For most of my working life, I had a job, made decent money, and didn't manage it well. My biggest regret looking back is realizing that if I'd been a disciplined investor during my employed years, my wealth today would be roughly double what it is.
Five years ago, I left to run my own business. That transition forced me to be more disciplined with money — not as a hobby, but as a survival skill. I went deep on Buffett's principles. I read Seeking Alpha daily, learned to use Alpha Spread and fiscal.ai to pressure-test theses, and followed investors who knew more than I did. I built spreadsheets, then better spreadsheets, then eventually the tool I'm sharing here.
This is the screener I use myself. It's built for busy professionals who know they should be investing more thoughtfully but don't have hours each week to do the research. Three stages: screen for quality, identify what's currently undervalued, and read deep analyses written through my framework — hours of research presented in minutes.