Research

Weekly scout memos

Research written each week on the names in or near buy range.

Rule #1 weekly scout, 4 Oct 2026 · 2026-10-04

Deep dives

Full DCF, comps, DDM and Rule #1 assessments with stated assumptions.

Rule #1 / Buffett-Munger deep dive: Progressive (PGR), Kinsale Capital (KNSL), Adobe (ADBE) · 2026-10-03

Model output

The raw output of the valuation engine (`python -m ruleone.deepdive`) behind each deep dive.