Strategy Playbook Vol.1

A tool for generating actionable investment ideas

Aug 18, 2025

∙ Paid

The Bastion Strategy Playbook delivers stock rankings across 9 fundamental strategies, over 30 interactive dashboards, and fresh weekly data. Its goal is to help generate investment ideas and provide deeper insight into market trends. The Playbook is designed for both professional analysts and private investors.

What’s Inside?

In this report, you’ll find dashboards with the top 20 leaders across different strategies among US companies. Rankings are presented separately for the S&P 500 and for US midcaps (market cap > $2 billion, not included in the S&P 500).
In the Strategy Playbook Excel file, you can filter and sort 3,500 global stocks by country, sector, or custom criteria, and explore rankings across the full universe beyond the top 20.

Strategies Covered

1 🏆 GEAR+ — multi-factor model (Growth, Quality, Value, Momentum, Antifragility)
2 📈 Growth — revenue and earnings leaders
3 🥇 Quality — highly profitable, resilient businesses
4 💰 Value — low-multiple stocks with strong free cash flow
5 🚀 Momentum — the hottest market ideas right now
6 🛡 Antifragility — low-volatility, stress-resistant companies
7 🥇📈 Quality + Growth — efficient businesses with fast growth
8 💰🚀 Value + Momentum — low-multiple stocks gaining increasing market interest
9 📈🚀 Growth + Momentum — dynamic stocks for trend-following strategies

Each strategy is built on 7 key metrics. Every metric receives a score from 1 to 10 with an assigned weight, and the final composite score shows how well a stock fits the strategy’s style.

🏆 Key Strategy: GEAR+ (5 Factor Strategy)

GEAR+ combines Growth, Quality, Value, Momentum, and Antifragility. It is Bastion’s flagship multi-factor filter. The higher the ranking, the closer a company is to the ideal: a high-quality, efficient business at a reasonable price, supported by positive market sentiment.

Why So Many Strategies?

Single-factor analysis rarely gives a complete picture. To make sound investment decisions, you need to look at the market from different angles. Opportunities can appear both among fast-growing companies and among “boring” undervalued names. Bastion dashboards highlight where the market’s attention is right now, which companies are suitable for reliable long-term investing, and which ones offer speculative upside.

Data and Forecasts

All data is aggregated from various public and non-public sources and processed through Bastion’s AI system to build a unified database. Forecasts are based on analyst consensus estimates, but the final scores are generated by Bastion’s proprietary models.

💡 Next: Explore the current leaders for each strategy.