Screen stocks the Charlie Munger way
Munger looks for businesses so dominant that competition cannot erode their position. He pays up for quality and holds forever.
How this screen is built
Every result passes all filters
This screen applies all criteria simultaneously across 100,000+ stocks. Every result must pass all filters — not just one or two.
Sustained CROIC Above 30%
Munger does not just want high returns — he wants them to persist for decades. CROIC above 30% sustained over many years is the clearest signal of a genuine competitive moat that competitors cannot replicate.
Wide Operating Margins Above 25%
Pricing power is Munger's obsession. Margins above 25% prove a business can charge more than it costs — the hallmark of a company nobody can afford to replace or compete with on price.
Exceptional Quality Score Above 80%
Munger synthesises many dimensions of quality. A composite quality score above 80% captures profitability, financial strength, and consistency simultaneously — the full picture, not a single metric.
Low Debt — Buy Once, Hold Forever
Munger holds forever. That requires a balance sheet that can survive recessions, rate cycles, and pandemics without distress. Debt ratio below 30% is a hard requirement, not a preference.
What Swalex adds on top
5-year net owner return to confirm the business has actually rewarded shareholders over time — not just on paper, but in real cash returned. Munger called this the ultimate test of management integrity.
Last screen results
What the Charlie Munger screen surfaced
Results based on latest available data. Run the live screen for current results.
| Ticker | Name | Country | Quality | CROIC | EBIT Margin | Owner Return 5y | Debt Ratio |
|---|---|---|---|---|---|---|---|
| 3923.T | Rakus Co | Japan | 91% | 100% | 29% | 27% | 29% |
| 688188.SS | Shanghai Friendess | China | 89% | 130% | 58% | 15% | 6% |
| CPRX | Catalyst Pharmaceuticals | USA | 89% | 101% | 50% | 32% | 12% |
| 6532.T | BayCurrent Consulting | Japan | 89% | 93% | 34% | 35% | 26% |
| ARYT.TA | Aryt Industries | Israel | 88% | 608% | 62% | 69% | 14% |
| PME.AX | ProMedicus | Australia | 88% | 97% | 75% | 49% | 27% |
| 300394.SZ | Suzhou TFC Optical | China | 87% | 90% | 45% | 13% | 14% |
| PLTR | Palantir | USA | 87% | 520% | 44% | 27% | 16% |
| 603444.SS | G-bits Network | China | 87% | 80% | 41% | 15% | 22% |
| EVO.ST | Evolution AB | Sweden | 85% | 33% | 59% | 11% | 26% |
This screen is inspired by publicly known investment principles attributed to Charlie Munger. Not affiliated with or endorsed by the estate of Charlie Munger or Berkshire Hathaway. Not investment advice.