AFG
the council passes — AVOIDAMERICAN FINANCIAL GROUP, INC.·Financial Services
Doesn't clear the council's bar right now.
60/100C
Price at last run$142as of Jul 8, 2026
quality compounderHigh returns on capitalROIC ~17% — it earns well on the money it puts to work.
Generates real cash13.0% free-cash-flow yield — profits you can actually bank.
Clean balance sheetLow leverage (debt/equity 0.00).
Catalystnone yet
✕Why not
The honest case against — what most tools hideWhat keeps us out
- A deterioration in the fundamentals that score the business.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.