Growth at a reasonable price · research, not recommendations

We do the work.You do the thinking.

You don't want a tip. You want to understand the business you're about to own — and decide for yourself. GARPify makes that possible: the heavy lifting done, the reasoning laid bare, the judgment left where it belongs. You see where earnings actually grow, you get only the companies worth your time, and you learn to read a business the way the great investors did. Then you decide — with conviction, on your own terms.

Launching September 2026 · Built for Canadian and U.S. investors
Every figure traces to a source you can check No ratings · No price targets · No hype Funded by readers, not advertisers
Why GARPify exists

You're deciding on a sliver of the picture.

Here's the quiet truth about how most investment decisions actually get made: on a fraction of what's knowable. Not because you're careless — because gathering the whole picture is genuinely hard. The numbers that matter are scattered across filings, screeners, and a dozen browser tabs; pulling them together, checking them, and lining them up takes hours you don't have.

So you do what any sensible person does under time pressure — you simplify. You glance at the price, maybe a chart, a headline or two, and you decide. But price, on its own, is the most misleading number there is. It blends two very different forces — the company's actual earnings and the mood the market has layered on top — and it won't tell you which one is doing the work. A stock can climb because the business genuinely improved, or simply because the crowd grew more excited. Those aren't the same thing, and price alone can't separate them.

That's the gap GARPify closes. The gathering is done for you — every number that matters, pulled from primary and reliable sources and laid out in one place — so the decision you make is made on the whole picture, not just the nearest one.

“Price is what you pay. Value is what you get.”— Warren Buffett
Where your time should go

It starts with a theme.

You've been told the market is a guessing game. Over years, it isn't — share prices follow earnings. And the biggest, most durable earnings growth rides the great shifts reshaping the economy. So GARPify points you there first, at the tailwind rather than the ticker, so the hours you spend land where the growth actually is.

The method has a shape, and it runs the same way every time. It starts with a theme — a durable, secular trend with years of earnings growth still ahead of it, not a passing fad. Inside it live the compounders: companies with a real track record of growing their earnings, year after year. Then price — the discipline that separates GARP from growth-at-any-price. Not every good company is cheap, and prices swing with sentiment, so we show you where each one sits in that cycle: a bargain, fairly valued, or riding a premium. And finally, the part that matters most — and it's yours. We don't tell you what to buy; we hand you the evidence and the framework, and whether today's price is right for you is your decision to make.

ThemeCompoundersPrice & sentimentYour decision
A sample of the themes we're covering — with more always in the works
Data Centre Boom ≈ $450B on AI infrastructure in 2026 alone The largest capital-spending boom in history — and NVDA, TSM, AVGO, FIX and ETN sit right underneath it, turning that spend into earnings.
Robots in the OR ~$13B today → ~$45B by 2035 Robotic surgery is still early, and most eligible procedures still aren't done this way. ISRG, SYK and GMED place the systems — and earn recurring revenue behind every one.
Toll Booths of Finance $18T+ benchmarked to MSCI's indexes alone The ratings, indexes and data the whole market runs on — controlled by SPGI, MCO and MSCI, priced like subscriptions and collected as markets grow.
Quiet Monopolies ~$160B+ North American waste market a year Essential in good times and bad. WM, RSG and WCN own the routes and the landfills market by market — pricing power above inflation, remarkably steady earnings.
Value Retail $85B+ in annual off-price sales — and growing Off-price wins both ways — bargain-hunting when times are good, trade-down when they aren't. TJX, ROST and BURL keep taking share as department stores fade.
Aftermarket Aristocrats ~$96B commercial aftermarket a year A jet flies for decades and needs proprietary parts every year. HEI, TDG and HWM own that recurring, high-margin stream long after the original sale.

Don't buy a company on three lines like these. Do the homework — read the theme report and the company reports behind it, then decide for yourself.

Market figures are third-party estimates, shown for context. Companies named are subjects of our research — not recommendations.

Curated, not comprehensive

The skill is knowing what to ignore.

Start with an uncomfortable fact the industry rarely says out loud: most public companies aren't worth owning. There are thousands of them across the North American exchanges, and over any given decade the great majority will quietly disappoint you — ordinary businesses, fading moats, earnings that never quite compound.

The financial world is built on coverage: an opinion on everything, a page for every ticker. GARPify is built on the opposite instinct. We begin with the whole list — and then we spend most of our effort deciding what to throw away.

A company earns a place only if it has a real track record of compounding earnings; only if the quality is real — returns on capital, durable margins, a moat you can name; and only if every figure we'd publish reconciles to the company's own filings. Fail any one of those, and it's out. Most fail. That's the point.

Thousands of North American public companies
Screened for a track record of compounding earnings
Filtered for quality — returns on capital, margins, a real moat
Verified — every figure reconciles to a primary filing, or it's out
Covered — the focused shortlist that earns its place

So the short list that reaches you isn't everything — it's the handful worth your time. You never wade through the noise; every company you open has already earned its place. A hundred businesses you can believe in, not five thousand you'll never read.

What it means for you

Companies, not tickers. Your judgment, not our tips.

Most of what crosses the tape is noise. Here you learn to tune it out — and to weigh a business the way its owner would.

01

You own a business, not a ticker

So you'll see how the company actually makes money, how durable that is, and what could break it — because you can't hold a business through a rough patch you never understood in the first place.

02

The decision is always yours

No rating to follow blindly. You get the evidence and the reasoning, so your decision fits what you know, what you can risk, and what you're building toward — and you're never hostage to someone else's opinion.

03

You never take our word for it

Every figure traces to a source you can open yourself — YCharts and the company's own filings (SEC EDGAR and SEDAR+). Check anything you like. We'd rather you verify than believe.

The horizon

You're a part-owner, not a day-trader.

Somewhere along the way, investing turned into trading. Most services now live in the next tick — buy this morning, sell by Friday, chase every headline. It's exhausting, it rarely works, and it has almost nothing to do with owning a good business.

GARPify is built for the opposite. You'll find companies run by leadership teams worth backing — operators with skin in the game and a track record of building real value — and you'll think in years, not weeks. Own a business this way and you stand alongside its management: you let a good company compound while the people running it do the hard work of making it better.

That isn't a gimmick or a strategy of the moment. It's the way investing was always supposed to be — patient, informed, and on the same side as the people actually creating the value.

“The big money is not in the buying and selling, but in the waiting.”— Charlie Munger
How the great ones actually win

Investing is allocation.

Ask anyone who has genuinely built wealth in the market, and it comes down to one discipline: allocation. Not timing. Not chasing whatever's hot this quarter. Deciding — deliberately — to put your capital behind a few great businesses run by proven leaders, and then giving them the room and the time to compound.

The hot name of the moment is noise. Where you allocate your capital, and how patiently you hold it, is the whole game — and it always has been.

“It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”— Warren Buffett
The four-factor lens

A framework built on expert process

The same four questions, asked of every company — so you can compare a business against its peers, its own history, and your own standards.

Quality

Is it a good business?

Returns on capital, margins, and the durability of the moat that protects them.

Growth

Where is it on the curve?

Revenue and earnings growth — the "G" the price has to be reasonable against.

Sentiment

What is the crowd paying?

The multiple the market is willing to pay, and where that sits versus history.

Price discipline

Is it reasonable?

The price/earnings-to-growth ratio and the multiple against the company's own long-run average — the "RP" in GARP.

The other half of the job

Great investing is as much about what you avoid.

Finding a wonderful business is only part of it. Sidestepping the wrong one matters just as much — because a single blow-up can undo years of good decisions. The fading moat, the stretched balance sheet, the story that doesn't survive a hard look: those are what quietly destroy returns.

So every report inverts the question the way Charlie Munger taught — before you weigh what could go right, you study how you might lose. The bear case gets the same care as the bull, and you see both before you decide.

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”— Charlie Munger
This is an education

Learn to invest like the greats — on real companies, not textbook cases.

The framework isn't ours alone. It distills the process of the investors who proved it works — and puts it in your hands, applied to real businesses with current data you can verify.

Stand on the shoulders of the greats

Warren Buffett and Charlie Munger on quality, moats, and thinking clearly. Peter Lynch on understanding what you own. Jim Collins on what makes great companies endure. Howard Marks on cycles and the price the crowd is paying. Their books and teachings shaped every factor in the GARPify lens — so when you read a report, you're practising a method these investors spent their careers proving out.

BuffettMungerLynchCollinsMarks
Named for the ideas that shaped our framework. None is affiliated with GARPify or has reviewed this material — the references are educational, not endorsements.

Judgment, practised on the real thing

You don't build investing judgment by memorizing rules — you build it by using them. Every GARPify report walks the same disciplined path and asks you to score the company at each step, against its own reported numbers, on a business that actually trades today. Not a case study from 1998. A real company, right now.

Do that a few dozen times and something changes. You stop reaching for tips. You start reading a business the way an owner does. You haven't just bought research — you've become a better investor.

"The future cannot be predicted; it can only be prepared for. And preparation isn't a hot tip — it's work. Gathering the data. Organizing it. Reading it against a framework that has held up over time. That work is what GARPify does — so you can do the one thing no report can do for you: weigh a company against your own goals."
— From the GARPify research standard
Inside every report

One company, seen from every angle

A GARPify company report walks the same disciplined path each time — and asks you to score the business yourself at every step.

The Story — what you'd actually own Earnings — real growth or engineering? Financial Strength Sentiment — cycles of love and fear Valuation — price against growth Leadership — can this team deliver? Risk — how you might lose Technicals — the trend What's Changed this quarter 3-Year Calculator — set your own targets
Simple pricing

The weekly is free — and it's the best way in.

Start with the newsletter: no cost, no card. Upgrade to the full research only when you want the depth.

Start here
GARPify Weekly
Free
The compounder's lens, in your inbox every week.
  • The weekly newsletter — what moved, and why it matters
  • Themes, the watchlist, and the reasoning behind them
  • A taste of the full research
  • No card required, ever
Sign up free
Coming soon
Full Research
Coming soon
Every company report, every theme, in full.
  • The complete company reports
  • All theme deep-dives
  • The interactive tools and calculators
  • Everything, one subscription
Get early access