Inspired by Phil Town’s Rule #1 Investing
Invest with confidence.
Research with discipline.
A private research notebook for Rule #1 investors: rate moats, track the Big 5 numbers, calculate Sticker Price and Margin of Safety, and keep your research notes in one place.
Moat Scorecard
Rate brand, toll bridge, switching, secret, and price moats to judge a business's durable advantage.
Big 5 Numbers
Track ROIC, equity, sales, EPS, and free cash flow growth over time.
Sticker & MOS
Calculate Sticker Price and buy-at Margin of Safety with live price updates.
Research Journal
Attach dated notes to every company so your thesis is never lost.