I look at thousands of companies every week.

I say no to 99% of them.
Here is the exact 5 point filter.
All 5 must pass.
1. EPS growing up & to the right.
2. Stock at or below intrinsic value.
3. Real moat competitors can not copy.
4. Genuine pricing power.
5. Macro thesis is clean.
One fails & I wait.
No FOMO. No chasing. No exceptions.
Apple could charge $2,000 for an iPhone.
People pay it.
That is pricing power.
That is what I want behind my sold puts.