Core Viewpoint - The article emphasizes the importance of growth and performance in stock selection, particularly within the O'Malley system, which sets strict revenue and profit growth conditions to identify potential investment opportunities [1]. Group 1: Stock Selection Criteria - The O'Malley system focuses on growth spillover, highlighting the need for continuous revenue and profit growth, especially from 2023 to 2025, to identify stocks like Yizhongtian [1]. - During bullish markets, stocks with less impressive performance may still see price increases, suggesting that ignoring such stocks may not be reasonable [1]. - The analysis indicates that traditional trend types remain highly correlated with performance, while volume trend types show low correlation, necessitating a more flexible approach to fundamental conditions for stock selection [1]. Group 2: Stock Screening Methodology - Two angles for designing fundamental pre-selection conditions are proposed: allowing for some growth without the stringent requirements of O'Neil and Mark [1]. - The first screening method requires TTM annual growth and quarterly growth, with specific thresholds for revenue and net profit increases [2]. - The second screening method focuses on consecutive quarters of high growth or a sudden spike in growth, with defined criteria for revenue and non-GAAP profit increases [4][5]. Group 3: ROE-Based Stock Selection - A stringent ROE-based stock selection formula is introduced, requiring a minimum ROE of 15% for three consecutive years and the most recent TTM year [6]. - This ROE criterion is designed to yield a highly focused selection of stocks, potentially narrowing down to just over a hundred candidates [6].

Core Viewpoint - The article discusses a stock selection formula that accumulates revenue and net profit over three consecutive quarters to identify stocks with positive growth, aiming to create a pre-selection pool that includes about 25% of all market stocks [1]. Group 1: Stock Selection Formula - The proposed formula accumulates revenue and net profit over three quarters and calculates year-on-year growth rates, providing threshold conditions for selection [1]. - This pre-selection pool formula differs significantly from the "three-quarter earnings growth anchor" formula, which requires high growth rates for each quarter, resulting in fewer selected stocks [1]. - The author emphasizes the flexibility of the formula, allowing for adjustments based on individual understanding and market conditions, as there are no absolute right or wrong methods in stock selection [4]. Group 2: Stock Selection Strategies - The company employs various stock selection strategies, including using the pre-selection pool, conducting a comprehensive market search, or adding specific industry sectors based on needs and objectives [2]. - The article highlights that bottom-up stock selection is primarily to validate industry Relative Strength Ratio (RSR), and it can also be used to rank individual stocks within an industry pool [3]. - The author encourages discussion and exploration of different stock selection methods rather than rigidly adhering to a single formula [3]. Group 3: Additional Stock Selection Techniques - The article mentions that if using strong filtering formulas, such as volume-based selection or breakout strategies, there may be no need for a pre-selection pool [5]. - It suggests that if the stock selection results in too many candidates, additional conditions can be applied to narrow down the choices effectively [5].

Group 1 - The core idea of the article is that regardless of the method used, the final selection is only a few exceptional companies, and each method has its unique anchor [1] - The article discusses the four main lines of the 9.24 market, their development, and current status, focusing on the levels and diffusion of anchors [1] - It emphasizes the relationship between anchors and performance growth in the 9.24 market, using A-share examples to illustrate the qualitative and quantitative conclusions regarding super trend stocks [1] Group 2 - The article presents a stock selection formula based on previous discussions, integrating quantitative descriptions from notable investment literature [1] - It introduces the RSR (Relative Strength Ratio) as a foundational tool for stock selection, with a complete tutorial provided for its setup [2] - The article mentions an optimized stock selection formula that significantly reduces the number of selected stocks to focus on finding "anchors" [2] Group 3 - The article outlines a pre-selection stock pool with three formulas, where the second formula can be used specifically for growth stock selection [2] - It highlights the importance of combining the pre-selection stock pool with pivot point selection formulas for more flexible stock selection strategies [2] - The article provides a list of 59 selected stocks based on the new anchor-seeking formula, indicating that fewer stocks are selected during market downturns [2] Group 4 - The article includes a paid source code for the selection formula, aimed at filtering out those who do not understand the methodology, emphasizing the need for professional financial data support [3]