The Investing Playbook Vol. 2

A systematic guide to top-ranked ideas across global markets

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.

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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

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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.

This report includes dashboards of the top 20 ranked leaders across 9 strategies in the S&P 500 and US Midcaps.

You can explore full stock rankings by strategy in the Excel file 📂 Strategy Playbook in the Bastion Terminal. To view rankings for individual companies, use 📂 Stock Dashboards.

There, you can filter by region, country, or sector and view rankings beyond the top 100. The Bastion universe currently covers about 3,500 companies worldwide.

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💡 Next: Explore the current leaders for each strategy.

1. 🏆 GEAR+: 5 Factor Strategy

1.1 🇺🇸💼 S&P 500: Top-Rated GEAR+ Strategy Stocks

Key Statistics

1.2 🇺🇸🪙 US MidCaps: Top-Rated GEAR+ Strategy Stocks