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Deep dives into stocks that pass (or fail) Buffettology criteria — analysis, data, and investing insights.
Atlassian Has $1.3 Billion in Free Cash Flow — So Why Only 5/9 on Buffett's Scorecard?
Atlassian's stock has fallen more than 70% from its peak, yet the company still generates $1.28 billion in free cash flow on an 84% gross margin. Its 5/9 Buffettology score tells a nuanced story about what the framework rewards — and what it still demands.
Cloudflare Powers 20% of the Internet — So Why Only 4/9 on Buffett's Scorecard?
Cloudflare routes traffic for roughly 20% of the internet and carries a 74% gross margin — but still scores only 4/9 on Buffett's framework. The gap between business quality and investment merit is rarely this instructive.
Everyone Owns META — But Does It Pass Buffett's Test?
Meta Platforms earns a perfect 9/9 Buffettology score — driven by an 82% gross margin, 30.6% ROE, and 134.6% five-year earnings growth. Here's whether the AI supercycle thesis holds up under Buffett's lens.
NerdWallet Has Zero Debt and a 91% Gross Margin — So Why Is the Stock So Cheap?
NerdWallet carries zero debt, earns a 91.6% gross margin, and trades at an 8% earnings yield — yet almost nobody talks about it. Here's what the Buffettology framework reveals about this overlooked fintech.
Gaming's Silent Landlord: What Buffett's Framework Reveals About VICI Properties
VICI Properties earns a 6/9 Buffettology score by combining 70%+ net margins, conservative debt, and a simple triple-net lease model — but sub-threshold ROE and ROIC, plus a growing share count, keep it from the top tier.
The GPS Giant That Checks Every Buffett Box: Garmin Scores a Perfect 9/9
Garmin quietly passes every one of Buffett's 9 criteria — a near-zero debt balance sheet, 19% ROE, and consistent growth. But at 26x earnings, is the quality already priced in?
Lululemon's Perfect 9/9 — Is the Most Hated Athleisure Stock Actually Buffett's Ideal?
Lululemon scores a perfect 9/9 on Buffett's framework — 39.8% ROE, 0.39x debt-to-equity, 196% earnings growth. But with the stock down sharply and a CEO transition underway, is this quality at a discount or a value trap?
Everyone Owns the Casino — But Does Caesars Pass Buffett's Test? A 3/9 Breakdown
America's largest casino company scores just 3/9 on Buffett's framework. With $24.9 billion in debt, negative earnings, and a 50% gross margin, Caesars is a study in contrasts.