WOODSTOCK

About Woodstock

Woodstock was built by a small team of investors who believed the best opportunities are the ones hiding in plain sight — if you know where to look.

Our system runs a proprietary daily analysis across thousands of stocks, filtering for the rare few that meet our criteria. The result is a short, ranked list of names worth watching right now.

No predictions. No opinions. No noise. Just a disciplined, repeatable process that surfaces what the market is overlooking.

How Our Scoring Works

Every stock in our universe is evaluated using a 4-dimension scoring system that combines quantitative analysis with proven value investing principles:

1. Consensus Ownership (18%)

Tracks which stocks are held by multiple legendary value investors. Higher overlap indicates stronger conviction across the investment community.

2. Fundamentals (22%)

Evaluates financial health using Buffett-style criteria: ROE, debt levels, earnings growth, dividend history, and competitive moats.

3. Technical Setup (27%)

Identifies optimal entry points using RSI, Bollinger Bands, MACD, and stochastic indicators to time value opportunities.

4. Dividend Timing (23%)

Prioritizes stocks approaching ex-dividend dates with sustainable yields and consistent payment histories.

Scoring Process Flow

1
Track 86 legendary value investors via Dataroma & 13F filings
2
Analyze 1,593+ stocks from their combined holdings universe
3
Score each stock across 4 dimensions with weighted criteria
4
Rank and deliver top 50 opportunities daily

Our Data Sources

We track 86 legendary value investors including Warren Buffett, Seth Klarman, Li Lu, Howard Marks, and other proven long-term allocators through:

This creates a universe of 1,593+ stocks that have earned the attention of history's most successful value investors.

Investment Philosophy

We built this for ourselves first, then figured others might find it useful too. Our approach combines:

Important Disclaimer

This is not investment advice. All information provided by Woodstock is for educational and informational purposes only. Past performance does not guarantee future results.

Investing in stocks involves risk, including potential loss of principal. You should conduct your own research and consult with qualified financial advisors before making investment decisions.

The tracking of institutional holdings is based on publicly available filings which may be delayed and may not reflect current positions.

Questions? Reach us at support@woodstockdaily.com