Quarterly Financial Data

Revenue, Cash Margin & FCF

Revenue Growth

Margin Trends

Quality of Expense

Value Drivers

Leverage

Cash / Market Cap

ROIC & FCF/Capital

FCF & Shareholder Returns

Shares Outstanding

Valuation Multiples

Economies of Scale Analysis

Quarterly Financial Data — Full Cash Flow

Click cash flow items to include/exclude them from Custom FCF.

Custom FCF vs Standard FCF

Revenue, Cash Margin & FCF

Revenue Growth

Margin Trends

Quality of Expense

Value Drivers

Leverage

Cash / Market Cap

ROIC & FCF/Capital

FCF & Shareholder Returns

Shares Outstanding

Valuation Multiples

Economies of Scale Analysis

Trailing Twelve Months (TTM)

TTM Revenue, Cash Margin & FCF

Revenue Growth (TTM)

Margin Trends (TTM)

Quality of Expense (TTM)

Value Drivers (TTM)

Leverage (TTM)

Cash / Market Cap (TTM)

ROIC & FCF/Capital (TTM)

FCF & Shareholder Returns (TTM)

Shares Outstanding (TTM)

Valuation Multiples (TTM)

Analyst Estimates

Estimates Chart

DCF Valuation Model

Inputs

Valuation Summary

10-Year FCF Projection

Projection Details

WACC Parameters

WACC Calculation

Per-Year Assumptions

Analyst Estimation

10-Year Projection

Revenue: Historical + Projected

FCF Projection Chart

Valuation Summary

Custom WACC Valuation

%

Tragic Algebra: SBC Adjustment

Burry/Clifton methodology — true economic cost of stock-based compensation from 10-K data

FCF Per Share Analysis

Accumulated FCF

Saved Valuations

Scenario Analysis

Scenario Comparison

Monte Carlo Controls

Simulation Summary

Valuation Distribution

Driver Sensitivity

Percentiles

Adarga Capital, SL

Saved Snapshot

WACC Parameters

Per-Year Assumptions

Valuation Summary

10-Year Projection

Revenue: Historical + Projected

FCF Projection Chart

FCF Per Share Analysis

Accumulated FCF

Risk Summary

Valuation Distribution

Driver Sensitivity

Risk Percentiles

Peer Comparison

Operating Margin Comparison

Revenue Growth Comparison

Revenue Comparison

FCF / Revenue Comparison

Cash Margin / Revenue Comparison

Net Working Capital / Revenue Comparison

CAPEX / Revenue Comparison

Net Debt / Capital Comparison

Cash / Capital Comparison

FCF / Capital Comparison

ROE Comparison

ROIC Comparison

R&D / Revenue Comparison

Cash / Market Cap Comparison

SBC / Free Cash Flow Comparison

(Dividends + Buybacks) / FCF Comparison

P/E Ratio (Historical)

Price / FCF (Historical)

Price / Sales (Historical)

Sources for AI Analysis

Paste text from earnings calls, analyst reports, news articles, etc. AI will analyze all sources together for this ticker.

Partners

Current Holdings

Holdings by Partner

Transactions

Fund Summary

Partner Returns vs NASDAQ

Performance Chart

Shares Matrix (Partner × Ticker)

Opportunity Radar

Find cheap growth before it looks obvious

Scan the market, score the latest earnings calls with Claude, and open deep valuation work from one focused workspace.

Scanner idle 0 stocks scanned
Filters

Enable Filters (stock must pass ALL enabled)

Valuation

Quality

Sector & Industry

Ctrl/Cmd + click to select multiple.

Found Opportunities

No opportunities found yet. Start the scanner to search.

Scatter Plot

Scan Log (Last 100)

No companies scanned yet.

Quick Search (FMP Screener)

Uses the FMP screener API for fast results. Applies the same valuation filters from the Filters tab.

Click "Search" to find opportunities

Burry Thesis

Disconnected
Financial Times
-
PressReader
Wall Street Journal
-
Homepage
Seeking Alpha
-
Homepage
El-Erian Substack
-
Mohamed A. El-Erian
Burry Substack
-
Michael Burry
Market Data S&P 500 + Nasdaq
- stocks
Scrape sources first, then run AI analysis
Pro-Burry
0
Contrarian
0
Run AI analysis to see article grades and alignment with Burry's thesis

Burry Settings

Required for AI analysis

Market Analysis

Scan ~57 stocks for Burry-style volume patterns
Volume Health Heatmap
Red = declining volume on rising price (thin/fragile rally). Green = volume-confirmed move. Click any ticker for detail.
Click "Run Volume Scan" to analyze watchlist

FinTrack

Track your portfolio and watchlist. Add tickers, refresh market data, review valuation/momentum signals.
Add a ticker, choose Portfolio or Opportunity, then click Update Prices.

Market

Track market indices, bonds, alternatives, and emerging markets. Monitor daily changes and momentum signals.