Live Ratings
See What the Compass Reveals
Filter by mega-theme. Every score is transparent and auditable.
Microsoft Corporation
Cloud and AI platform leader with Azure, Copilot, and OpenAI partnership.
Oracle Corporation
Cloud infrastructure provider with OCI GPU clusters for AI training.
Garmin Ltd.
GPS navigation and wearable technology with aviation and marine divisions.
Broadcom Inc.
Custom AI accelerator (ASIC) designer with VMware cloud software.
Arista Networks
High-speed networking backbone for hyperscale data centers.
iShares Semiconductor ETF
ETF providing broad exposure to the US semiconductor industry powering AI.
First Solar
US-based thin-film solar panel manufacturer with vertically integrated supply chain.
Alnylam Pharmaceuticals
RNA interference therapeutics leader with approved treatments for rare diseases.
How It Works
Intelligence, Not Guesswork
182+ Assets Rated
Every asset scored 1–100 blending quantitative metrics (growth, valuation, momentum) with qualitative factors (moat, catalysts, theme purity).
6 Mega-Themes
AI, Clean Energy, Biotech, Space & Defense, Fintech & Emerging Markets, Commodities. Navigate sectors at a glance.
Quant + Qual Scoring
Each score reflects real-world catalysts, competitive moats, and market positioning. Transparent breakdowns you can audit.
Expert Research & AI Analysis
The Compass Points the Way. Our Gurus Show You How.
Ratings tell you what to watch. Expert research tells you why and when. Combine Compass intelligence with world-class analysis and AI-powered insights for a complete edge.
Marcus Webb
Deep Value Architect
Former institutional PM who finds asymmetric opportunities in misunderstood balance sheets. 15+ years uncovering value where others see chaos.
Latest: The Hidden Optionality in Japanese Regional Banks
Sarah Chen
The Macro Strategist
Synthesizes global macro currents into actionable sector rotations. Her frameworks connect central bank policy to your portfolio positioning.
Latest: Why the Copper-Gold Ratio Signals a Regime Change
Diego Navarro
Growth Compounder
Identifies compounding machines early. Blends quantitative screening with deep qualitative moats analysis to find the next decade's winners.
Latest: Three SaaS Compounders Trading Below Intrinsic Growth
Our Promise
Built on Trust, Not Hype
Full Track Records
Every idea is time-stamped and tracked. No cherry-picking. No survivorship bias.
Aligned Incentives
Gurus succeed when subscribers succeed. Performance-based compensation, not clickbait.
Editorial Independence
No conflicts from banking relationships. No advertiser pressure. Just rigorous research.
182+
Rated Assets
6
Mega-Themes
100%
Score Transparency
24/7
Updated Ratings