Uncle Stock articles

A selection of articles on how to use the Uncle Stock screener, and on the reasoning behind some of its numbers.

• 13 July 2019 Indicator paralysis: keep it simple! There are a lot of indicators on Uncle Stock, and that can be overwhelming. Applying the 20/80 rule, only two questions really matter: how cheap is the stock, and how good is the company? With backtests of a pure value, a pure growth and a combined screen.
• 10 May 2018 Advanced growth calculations in Uncle Stock: CAGR, rCAGR and rCAGR 67 Investors extrapolate historic growth towards the future. This article explains the three growth calculations Uncle Stock uses to do that, and why regression and a Student's t-distribution give a more reliable estimate than a plain CAGR.
• 2 May 2018 How would Warren Buffett use Uncle Stock? Buffett would rather buy a great company at a reasonable price than a weak company that is cheap. Four versions of a Warren Buffett screen, built on his own intrinsic value calculation, with their backtested returns.
• 26 April 2018 How would Peter Lynch use Uncle Stock? Lynch looked for ten-baggers that Wall Street had not discovered yet. A screen on limited institutional ownership, small market cap, PEGY, EPS growth and debt — as the first step of his strategy, not the last.
• 18 April 2018 Evaluating banks using Uncle Stock Banks are hard to value, because their core product is money. An explanation of the most important bank ratios on Uncle Stock, split into efficiency and risk.