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deterministic undervalued; 5Y CAGR 31.7%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Robotics & automation picks-shovels", "ticker": "688015.SS", "name": "Traffic Control Technology Co., Ltd.", "sector": "", "industry": "", "market_cap_usd": 598355002.0, "current_price": 21.81, "rating": "undervalued", "cagr_5y_percent": 32.57, "buy_below_5y": 39.61, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 208.7769589259027, "ai_second_order_score": 88.5, "reasons": "automation/robotics component supplier; deterministic undervalued; 5Y CAGR 32.6%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" } ], "Financial-market plumbing under AI efficiency": [ { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "BGC", "name": "BGC Group, Inc.", "sector": "Finance", "industry": "Investment Bankers/Brokers/Service", "market_cap_usd": 5389427200.0, "current_price": 11.1, "rating": "undervalued", "cagr_5y_percent": 31.38, "buy_below_5y": 19.62, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 209.73154260988093, "ai_second_order_score": 88.5, "reasons": "market infrastructure/data/execution layer; 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deterministic undervalued; 5Y CAGR 27.3%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "SF", "name": "Stifel Financial Corp.", "sector": "Finance", "industry": "Investment Bankers/Brokers/Service", "market_cap_usd": 12198835200.0, "current_price": 77.955, "rating": "undervalued", "cagr_5y_percent": 27.02, "buy_below_5y": 116.4, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 210.08631836425155, "ai_second_order_score": 85.07, "reasons": "market infrastructure/data/execution layer; deterministic undervalued; 5Y CAGR 27.0%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "RJF", "name": "Raymond James Financial, Inc.", "sector": "Finance", "industry": "Investment Bankers/Brokers/Service", "market_cap_usd": 30809073664.0, "current_price": 158.49, "rating": "undervalued", "cagr_5y_percent": 26.98, "buy_below_5y": 236.36, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 210.48867864058695, "ai_second_order_score": 85.03, "reasons": "market infrastructure/data/execution layer; deterministic undervalued; 5Y CAGR 27.0%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "IBKR", "name": "Interactive Brokers Group, Inc.", "sector": "Financials", "industry": "Investment Banking & Brokerage", "market_cap_usd": 35426541568.0, "current_price": 84.05, "rating": "undervalued", "cagr_5y_percent": 36.04, "buy_below_5y": 188.38, "data_quality_gate": "review_extreme_target_or_currency_unit_risk", "llm_status": "blocked_data_quality", "priority_score": 210.54932875743492, "ai_second_order_score": 82.5, "reasons": "market infrastructure/data/execution layer; deterministic undervalued; 5Y CAGR 36.0%; extreme target/currency review; SEC-backed financial coverage", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "SCHW", "name": "The Charles Schwab Corporation", "sector": "Financials", "industry": "Investment Banking & Brokerage", "market_cap_usd": 160572555264.0, "current_price": 92.29, "rating": "undervalued", "cagr_5y_percent": 24.53, "buy_below_5y": 124.85, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 211.20567131855202, "ai_second_order_score": 82.21, "reasons": "market infrastructure/data/execution layer; deterministic undervalued; 5Y CAGR 24.5%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "LIO.L", "name": "Liontrust Asset Management PLC", "sector": "", "industry": "", "market_cap_usd": 216315030.0, "current_price": 260.5, "rating": "undervalued", "cagr_5y_percent": 24.4, "buy_below_5y": 344.18, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.3350866961348, "ai_second_order_score": 82.06, "reasons": "market infrastructure/data/execution layer; deterministic undervalued; 5Y CAGR 24.4%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "VIN.WA", "name": "Gielda Praw Majatkowych Vindexus Spolka Akcyjna", "sector": "", "industry": "", "market_cap_usd": 43783201.0, "current_price": 14.0, "rating": "undervalued", "cagr_5y_percent": 34.41, "buy_below_5y": 27.24, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 407.6413075097631, "ai_second_order_score": 81.5, "reasons": "market infrastructure/data/execution layer; deterministic undervalued; 5Y CAGR 34.4%; data quality review; very small cap outside micro bucket", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "IND-R.BK", "name": "Index International Group Public Company Limited", "sector": "", "industry": "", "market_cap_usd": 12365591.0, "current_price": 1.12, "rating": "undervalued", "cagr_5y_percent": 34.83, "buy_below_5y": 2.21, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 407.09221487782673, "ai_second_order_score": 81.5, "reasons": "market infrastructure/data/execution layer; deterministic undervalued; 5Y CAGR 34.8%; data quality review; very small cap outside micro bucket", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "USIO", "name": "Usio Inc. Common Stock", "sector": "Finance", "industry": "Investment Bankers/Brokers/Service", "market_cap_usd": 32185601.0, "current_price": 1.35, "rating": "undervalued", "cagr_5y_percent": 29.36, "buy_below_5y": 2.21, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 407.5076616230982, "ai_second_order_score": 80.76, "reasons": "market infrastructure/data/execution layer; deterministic undervalued; 5Y CAGR 29.4%; data quality review; very small cap outside micro bucket", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "NAVI", "name": "Navient Corporation", "sector": "Finance", "industry": "Investment Bankers/Brokers/Service", "market_cap_usd": 868462208.0, "current_price": 8.71, "rating": "undervalued", "cagr_5y_percent": 23.27, "buy_below_5y": 11.2, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 208.93875092443636, "ai_second_order_score": 80.76, "reasons": "market infrastructure/data/execution layer; deterministic undervalued; 5Y CAGR 23.3%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "1359.HK", "name": "China Cinda Asset Management Co., Ltd.", "sector": "", "industry": "", "market_cap_usd": 5357006934.0, "current_price": 1.13, "rating": "undervalued", "cagr_5y_percent": 23.14, "buy_below_5y": 1.42, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 209.7289222085151, "ai_second_order_score": 80.61, "reasons": "market infrastructure/data/execution layer; deterministic undervalued; 5Y CAGR 23.1%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "SAMG", "name": "Silvercrest Asset Management Group Inc. Class A Common Stock", "sector": "Finance", "industry": "Investment Managers", "market_cap_usd": 155091297.0, "current_price": 13.5106, "rating": "undervalued", "cagr_5y_percent": 22.24, "buy_below_5y": 16.66, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.19058742791725, "ai_second_order_score": 79.58, "reasons": "market infrastructure/data/execution layer; deterministic undervalued; 5Y CAGR 22.2%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Financial-market plumbing under AI efficiency", "ticker": "ARYACAPM.BO", "name": "Aryaman Capital Markets Limite", "sector": "", "industry": "", "market_cap_usd": 55171219.0, "current_price": 450.0, "rating": "undervalued", "cagr_5y_percent": 22.17, "buy_below_5y": 543.17, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 407.7417125797367, "ai_second_order_score": 79.5, "reasons": "market infrastructure/data/execution layer; deterministic undervalued; 5Y CAGR 22.2%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" } ], "Micro/small-cap illiquidity alpha": [ { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "AUDC", "name": "AudioCodes Ltd.", "sector": "Utilities", "industry": "Telecommunications Equipment", "market_cap_usd": 239714592.0, "current_price": 8.51, "rating": "undervalued", "cagr_5y_percent": 32.04, "buy_below_5y": 16.43, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 140.5, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 32.0%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "TCX", "name": "Tucows Inc.", "sector": "Technology", "industry": "EDP Services", "market_cap_usd": 175138016.0, "current_price": 15.39, "rating": "undervalued", "cagr_5y_percent": 32.19, "buy_below_5y": 29.88, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 140.5, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 32.2%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "SND", "name": "Smart Sand, Inc.", "sector": "Industrials", "industry": "Mining & Quarrying of Nonmetallic Minerals (No Fuels)", "market_cap_usd": 236851104.0, "current_price": 5.21, "rating": "undervalued", "cagr_5y_percent": 28.51, "buy_below_5y": 8.78, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 138.79, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 28.5%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "CZWI", "name": "Citizens Community Bancorp, Inc.", "sector": "Finance", "industry": "Savings Institutions", "market_cap_usd": 199793696.0, "current_price": 21.14, "rating": "undervalued", "cagr_5y_percent": 27.09, "buy_below_5y": 33.71, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 137.15, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 27.1%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "RDCM", "name": "RADCOM Ltd.", "sector": "Technology", "industry": "Computer peripheral equipment", "market_cap_usd": 267144496.0, "current_price": 15.97, "rating": "undervalued", "cagr_5y_percent": 25.3, "buy_below_5y": 23.72, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 135.09, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 25.3%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "ULBI", "name": "Ultralife Corporation", "sector": "Miscellaneous", "industry": "Industrial Machinery/Components", "market_cap_usd": 114929872.0, "current_price": 7.12, "rating": "undervalued", "cagr_5y_percent": 24.78, "buy_below_5y": 10.36, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 134.5, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 24.8%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "NL", "name": "NL Industries, Inc.", "sector": "Basic Materials", "industry": "Major Chemicals", "market_cap_usd": 293176416.0, "current_price": 5.86, "rating": "undervalued", "cagr_5y_percent": 24.06, "buy_below_5y": 8.28, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 133.67, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 24.1%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "RCKY", "name": "Rocky Brands, Inc.", "sector": "Consumer Discretionary", "industry": "Shoe Manufacturing", "market_cap_usd": 276519776.0, "current_price": 36.39, "rating": "undervalued", "cagr_5y_percent": 23.49, "buy_below_5y": 50.26, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 133.01, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 23.5%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "HNVR", "name": "Hanover Bancorp, Inc.", "sector": "", "industry": "", "market_cap_usd": 169756000.0, "current_price": 23.22, "rating": "undervalued", "cagr_5y_percent": 23.15, "buy_below_5y": 31.37, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 132.62, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 23.1%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "AIRJ", "name": "AirJoule Technologies Corporation", "sector": "Industrials", "industry": "Industrial Machinery/Components", "market_cap_usd": 210896016.0, "current_price": 3.08, "rating": "undervalued", "cagr_5y_percent": 24.06, "buy_below_5y": 4.26, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 132.07, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 24.1%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "TLYS", "name": "Tilly's, Inc.", "sector": "Consumer Discretionary", "industry": "Clothing/Shoe/Accessory Stores", "market_cap_usd": 124087872.0, "current_price": 4.4095, "rating": "undervalued", "cagr_5y_percent": 21.98, "buy_below_5y": 5.73, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 131.28, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 22.0%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "NEWT", "name": "NewtekOne, Inc.", "sector": "", "industry": "", "market_cap_usd": 373944448.0, "current_price": 12.95, "rating": "undervalued", "cagr_5y_percent": 21.97, "buy_below_5y": 16.62, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 131.27, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 22.0%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "CLW", "name": "Clearwater Paper Corporation", "sector": "", "industry": "", "market_cap_usd": 221077216.0, "current_price": 13.59, "rating": "undervalued", "cagr_5y_percent": 20.71, "buy_below_5y": 16.75, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 129.82, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 20.7%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "CURV", "name": "Torrid Holdings Inc.", "sector": "Consumer Discretionary", "industry": "Clothing/Shoe/Accessory Stores", "market_cap_usd": 171137376.0, "current_price": 1.55, "rating": "undervalued", "cagr_5y_percent": 20.63, "buy_below_5y": 1.89, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 129.72, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 20.6%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Micro/small-cap illiquidity alpha", "ticker": "LGCY", "name": "Legacy Education Inc.", "sector": "Real Estate", "industry": "Other Consumer Services", "market_cap_usd": 136851984.0, "current_price": 11.35, "rating": "undervalued", "cagr_5y_percent": 21.8, "buy_below_5y": 14.25, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 129.07, "reasons": "below $500M: possible illiquidity/coverage edge; deterministic undervalued; 5Y CAGR 21.8%; validated for GPT-5.5 memo; SEC-backed financial coverage; micro/small cap", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" } ], "Physical scarcity / real assets / permits": [ { "bucket": "Physical scarcity / real assets / permits", "ticker": "RSG", "name": "Republic Services, Inc.", "sector": "Utilities", "industry": "Environmental Services", "market_cap_usd": 64639815680.0, "current_price": 204.515, "rating": "undervalued", "cagr_5y_percent": 25.16, "buy_below_5y": 302.13, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 128.93, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 25.2%; validated for GPT-5.5 memo; SEC-backed financial coverage; already has analyst memo", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "NL", "name": "NL Industries, Inc.", "sector": "Basic Materials", "industry": "Major Chemicals", "market_cap_usd": 293176416.0, "current_price": 5.86, "rating": "undervalued", "cagr_5y_percent": 24.06, "buy_below_5y": 8.28, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 127.67, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 24.1%; validated for GPT-5.5 memo; SEC-backed financial coverage; already has analyst memo", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "CLW", "name": "Clearwater Paper Corporation", "sector": "", "industry": "", "market_cap_usd": 221077216.0, "current_price": 13.59, "rating": "undervalued", "cagr_5y_percent": 20.71, "buy_below_5y": 16.75, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 123.82, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 20.7%; validated for GPT-5.5 memo; SEC-backed financial coverage; already has analyst memo", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "LGCY", "name": "Legacy Education Inc.", "sector": "Real Estate", "industry": "Other Consumer Services", "market_cap_usd": 136851984.0, "current_price": 11.35, "rating": "undervalued", "cagr_5y_percent": 21.8, "buy_below_5y": 14.25, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 123.07, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 21.8%; validated for GPT-5.5 memo; SEC-backed financial coverage; already has analyst memo", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "HD", "name": "The Home Depot, Inc.", "sector": "Consumer Discretionary", "industry": "RETAIL: Building Materials", "market_cap_usd": 327493877760.0, "current_price": 323.05, "rating": "undervalued", "cagr_5y_percent": 10.28, "buy_below_5y": 253.45, "data_quality_gate": "validated_for_gpt55_queue", "llm_status": "done", "priority_score": 10000.0, "ai_second_order_score": 111.82, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; validated for GPT-5.5 memo; SEC-backed financial coverage; already has analyst memo", "next_action": "review_existing_gpt55_memo_for_portfolio_fit" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "2608.TW", "name": "Kerry TJ Logistics Company Limited", "sector": "", "industry": "", "market_cap_usd": 447672404.0, "current_price": 29.95, "rating": "undervalued", "cagr_5y_percent": 31.13, "buy_below_5y": 51.49, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.6509603238677, "ai_second_order_score": 88.5, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 31.1%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "2490.HK", "name": "LC Logistics, Inc.", "sector": "", "industry": "", "market_cap_usd": 342647007.0, "current_price": 4.64, "rating": "undervalued", "cagr_5y_percent": 31.62, "buy_below_5y": 8.13, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.53484694263506, "ai_second_order_score": 88.5, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 31.6%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "GETY", "name": "Getty Images Holdings, Inc.", "sector": "Real Estate", "industry": "Real Estate", "market_cap_usd": 322598592.0, "current_price": 0.7601, "rating": "undervalued", "cagr_5y_percent": 32.46, "buy_below_5y": 1.38, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.508662467554, "ai_second_order_score": 88.5, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 32.5%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "8864.T", "name": "Airport Facilities Co., Ltd.", "sector": "", "industry": "", "market_cap_usd": 303431639.0, "current_price": 965.0, "rating": "undervalued", "cagr_5y_percent": 34.02, "buy_below_5y": 1850.18, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.4820608629593, "ai_second_order_score": 88.5, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 34.0%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "GLDG", "name": "GoldMining Inc.", "sector": "Basic Materials", "industry": "Precious Metals", "market_cap_usd": 248239904.0, "current_price": 1.15, "rating": "undervalued", "cagr_5y_percent": 32.58, "buy_below_5y": 2.09, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.39487159462465, "ai_second_order_score": 88.5, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 32.6%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "5123.KL", "name": "Sentral REIT", "sector": "", "industry": "", "market_cap_usd": 212835739.0, "current_price": 0.705, "rating": "undervalued", "cagr_5y_percent": 31.38, "buy_below_5y": 1.22, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.328044555706, "ai_second_order_score": 88.5, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 31.4%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "ALLCARGO.NS", "name": "Allcargo Logistics Limited", "sector": "", "industry": "", "market_cap_usd": 152183228.0, "current_price": 9.73, "rating": "undervalued", "cagr_5y_percent": 33.71, "buy_below_5y": 18.45, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.1823667918011, "ai_second_order_score": 88.5, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 33.7%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "8463.TW", "name": "Ruentex Materials Co.,Ltd.", "sector": "", "industry": "", "market_cap_usd": 105764357.0, "current_price": 22.4, "rating": "undervalued", "cagr_5y_percent": 30.12, "buy_below_5y": 37.06, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.02433933342445, "ai_second_order_score": 88.5, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 30.1%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "900939.SS", "name": "Shanghai Huili Building Materials Co., Ltd.", "sector": "", "industry": "", "market_cap_usd": 103636496.0, "current_price": 0.555, "rating": "undervalued", "cagr_5y_percent": 30.62, "buy_below_5y": 0.94, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.0155127208558, "ai_second_order_score": 88.5, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 30.6%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Physical scarcity / real assets / permits", "ticker": "BRE.TO", "name": "Bridgemarq Real Estate Services Inc.", "sector": "", "industry": "", "market_cap_usd": 98568218.0, "current_price": 14.03, "rating": "undervalued", "cagr_5y_percent": 30.6, "buy_below_5y": 23.64, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 407.99373690508077, "ai_second_order_score": 88.5, "reasons": "physical scarcity/permits/logistics/real assets; deterministic undervalued; 5Y CAGR 30.6%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" } ], "Human leisure / experiences": [ { "bucket": "Human leisure / experiences", "ticker": "SAMHI.NS", "name": "SAMHI Hotels Limited", "sector": "", "industry": "", "market_cap_usd": 364364431.0, "current_price": 160.2, "rating": "undervalued", "cagr_5y_percent": 34.99, "buy_below_5y": 318.49, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.56153597484763, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 35.0%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "DIN", "name": "Dine Brands Global, Inc.", "sector": "Consumer Discretionary", "industry": "Restaurants", "market_cap_usd": 362428544.0, "current_price": 28.15, "rating": "undervalued", "cagr_5y_percent": 30.22, "buy_below_5y": 47.61, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.55922239434005, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 30.2%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "WEYS", "name": "Weyco Group, Inc.", "sector": "Consumer Staples", "industry": "Apparel", "market_cap_usd": 314434752.0, "current_price": 31.8, "rating": "undervalued", "cagr_5y_percent": 31.38, "buy_below_5y": 56.23, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.4975305391732, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 31.4%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "HOTEL.MX", "name": "Grupo Hotelero Santa Fe, S.A.B. de C.V.", "sector": "", "industry": "", "market_cap_usd": 205376817.0, "current_price": 5.0, "rating": "undervalued", "cagr_5y_percent": 31.05, "buy_below_5y": 8.57, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.3125514187296, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 31.1%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "WSG.ST", "name": "WS WeSports Group AB", "sector": "", "industry": "", "market_cap_usd": 177953115.0, "current_price": 63.0, "rating": "undervalued", "cagr_5y_percent": 34.64, "buy_below_5y": 123.62, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.25030559456224, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 34.6%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "SGC", "name": "Superior Group of Companies, Inc.", "sector": "Consumer Discretionary", "industry": "Apparel", "market_cap_usd": 177151408.0, "current_price": 11.67, "rating": "undervalued", "cagr_5y_percent": 30.2, "buy_below_5y": 19.72, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 408.24834460845693, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 30.2%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "6819.T", "name": "Izu Shaboten Resort Co.,Ltd", "sector": "", "industry": "", "market_cap_usd": 55445762.0, "current_price": 471.0, "rating": "undervalued", "cagr_5y_percent": 31.59, "buy_below_5y": 824.1, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 407.7438683564301, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 31.6%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "DIS", "name": "The Walt Disney Company", "sector": "Consumer Discretionary", "industry": "Services-Misc. Amusement & Recreation", "market_cap_usd": 183795187712.0, "current_price": 100.735, "rating": "undervalued", "cagr_5y_percent": 31.18, "buy_below_5y": 176.22, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 211.2643341361171, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 31.2%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "2020.HK", "name": "ANTA Sports Products Limited", "sector": "", "industry": "", "market_cap_usd": 28689049898.0, "current_price": 78.2, "rating": "undervalued", "cagr_5y_percent": 32.17, "buy_below_5y": 139.87, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 210.45771616585185, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 32.2%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "0027.HK", "name": "Galaxy Entertainment Group Limited", "sector": "", "industry": "", "market_cap_usd": 18530319948.0, "current_price": 32.4, "rating": "undervalued", "cagr_5y_percent": 30.94, "buy_below_5y": 55.31, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 210.2678829179941, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 30.9%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "DKNG", "name": "DraftKings Inc.", "sector": "Consumer Discretionary", "industry": "Services-Misc. Amusement & Recreation", "market_cap_usd": 11560722432.0, "current_price": 23.855, "rating": "undervalued", "cagr_5y_percent": 32.09, "buy_below_5y": 42.8, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 210.06298497408693, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 32.1%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "WH", "name": "Wyndham Hotels & Resorts, Inc.", "sector": "Consumer Discretionary", "industry": "Hotels/Resorts", "market_cap_usd": 6115613184.0, "current_price": 80.38, "rating": "undervalued", "cagr_5y_percent": 31.67, "buy_below_5y": 143.71, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 209.78644000823684, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 31.7%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "ASO", "name": "Academy Sports and Outdoors, Inc.", "sector": "Consumer Discretionary", "industry": "Other Specialty Stores", "market_cap_usd": 3537626112.0, "current_price": 52.01, "rating": "undervalued", "cagr_5y_percent": 32.38, "buy_below_5y": 94.92, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 209.54871193087, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 32.4%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "CNK", "name": "Cinemark Holdings, Inc.", "sector": "Consumer Discretionary", "industry": "Movies/Entertainment", "market_cap_usd": 3448009216.0, "current_price": 27.0, "rating": "undervalued", "cagr_5y_percent": 31.95, "buy_below_5y": 48.78, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 209.5375684179568, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 31.9%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" }, { "bucket": "Human leisure / experiences", "ticker": "ZGN", "name": "Ermenegildo Zegna N.V.", "sector": "Consumer Discretionary", "industry": "Apparel", "market_cap_usd": 3251074048.0, "current_price": 12.12, "rating": "undervalued", "cagr_5y_percent": 33.43, "buy_below_5y": 22.73, "data_quality_gate": "review_fallback_or_source_warnings_before_gpt55", "llm_status": "blocked_data_quality", "priority_score": 209.5120268613053, "ai_second_order_score": 88.5, "reasons": "leisure/experience/time-use beneficiary; deterministic undervalued; 5Y CAGR 33.4%; data quality review", "next_action": "fix_or_verify_data_quality_before_llm" } ] }, "summary_md": "/home/manolo/stock-analyzer/data/research/ai_second_order_portfolio/20260522_201409_ai_second_order_summary.md" }