defensive Investor criteria · Margin of Safety Piotroski F-Score · Altman Z-Score · Beneish M-Score "Every flag visible. Every threshold shown."
Graham Number · NCAV · Defensive Investor criteria · Margin of Safety Piotroski F-Score · Altman Z-Score · Beneish M-Score
"Every flag visible. Every threshold shown."
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Is it a great business?
Is it a great business?
A cheap stock isn't the same as a good investment. Tenets scores business strength, management discipline, and capital efficiency, not as a black-box rating, but as a structured breakdown you can challenge. You'll know if it's quality, or just on sale.
A cheap stock isn't the same as a good investment. Tenets scores business strength, management discipline, and capital efficiency.
Not as a black-box rating, but as a structured breakdown you can challenge. You'll know if it's quality, or just on sale.
A cheap stock isn't the same as a good investment. Tenets scores business strength, management discipline, and capital efficiency, not as a black-box rating, but as a structured breakdown you can challenge. You'll know if it's quality, or just on sale.
Buffett Four Tenets · Lynch Fair Value · Fisher Scuttlebutt signals ROIC analysis · Competitive advantage period "Every quality metric explained. Nothing hidden."
Buffett Four Tenets · Lynch Fair Value · Fisher Scuttlebutt signals ROIC analysis · Competitive advantage period
"Every quality metric explained. Nothing hidden."
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What is it actually worth?
What is it actually worth?
What is it actually worth?
Nobody knows what a stock will do tomorrow. But you can know what assumptions the current price implies, and whether they make sense. Bear, base, bull cases. Every input visible. If you disagree with our valuation, you'll see exactly where.
Nobody knows what a stock will do tomorrow. But you can know what assumptions the current price implies, and whether they make sense. Bear, base, bull cases. Every input visible.
If you disagree with our valuation, you'll see exactly where.
Nobody knows what a stock will do tomorrow. But you can know what assumptions the current price implies, and whether they make sense. Bear, base, bull cases. Every input visible. If you disagree with our valuation, you'll see exactly where.
DCF (bear/base/bull) · Reverse DCF · Relative valuation EPV · Magic Formula ranking · Owner earnings "Every input shown. Disagree with an assumption? You'll see it."
DCF (bear/base/bull) · Reverse DCF · Relative valuation EPV · Magic Formula ranking · Owner earnings
"Every input shown. Disagree with an assumption? You'll see it."
DCF (bear/base/bull) · Reverse DCF · Relative valuation EPV · Magic Formula ranking · Owner earnings "Every input shown. Disagree with an assumption? You'll see it."
Numbers alone don't make a decision. After running safety screens, quality metrics, and valuation models, Tenets adds a fourth lens: qualitative judgment. Management red flags. Competitive dynamics. The questions the spreadsheet can't answer. Then one clear verdict, Strong Buy to Strong Sell, with every layer visible. If you disagree with our conclusion, you'll know exactly which input to challenge.
Numbers alone don't make a decision. After running safety screens, quality metrics, and valuation models, Tenets adds a fourth lens: qualitative judgment. Management red flags. Competitive dynamics. The questions the spreadsheet can't answer. Then one clear verdict, Strong Buy to Strong Sell, with every layer visible. If you disagree with our conclusion, you'll know exactly which input to challenge.
Most stock analysis tools are black boxes. You get a number. Maybe a rating. Maybe a "fair value."
No idea how they got there.
Tenets is glass. You see every calculation, every assumption, every step of the reasoning. If you disagree with our inputs, you'll know exactly where.
That's not a feature. That's the product.
Here's how we compare:
Why not ChatGPT or Perplexity?
They're brilliant generalists. But ask them to run a Graham safety screen or a Damodaran DCF and you'll get a different methodology every time. That’s if the numbers aren't hallucinated entirely. No consistency, no transparency, no audit trail. Tenets hard-codes every calculation. The AI interprets. It never invents the numbers.
Why not TIKR or GuruFocus?
30 years of data across 50 tabs. Powerful, if you have 90 minutes and know exactly what to look for. But raw data isn't analysis. It tells you what happened, not what it means. Tenets turns the data into a Graham safety check, a Buffett quality score, and a Damodaran fair value, with a plain-English narrative.
Why not Finchat?
Great data accuracy. But it's still "smart Google for finance", retrieval-first, not methodology-first. No guided walkthrough, no consistent process. Tenets is the mentor who interprets the data, not just retrieves it.
Why not Simply Wall St / Morningstar ?
Beautiful interfaces. Easy to use. Morningstar's star ratings, Simply Wall St's snowflake scores: millions of investors rely on them. But how did they arrive at that rating? What discount rate? What growth assumption? You're trusting the black box. Tenets shows you everything. Same rigour, full transparency. If you disagree with our verdict, you'll see exactly which input to challenge.
Why not Damodaran's spreadsheets?
The gold standard - transparent, rigorous, free. But be honest: when did you last fill one out correctly, cross-check the inputs, and keep it updated? Tenets automates Damodaran's DCF logic and adds Graham's safety check and Buffett's quality scoring on top. Same rigour. Zero Excel. Three frameworks instead of one.
Why not ChatGPT or Perplexity?
They're brilliant generalists. But ask them to run a Graham safety screen or a Damodaran DCF and you'll get a different methodology every time. That’s if the numbers aren't hallucinated entirely. No consistency, no transparency, no audit trail. Tenets hard-codes every calculation. The AI interprets. It never invents the numbers.
Why not TIKR or GuruFocus?
30 years of data across 50 tabs. Powerful, if you have 90 minutes and know exactly what to look for. But raw data isn't analysis. It tells you what happened, not what it means. Tenets turns the data into a Graham safety check, a Buffett quality score, and a Damodaran fair value, with a plain-English narrative.
Why not Finchat?
Great data accuracy. But it's still "smart Google for finance", retrieval-first, not methodology-first. No guided walkthrough, no consistent process. Tenets is the mentor who interprets the data, not just retrieves it.
Why not Simply Wall St / Morningstar ?
Beautiful interfaces. Easy to use. Morningstar's star ratings, Simply Wall St's snowflake scores: millions of investors rely on them. But how did they arrive at that rating? What discount rate? What growth assumption? You're trusting the black box. Tenets shows you everything. Same rigour, full transparency. If you disagree with our verdict, you'll see exactly which input to challenge.
Why not Damodaran's spreadsheets?
The gold standard - transparent, rigorous, free. But be honest: when did you last fill one out correctly, cross-check the inputs, and keep it updated? Tenets automates Damodaran's DCF logic and adds Graham's safety check and Buffett's quality scoring on top. Same rigour. Zero Excel. Three frameworks instead of one.
Most stock analysis tools are black boxes. You get a number. Maybe a rating. Maybe a "fair value."
No idea how they got there.
Tenets is glass. You see every calculation, every assumption, every step of the reasoning. If you disagree with our inputs, you'll know exactly where.
That's not a feature. That's the product.
Here's how we compare:
Why not ChatGPT or Perplexity?
They're brilliant generalists. But ask them to run a Graham safety screen or a Damodaran DCF and you'll get a different methodology every time. That’s if the numbers aren't hallucinated entirely. No consistency, no transparency, no audit trail. Tenets hard-codes every calculation. The AI interprets. It never invents the numbers.
Why not TIKR or GuruFocus?
30 years of data across 50 tabs. Powerful, if you have 90 minutes and know exactly what to look for. But raw data isn't analysis. It tells you what happened, not what it means. Tenets turns the data into a Graham safety check, a Buffett quality score, and a Damodaran fair value, with a plain-English narrative.
Why not Finchat?
Great data accuracy. But it's still "smart Google for finance", retrieval-first, not methodology-first. No guided walkthrough, no consistent process. Tenets is the mentor who interprets the data, not just retrieves it.
Why not Simply Wall St / Morningstar ?
Beautiful interfaces. Easy to use. Morningstar's star ratings, Simply Wall St's snowflake scores: millions of investors rely on them. But how did they arrive at that rating? What discount rate? What growth assumption? You're trusting the black box. Tenets shows you everything. Same rigour, full transparency. If you disagree with our verdict, you'll see exactly which input to challenge.
Why not Damodaran's spreadsheets?
The gold standard - transparent, rigorous, free. But be honest: when did you last fill one out correctly, cross-check the inputs, and keep it updated? Tenets automates Damodaran's DCF logic and adds Graham's safety check and Buffett's quality scoring on top. Same rigour. Zero Excel. Three frameworks instead of one.
Simple, transparent pricing. No hidden fees.
Simple, transparent pricing. No hidden fees.
Simple, transparent pricing. No hidden fees.
Free
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3 stock checks per month
Full analysis: safety, quality, valuation, thesis narrative
Every assumption visible
Watermarked PDF export
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$9mo or $59yr
Unlimited stock checks
Watchlist with price & fundamental alerts
Custom philosophy builder
Clean PDF export
Join 100+ investors already on the waitlist. Lock in launch pricing.
Join 100+ investors already on the waitlist. Lock in launch pricing.
Join 100+ investors already on the waitlist. Lock in launch pricing.
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The Tenet
The Tenet
Every Sunday evening, one company is analysed as you always meant to. Safety screens. Quality checks. Valuation models. With a supporting narrative thesis. Every assumption visible. No black boxes.
Every Sunday evening, one company is analysed as you always meant to. Safety screens. Quality checks. Valuation models. With a supporting narrative thesis. Every assumption visible. No black boxes.
• One company, fully analysed: safety, quality, valuation
• Bull case, bear case, every assumption visible
• Start your week with one decision already made
• One company, fully analysed: safety, quality, valuation
• Bull case, bear case, every assumption visible
• Start your week with one decision already made
TENETS
We show our work, and how it pays off for you. Glass-box stock analysis.
TENETS
We show our work, and how it pays off for you. Glass-box stock analysis.
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TENETS
We show our work, and how it pays off for you. Glass-box stock analysis.
TENETS
We show our work, and how it pays off for you. Glass-box stock analysis.
Legal
Privacy
Terms
Disclaimer
TENETS
We show our work, and how it pays off for you. Glass-box stock analysis.