SNOWBALLHARE PLAYBOOK
SnowballHare Charlie Munger-Inspired Quality Compounder Score
Scoring inputs
| Moat durability | 25% |
|---|---|
| Returns on capital | 20% |
| Pricing power | 15% |
| Reinvestment runway | 15% |
| Management and allocation | 15% |
| Valuation discipline | 10% |
Score bands
- 85–100: Compounder candidate
- 70–84: Quality watchlist
- 50–69: Admired but expensive
- 0–49: Not a Munger-style setup
The score prioritizes research; it is not a price target or recommendation.
Hard invalidation
- Moat evidence deteriorates.
- Incremental ROIC falls below the cost of capital.
- Pricing gains cause unacceptable churn or volume loss.
- Management incentives destroy per-share value.
- Price requires implausible growth or duration.