About

Static mirror of personal research outputs from the value_investing toolkit. Not a product, not investment advice, not a trading system.

What you see

• Trailing TTM P/E and company-level Shiller P/E (CAPE) when data allows
• Owner earnings, FCF quality, ROE track, dilution, leverage charts
• IVn bars (DCF of OE at n% required return) and reverse-DCF market-clearing growth

What you do not see

• Forward / analyst P/E
• Buy/sell signals or composite “alpha” scores
• The full universe screener database (that stays on the laptop)

Access

A shared passphrase gates the UI (soft protection). Hosted on Cloudflare Pages; builds run on GitHub Actions (Python). Direct asset URLs can still be fetched by a determined party — do not put secrets in chart notes.

Data etiquette

Builds use a real SEC User-Agent, disk cache, and throttling — same rules as local use.