Step 1
Search the company
Type a ticker or a name. Suggestions cover about 7,600 NYSE and Nasdaq stocks stored with this site.
Know the business. Explore how the legends think.
Search a company. Read the filings in plain English, or explore how a published investing style might look at the figures.
How it works
Two educational views of the same company. Both start with a search. A missing number stays blank.
Step 2
Pick what you want
Facts & Analysis reads the latest 10-K. Legendary Investor Lens compares the figures with a published style of Lynch, Buffett, Graham, or Greenblatt.
Step 3
Read the gaps
A blank figure shows as N/A. Hover it for the reason. If the core numbers are missing, the page says there is not enough data to compare styles.
The Legends
Simulated interpretations of publicly documented investing philosophies. Peter Lynch, Warren Buffett, Benjamin Graham, and Joel Greenblatt are not affiliated with this site, have not endorsed it, and these notes are not their opinions.
Every expert scores each criterion from 0 to 10. The weighted total is 0–100.
Strong fit at 65 or above. Partial fit from 40 to 64. Weak fit below 40.
The tags on each card are that investor's own hurdles, such as Lynch's PEG below 1.0 or Graham's P/E below 15.
Peter Lynch
"Study what you know" — a published growth-at-a-reasonable-price style
Publicly associated with Fidelity's Magellan Fund from 1977 to 1990 and with the idea that a person can learn a business by noticing products in daily life. This card is a summary of published writing, not a track record and not his advice.
Scoring Criteria
Core Principles
- PEG Ratio is the primary signal. PEG = P/E ÷ Growth Rate. Below 1.0 means you're paying less than the growth rate. Below 0.5 is "spectacular." Above 2.0 = overpriced relative to growth.
- Growth sweet spot: 20–30% per year. Slower is boring; faster (50%+) may be unsustainable.
- "Ten-baggers" come from overlooked, boring businesses — not glamorous tech. Lynch loved consumer brands, retailers, and niche industrial companies before Wall Street discovered them.
- Low institutional ownership = runway. If only 5% of institutions own it, later attention from institutions is part of how that published style describes a less-followed company.
- Revenue growth must confirm earnings growth. Earnings rising without revenue = cost-cutting, not true growth.
- Can you explain the business in one sentence? If not, that published style would pass on it.
- Invest in what you understand from daily life — the products you see winning in stores, restaurants, and offices.
Warren Buffett
"Wonderful company at a fair price" — Quality Compounder
Publicly associated with Berkshire Hathaway. The published approach draws from 6 investment books — Benjamin Graham (value), Philip Fisher (growth), Mary Buffett (financials), Charlie Munger (psychology), Guy Spier (process), and Christopher Mayer (compounding).
Scoring Criteria
Buffett Core
Business Analysis First
- Be a business analyst, not a market analyst. "Stocks are simple. All there is to it is finding a wonderful business, with honest management, at a sensible price."
- The moat is everything. A durable competitive advantage: pricing power (Coke), switching costs (software), network effects (Amex), or cost advantage (GEICO). Think: toll bridge with no other bridge nearby.
- Predictability test: "If stranded on a desert island for 10 years, in what stock would you invest?" Only businesses you can predict 10–20 years out qualify.
- Never lose money. Rule #1: Don't lose principal. Rule #2: Don't forget Rule #1.
More of this approach
Mary Buffett
Reading Financial Statements
- Gross margin > 40% for 10 years = strong competitive advantage signal. Below 20% is often described, in that writing, as a commodity business.
- Net margin > 20% consistently = durable competitive advantage. Below 10% = highly competitive industry.
- Long-term debt test: Can the company pay off ALL long-term debt within 3–4 years of net earnings? Coca-Cola: 1 year. GM: 10+ years of profits wouldn't cover it.
- Capex ratio < 25% of earnings = likely has a durable competitive advantage. Above 75% = almost certainly a commodity business.
- Buyback history = excess cash = DCA generating it. Treasury shares growing = owner mentality.
- SG&A consistency: Great businesses show STABLE SG&A as % of gross profit year after year. Wild swings = no pricing power.
Charlie Munger
Mental Models & Psychology
- Three-basket system: YES (bet big), NO (pass immediately), TOO TOUGH (skip it). Most ideas go in "Too Tough."
- Inversion: "How would this investment fail?" Enumerate all failure modes and verify none are present.
- Concentration over diversification: A portfolio of 3 great businesses beats 30 average ones — if you truly understand them.
- Appeal to incentives, not reason. What does management's financial structure incentivize them to do?
- Beware social proof: When everyone is bullish, be most skeptical. "Nothing sedates rationality like large doses of effortless money."
100 Baggers
Compounding Returns
- Twin engines required: Earnings growth AND multiple expansion. Either alone is not enough for a 100-bagger.
- ROE > 20% for 4–5 years WITHOUT leverage is the primary quality screen. If ROE is sustained, management is recycling profits at high rates.
- Sales growth > 10%/year. "If top-line growth is 5% or less, the stock goes nowhere." (IBM lesson)
- Owner-operators compound wealth. When management's net worth is tied to the stock, their interests align perfectly with yours.
- A long study period is part of that writing. The published line is that a sound initial study is meant to last.
Guy Spier
Process & Psychology Rules
- Start from the primary documents. That published checklist prefers the filings over tips from other people.
- Read sources in order: 10-K → audit letter → earnings transcript → press release. Reading in the wrong order anchors you to biased conclusions.
- Assume 50% drawdown on day of purchase. The published checklist asks whether a large drop would still fit the original study.
- Win-win for all stakeholders? Customers, employees, shareholders, suppliers — sustainable businesses are net positive for their entire ecosystem.
- Is this investment making me feel smart rather than being logically justified? Ego-driven investing leads to mistakes.
Benjamin Graham
"A dollar of assets for fifty cents" — a published value style
Mentor to Warren Buffett, author of The Intelligent Investor and Security Analysis. Graham invented value investing during the 1930s — the idea that every stock has an intrinsic value, and the published approach looks for a price well under that estimated value. The difference is your "margin of safety."
Scoring Criteria
Core Principles
- Margin of safety above all. The published approach looks for a price well under an estimate of net asset value. The gap is described as room for the estimate to be wrong.
- P/E × P/B < 22.5 composite test. A stock with P/E of 15 and P/B of 1.5 scores exactly 22.5 — Graham's maximum threshold.
- Investment vs. speculation: Investment = purchase based on business understanding and value. Speculation = purchase expecting price to rise. Graham never speculates.
- Current ratio > 2.0 ensures the company can pay its short-term obligations twice over.
- Revenue > $2 billion — size equals durability. Small companies are more vulnerable to failure.
- Profitable every year for 10 years. No earnings deficits allowed — stability is the signal.
- Earnings per share grown ≥ 33% over 10 years. Roughly 3% annual growth — modest but consistent.
- Uninterrupted dividends for 20 years. Graham's gold standard for earnings quality and management discipline.
- Long-term debt ≤ net working capital. The company could pay off all long-term debt with current assets alone.
- "Net-net" stocks: Graham's ultimate find — stocks trading below their current assets minus ALL liabilities. Effectively a dollar of cash priced near fifty cents in the published examples.
Joel Greenblatt
"Inexpensive and high quality" — a published quantitative style
Author of two widely read books: The Little Book That Beats the Market (Magic Formula) and You Can Be a Stock Market Genius (Special Situations). His approach: find companies that are both statistically cheap AND statistically high-quality — ranked on two formulas.
Scoring Criteria
Magic Formula
The Little Book That Beats the Market
- Two metrics only — both must be top-ranked simultaneously: (1) Earnings Yield = EBIT/Enterprise Value (how cheap?) and (2) Return on Capital = EBIT / (Net Working Capital + Fixed Assets) (how good?).
- Why EV not market cap? A company with $1B market cap and $500M debt is more expensive than it appears. Enterprise Value adjusts for debt.
- Why EBIT not net income? Removes distortions from different tax rates and capital structures — enables apples-to-apples comparison across industries.
- EV/EBITDA < 8 = earnings yield > 12.5% = very cheap. Above 20× = expensive. The formula automatically finds cheap.
- ROIC > 25% = exceptional franchise. 15–25% = strong. Below 8% = poor capital efficiency.
- Excluded categories: Financial companies, utilities, foreign-listed stocks (ADRs), companies with negative EBIT, and micro-caps below $100M. These get a zero — the formula doesn't apply.
- The published method studies a basket of about 20–30 top-ranked companies and revisits the list after about a year. Results vary, and a single year can differ from the long description in the book.
Stock Market Genius
Special Situations
- Spinoffs outperform the market by ~10%/year on average. Reason: institutions receiving spinoff shares they never chose to own dump them immediately, creating mechanical mispricing.
- The most important spinoff signal: Are the CEO and key executives of the spinoff receiving significant equity in the spinoff (not the parent)? If yes → management has skin in the game.
- Read the Form 10 (spinoff prospectus). Contains pro-forma income statements showing what the standalone business would have earned historically.
- Non-cash charges inflate apparent losses. Always add back goodwill amortization to find real cash earnings — spinoffs often look far cheaper than headline P/E suggests.
- Watch the parent company too. Post-spinoff, the parent often becomes leaner, more focused, and priced below the simple figures in the filing. American Express after spinning off Lehman Brothers is the classic example.
- Do your own work. Third-party reports can be narrow. Analysts specialize in one industry — they cannot know which of 60 industries offers the best opportunity. "You may be the best in your village, but how about the country?"
- Low market cap = more opportunity. Of ~9,000 US stocks, only ~800 exceed $2B in market cap. The other 8,200 are mostly un-analyzed by major institutions.
How the AI Scores Each Stock
GPT-4o receives each investor's complete published philosophy — not just a one-line summary.
For Buffett, this includes six investment books (Graham, Fisher, Mary Buffett, Munger, Guy Spier, 100 Baggers).
For Greenblatt, this includes both the Magic Formula and the Special Situations framework.
Each criterion is then scored 0–10 using that philosophy as a rubric. The weighted total becomes the final score (0–100).
Each criterion is then scored 0–10 using that philosophy as a rubric. The weighted total becomes the final score (0–100).
Score = Σ (criterion_score × weight × 10), clamped 0–100
Strong fit Style-match score ≥ 65
Partial fit 40–64
Weak fit below 40
The score says how closely the reported figures line up with that published style. It is not a decision.
Disclaimer and sources
For educational and informational purposes only. Not investment advice, not a recommendation or solicitation to buy or sell any security. We are not a registered investment adviser or broker-dealer. Data from SEC filings and third-party sources may be delayed or inaccurate; verify before relying on it. Past performance does not guarantee future results.
What this site is
EighthWonder is a study tool. Facts & Analysis restates figures and language from company filings. Legendary Investor Lens is a simulated comparison with published investing styles. It is not the opinion of Peter Lynch, Warren Buffett, Benjamin Graham, or Joel Greenblatt. They are not affiliated with this site and have not endorsed it.
Where the figures come from
- Company filings and facts: SEC EDGAR.
- Recent prices, the 52-week range, and the daily series used for beta: the Yahoo Finance chart feed.
- A paid quote is used only when a key is configured on the server.
Verify the filing and the price yourself before you rely on a figure. Nothing here is personalized, and nothing here is a solicitation.