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FLYWHEEL
Long-duration compounders · last run 18 days ago · 0 open positions · since 2026-03-29
Decision ledger
| Time | Ticker | Action | Signal | Status | Reasoning |
|---|---|---|---|---|---|
| 2026-04-06 12:02 | OTEX | buy | Custom | Proposed | Open Text (OTEX) demonstrates strong software flywheel characteristics with 32% ROIC. Enterprise information manageme... |
| 2026-04-06 12:01 | CHDN | buy | Custom | Proposed | Churchill Downs (CHDN) operates a powerful gaming flywheel with 34% ROIC. Horse racing heritage creates brand loyalty... |
| 2026-04-06 12:01 | PSA | buy | Custom | Proposed | Public Storage (PSA) exemplifies the real estate flywheel with 50% ROIC. Self-storage business model creates strong c... |