<![CDATA[CompoundingAlpha: Scorecards]]>https://compoundingalpha.substack.com/s/scorecardshttps://substackcdn.com/image/fetch/$s_!F8Gr!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5f9fd99c-41fa-4be4-90db-542f3464f696_96x96.pngCompoundingAlpha: Scorecardshttps://compoundingalpha.substack.com/s/scorecardsSubstackThu, 09 Jul 2026 04:16:43 GMT<![CDATA[Compounding Alpha Scorecard: FTAI Aviation (FTAI)]]>https://compoundingalpha.substack.com/p/compounding-alpha-scorecard-ftaihttps://compoundingalpha.substack.com/p/compounding-alpha-scorecard-ftaiMon, 06 Jul 2026 22:18:31 GMTAn absolute standout on growth and moat profile, FTAI Aviation (FTAI) is executing beautifully on a highly disruptive aerospace playbook. By combining a high-margin aircraft leasing business with an innovative, proprietary engine maintenance program, they are fundamentally altering the economics of the commercial aviation aftermarket.

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]]><![CDATA[Compounding Alpha Scorecard: Toast (TOST)]]>https://compoundingalpha.substack.com/p/compounding-alpha-scorecard-toasthttps://compoundingalpha.substack.com/p/compounding-alpha-scorecard-toastTue, 30 Jun 2026 23:42:41 GMTToast (TOST) represents a highly dynamic cloud vertical SaaS player that has successfully captured the operating system of the restaurant industry. This scorecard maps out a business with exceptional balance sheet strength, top-tier management execution, and strong growth prospects, balanced by areas that are currently stabilizing.

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]]><![CDATA[Compounding Alpha Scorecard: Blue Bird (BLBD)]]>https://compoundingalpha.substack.com/p/compounding-alpha-scorecard-bluehttps://compoundingalpha.substack.com/p/compounding-alpha-scorecard-blueThu, 25 Jun 2026 22:21:52 GMT

The Scorecard Breakdown

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]]><![CDATA[Compounding Alpha Scorecard: Loar Holdings (LOAR)]]>https://compoundingalpha.substack.com/p/compounding-alpha-scorecard-loarhttps://compoundingalpha.substack.com/p/compounding-alpha-scorecard-loarThu, 25 Jun 2026 16:09:37 GMT Loar Holdings Compounding Alpha Scorecard

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]]><![CDATA[ASML Scorecard]]>https://compoundingalpha.substack.com/p/asml-scorecardhttps://compoundingalpha.substack.com/p/asml-scorecardFri, 27 Mar 2026 09:11:17 GMTCompounding Alpha Scorecard: ASML (ASML)

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]]><![CDATA[GitLab (GTLB) Scorecard]]>https://compoundingalpha.substack.com/p/gitlab-gtlb-scorecardhttps://compoundingalpha.substack.com/p/gitlab-gtlb-scorecardThu, 26 Mar 2026 23:59:31 GMTCompounding Alpha Scorecard: GitLab (GTLB)

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]]><![CDATA[Uber Scorecard]]>https://compoundingalpha.substack.com/p/uber-scorecardhttps://compoundingalpha.substack.com/p/uber-scorecardThu, 26 Mar 2026 23:52:06 GMTCompounding Alpha Scorecard: Uber (UBER)

The Scorecard Breakdown

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]]><![CDATA[S&P Global (SPGI) Scorecard]]>https://compoundingalpha.substack.com/p/s-and-p-global-spgi-scorecardhttps://compoundingalpha.substack.com/p/s-and-p-global-spgi-scorecardThu, 26 Mar 2026 23:45:43 GMTCompounding Alpha Scorecard: S&P Global (SPGI)

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]]><![CDATA[Axon Enterprise (Axon) scorecard]]>https://compoundingalpha.substack.com/p/axon-enterprise-axon-scorecardhttps://compoundingalpha.substack.com/p/axon-enterprise-axon-scorecardThu, 26 Mar 2026 23:35:42 GMTCompounding Alpha Scorecard: Axon Enterprise (AXON)

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]]><![CDATA[Take-Two Scorecard]]>https://compoundingalpha.substack.com/p/take-two-scorecardhttps://compoundingalpha.substack.com/p/take-two-scorecardThu, 26 Mar 2026 15:23:10 GMTCompounding Alpha Scorecard: Take-Two Interactive (TTWO)

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]]><![CDATA[Cellebrite (CLBT) Scorecard]]>https://compoundingalpha.substack.com/p/cellebrite-clbt-scorecardhttps://compoundingalpha.substack.com/p/cellebrite-clbt-scorecardThu, 26 Mar 2026 15:10:24 GMTCompounding Alpha Scorecard: Cellebrite (CLBT)

Growth Potential - 8

Driven by a 19% ARR growth target for 2026 and the launch of Genesis AI and Guardian Investigate. Additionally the upcoming federal approval of their products is a massive growth driver.

Profitability - 6.5

While gross margins are elite (84%), net margins at (~16%) reflect the company just …

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