DETECTIVE

The Living Book of Owner Cash

1987–2026 S&P 500 Empirical Valuation Engine
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Empirical Rule Verification Dossier

Click any highlighted [verify:RULE] badge inside the chapter text on the left to inspect its live SQL proof, win rates, and failure traps.

5-Yr Win Rate --%
Median 5-Yr CAGR --%
Tested Samples --
Query Time -- ms

Underlying SQL Query (PostgreSQL)

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The Limit Test: Traps & Counter-Examples

A rule that cannot explain its failures is useless. These are the historical cases where this rule was tested to its limit:

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Top Historical Compounders (Winners)

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Interactive Theory Sandbox

Test Your Own Valuation Formula

Adjust the 4 fundamental dials below. The system will execute live SQL across all 4,462 company years and recalculate the win rate instantly.

Min Free Cash Flow Yield 6.0%
Min Return on Equity (ROE) 15.0%
Max Debt / CFO (Solvency Cap) 2.0x
Max Entry P/E Ratio 16.0x
Matching Companies --
5-Year Win Rate --%
Median 5-Yr CAGR --%

Top Matching Cases (Live from Database)

Ticker Year FCF ($M) FCF Yield ROE Debt/CFO P/E 5-Yr CAGR
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Archetype Dissector

Single-Company Dial Breakdown

Inspect how the 4 specialized agents score individual historical company vintages.

Dial 1: Cash Base

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Dial 2: Reinvestment Engine

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Dial 3: Balance Sheet Fortress

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Dial 4: Conservative Floor

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Verdict: Evaluating Convergence...