Focused screening
Combine valuation measures with financial and market filters instead of ranking candidates by one low multiple.
Candidate discovery
Deep Value Tools for Finding and Evaluating Candidates
Screen for valuation gaps, then test financial resilience, catalysts, and entry risk before adding a candidate to your workflow.
MSPT's deep value tools combine valuation screening with checks for business quality, liquidity, leverage, and potential catalysts so a low multiple is treated as a starting point rather than a conclusion.
Who it is for
A repeatable path for fundamentals-first investors
Use this workflow to reduce a broad market universe to a smaller set of candidates that warrant company-level research.
What the workflow connects
Evidence before action
Value-trap checks
Review liquidity, leverage, profitability, cash conversion, and capital structure before treating a discount as an opportunity.
Research handoff
Move a screened candidate into the same scorecard, research note, tracking-list, and trade-planning workflow.
Product example
A deep-value screening sequence
- 1
Filter the universe by valuation, size, liquidity, and reporting coverage.
- 2
Check earnings quality, cash conversion, balance-sheet risk, and dilution.
- 3
Compare the apparent discount with peers and the company's own history.
- 4
Look for a credible catalyst and record what could invalidate the thesis.
- 5
Plan an entry, structural stop, position size, and review date before acting.
What to keep in mind
Tools support judgment; they do not replace it
- A low valuation can reflect permanent impairment or missing information.
- Screen results require company-level review and may contain stale or unavailable fields.
- MSPT does not recommend securities or guarantee that a discount will close.
Put the workflow into practice
Start with a 30-day trial and build your first research workflow.
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