Buffett said investing was a simple comparison of the company’s value compared to the stock price. Yet, like sports teams, value is predicated on the coach and players. Shockingly, in my experience at a top-tier hedge fund and as a portfolio manager of a mutual fund, we don’t have a consistent and reliable quantitative approach to value leadership. Charlie’s Almanack provides standardized evaluations with detailed comparisons to competitors, staff, and the market that improve our models and investing strategies.