Compounder Stage Chart

Overview

A compounding verdict says what the business can do. It says nothing about what the market has already concluded. This skill supplies that second reading — the long-term stage of the chart — and, more usefully, crosses it with the business life-cycle stage so the reader can see agreement and disagreement between the two.

The disagreements are the point. A business earning high returns on new capital while its chart has sat in a two-year decline is telling you something; so is a mature business whose chart has run far ahead of it. Neither is a signal to act, and this skill never turns one into one.

It runs for every company, whatever the verdict — including one that failed. What the market thinks of a business you have just rejected is still worth a paragraph.

Inputs

• Ticker with exchange suffix and the currency the bars are quoted in.
• economic_engine_pack.life_cycle_stage — both the adjusted stage and the raw stage. Without it there is no cross-reading, and stage_alignment is UNRESOLVED.
• compounder_thesis_pack for the as-of date and the verdict this reading sits beside.

Step 1: Pull the bars

Weekly and monthly OHLCV, adjusted for splits and dividends. Ten years of monthly bars and five years of weekly bars where they exist; less is allowed and recorded in data_quality, never silently accepted.