Verdykt
PlaybooksBenjamin Graham

Benjamin Graham

Defensive value screen

Rules-based Verdykt interpretation of published principles. Not affiliated with or endorsed by Benjamin Graham or related estates.

Conservative valueFundamentals + priceHigh confidenceUS equities
Conservative valueMethod familyHighSource confidence6Documented factorsv1.0Rule version

Screen thesis

A conservative checklist: adequate size, a strong balance sheet, an unbroken earnings and dividend record, and a hard ceiling on price relative to earnings and book value. It is built to exclude fragile or expensive companies rather than to maximize upside.

Rulebook

Every rule is visible. Required rules must pass; scoring and guardrail rules shape or caution the result.

View model card
RuleThresholdRoleRationale
Adequate size (revenue)>= $10BRequiredAvoid fragile small caps
Current ratio>= 2.0RequiredShort-term solvency
Positive earnings (10y)>= 10 of 10RequiredEarnings stability
Uninterrupted dividends>= 10 yearsRequiredShareholder return record
P/E ratio<= 15xValuationPrice discipline
P/E x P/B<= 22.5ValuationCombined price ceiling

Verdykt Playbooks are rules-based interpretations of public investing principles. Screens are not affiliated with or endorsed by the named investors or firms, and nothing here is investment advice or a recommendation to buy or sell securities.