To The Moon

Earnings Calendar (29Dec25)

There are no earnings of interest in the coming week. Without any earnings, let me share a stock screener setup.

How to find Great Companies using a stock screener

Imagine we are shopping for a strong, reliable business to own. We want one that’s:

• Making money (not losing it)

• Growing a little bigger each year

• Careful with borrowing (like not having big loans)

• Not too expensive to buy

This screener does exactly that — it automatically checks company reports to find the best ones. Only 12 made the list because it is about quality.

The 3 “Report Cards” Every Company Shares (Super Simple Version)

All companies must show these three pages of numbers (you can find them free on sites like Yahoo Finance or Finviz). Here’s what to look for in plain words:

Income Statement → “How much money did we make this year?”

• Good signs:

• Sales (revenue) going up over the years → More customers or higher prices.

• Ends with profit (positive number at the bottom) → They keep real money after all bills.

• Look for: Steady profits and growing sales for several years.

Balance Sheet → “What do we own and what do we owe right now?”

• Good signs:

• Very little or zero debt → Safe, like living in a paid-off house.

• More “stuff” owned than owed → Strong and secure.

• Look for: Almost no debt (the company can sleep easily during tough times).

Cash Flow Statement → “Did real cash actually come in?”

• Good signs:

• Positive cash from everyday business → They make real money, not just paper profits.

• Extra cash left over → Can grow, pay owners, or save for rainy days.

• Look for: Cash piling up steadily (cash is the most honest number).

One-Sentence Summary of a High-Quality Business

”A great company makes steady profits, grows sales slowly but surely, has little or no debt, and produces real cash year after year — without needing tricks or big risks.”

Key Insights

Common Themes — Very low/zero debt enables resilience and potential for buybacks/dividends. Positive multi-year growth filters out cyclical or declining businesses. Strong margins and ROE/ROIC indicate efficient operations.

Timeframe - I prefer reviewing 10 years or more, or more if possible.

Standouts:

• CALM (Cal-Maine Foods): Dominant U.S. egg producer. Extremely low P/E due to commodity-like business, but fits quality criteria perfectly (volatile earnings from egg prices, but strong when demand/prices are high).

• CPRX (Catalyst Pharmaceuticals): Rare disease biotech with approved drugs (e.g., Firdapse). Strong recent revenue/EPS growth from product portfolio; analysts are generally positive.

• CLMB (Climb Global Solutions): IT software distributor. Steady growth in niche; higher P/E but expanding earnings.

• CRUS (Cirrus Logic): Apple supplier (audio chips). Solid semiconductor play with consistent metrics.

• NICE & NTES: Larger internationals (Israeli/Chinese ADRs) with scale, strong software/gaming businesses.

Risks — Small sample (only 12 stocks) means the screen is strict—great for quality, but may miss broader opportunities. Some (e.g., biotech like CPRX/CRMD) have pipeline risks; others (CALM) are commodity-sensitive. International exposure (Israel, China) adds geopolitical risk.

This is not financial advice. Please do your own due diligence.

@TigerStars

$Cal-Maine(CALM)$

$Catalyst Pharmaceuticals(CPRX)$

$Climb Global Solutions(CLMB)$

$Cirrus Logic(CRUS)$

$Nice Ltd(NICE)$