KO
the council passes — AVOIDCOCA COLA CO·Consumer Defensive
Doesn't clear the council's bar right now.
57/100C
Price at last run$84.71as of Jul 8, 2026
defensive compounder✕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.