Allwinner Technology Co.,Ltd.

A top-tier grower. Revenue and profit are compounding together at an elite rate. A core holding profile for growth and quality-growth strategies. The strongest point: revenue grew 23%/yr over the last 3 years, ahead of 80% of companies worldwide.

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the one-year trend is weak.

A premium price for a high-quality, fast-growing business. Multiples screen expensive, but quality (73/100) and growth (94/100) rank near the top of the market. This is a pay-up-for-the-business profile, not a broken one — better suited to growth or quality mandates than pure value. The strongest point: its current P/E of 42x is 53% below its own 89x historical median P/E. The one thing to watch: the valuation leaves little margin of safety, so it leans on growth and quality to deliver.

A genuinely high-quality business. Profitability and capital efficiency rank well above the market. A solid quality holding, with one or two softer spots to watch. The strongest point: best on net margin at 19%, better than 70% of companies worldwide. The one thing to watch: free cash flow is negative.