Stock screeners can feel intimidating, but they’re really just a fast way to generate starting points—not “buy” signals. In this episode, Stephen and Andrew build a simple screener in Fiscal.ai (growth, ROIC, balance sheet strength, valuation, and anti-dilution rules), then run it live and walk through what shows up. You’ll hear how they quickly pressure-test businesses like Yelp, LendingTree, Brinker (Chili’s), Yeti, Zoetis, and CarGurus—using basic questions around moats, management quality, cyclicality, and what the financials are actually saying. The big takeaway: keep an open mind, be willing to be wrong, and use the screener to spark curiosity—then do the real research. What You Will Learn How to build a “good enough” stock screener without overcomplicating it Why a screener is a starting point, not an investing answer The key metrics Andrew screens for (growth, ROIC, leverage, valuation, dilution signals) How to do a fast first-pass business check How to think about “cheap” stocks correctly Timestamps 00:00 What this “live screener” episode is (no prep, show the process) 00:49 How Andrew built the screener and what it’s screening for 00:56 Fiscal.ai and the screener rules (growth, SBC

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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