Update Plan B dataset (2026-11-05)

README.md

@@ -83,13 +83,13 @@ Plan B follows a strict Graham–Klarman–Buffett deep-value discipline. Financ
 
 ### 1. Hard Quantitative Screen (`Cheap + Safe + Hated`)
 A company must pass **all three** pillars simultaneously:
-- **Cheap:** $\text{P/E} \le 12$, **or** $\text{EV/EBIT} \le 8$, **or** trading below Net Current Asset Value ($\text{NCAV} / \text{Market Cap} \ge 1.0$, a classic Benjamin Graham net-net).
-- **Safe:** Positive stockholders' equity, current ratio $\ge 1.2$, total liabilities $\le 2.0\times$ equity (or net cash position), 3-year share dilution $\le 25\%$, and positive operating cash flow if net income is negative.
-- **Hated:** Share price down at least **$40\%$** from its 3-year weekly high ($\text{dd\_3y} \le -0.40$), with market cap $\ge \$50\text{M}$ and share price $\ge \$1.00$.
+- **Cheap:** P/E ≤ 12, **or** EV/EBIT ≤ 8, **or** trading below Net Current Asset Value (`NCAV / Market Cap ≥ 1.0`, a classic Benjamin Graham net-net).
+- **Safe:** Positive stockholders' equity, current ratio ≥ 1.2, total liabilities ≤ 2.0× equity (or net cash position), 3-year share dilution ≤ 25%, and positive operating cash flow if net income is negative.
+- **Hated:** Share price down at least **40%** from its 3-year weekly high (`dd_3y ≤ -0.40`), with market cap ≥ $50M and share price ≥ $1.00.
 
 ### 2. Composite Score (`0–100`)
-- **Base Weighting:** $40\%$ **Cheap** (`cheap_score`) + $30\%$ **Safe** (`safe_score`) + $30\%$ **Hated** (`hated_score`, blending price drawdown and headline negativity `news_neg`).
-- **Bonuses:** Net open-market Form 4 insider buying (up to $+12$ pts) and 3-year share count reduction via buybacks ($+4$ pts).
+- **Base Weighting:** 40% **Cheap** (`cheap_score`) + 30% **Safe** (`safe_score`) + 30% **Hated** (`hated_score`, blending price drawdown and headline negativity `news_neg`).
+- **Bonuses:** Net open-market Form 4 insider buying (up to +12 pts) and 3-year share count reduction via buybacks (+4 pts).
 - **Penalties:** Share dilution, negative free cash flow, accrual divergence (net income significantly exceeding operating cash flow or operating income), one-off profits following consecutive loss years, and high goodwill/M&A intensity.
 - **AI 10-K Adjustment:** After reading the 10-K filing, the composite score is adjusted by the AI analyst's verdict (`CONTRARIAN BUY CANDIDATE`, `WATCH`, or `AVOID`) and conviction (`0–100`).
 
@@ -141,12 +141,12 @@ print(top_ideas[["date", "ticker", "name", "score", "pe", "ev_ebit", "net_cash_p
 | `news_neg`, `hate_why` | `float`/`string` | Headline negativity score (`0.0` loved → `1.0` hated) and short explanation of market pessimism. |
 | `first_seen`, `return_since_first` | `string`/`float` | Date the ticker first entered the shortlist and cumulative price return since `first_seen`. |
 | `bonus`, `flags` | `list` / `string` | Score bonuses (e.g., insider buying, shrinking shares) and accounting/risk flags. |
-| `price`, `mcap`, `ev` | `float` | Latest share price (USD), market capitalization (USD), and enterprise value ($\text{Market Cap} + \text{Debt} - \text{Cash}$, USD). |
-| `dd_3y`, `ret_1y`, `high_3y`, `high_52w`, `low_52w`, `off_low` | `float` | Drawdown from 3-year high (`-0.75` = down $75\%$), 1-year return, 3-year/52-week highs & lows, and percentage above 52-week low. |
+| `price`, `mcap`, `ev` | `float` | Latest share price (USD), market capitalization (USD), and enterprise value (`Market Cap + Debt - Cash`, USD). |
+| `dd_3y`, `ret_1y`, `high_3y`, `high_52w`, `low_52w`, `off_low` | `float` | Drawdown from 3-year high (`-0.75` = down 75%), 1-year return, 3-year/52-week highs & lows, and percentage above 52-week low. |
 | `pe`, `ev_ebit`, `pb` | `float` | Price-to-Earnings, Enterprise Value-to-EBIT (capped at `0` when EV is negative), and Price-to-Book ratio. |
-| `earnings_yield`, `ebit_ev`, `fcf_yield`, `book_yield` | `float` | Inverse valuation yields: $\text{NI}/\text{MCap}$, $\text{EBIT}/\text{EV}$, $\text{FCF}/\text{MCap}$, and $\text{Equity}/\text{MCap}$. |
-| `ncav`, `netnet`, `net_cash`, `net_cash_pct` | `float` | Net Current Asset Value ($\text{CA} - \text{Total Liabilities}$), $\text{NCAV}/\text{MCap}$, Net Cash ($\text{Cash} - \text{Debt}$), and $\text{Net Cash}/\text{MCap}$. |
-| `current_ratio`, `liab_eq`, `fcf`, `profit_years` | `float`/`int` | Current assets / current liabilities, total liabilities / equity, free cash flow ($\text{CFO} - \text{CapEx}$), and profitable years out of the last 3 FYs (`0–3`). |
+| `earnings_yield`, `ebit_ev`, `fcf_yield`, `book_yield` | `float` | Inverse valuation yields: `NI / MCap`, `EBIT / EV`, `FCF / MCap`, and `Equity / MCap`. |
+| `ncav`, `netnet`, `net_cash`, `net_cash_pct` | `float` | Net Current Asset Value (`CA - Total Liabilities`), `NCAV / MCap`, Net Cash (`Cash - Debt`), and `Net Cash / MCap`. |
+| `current_ratio`, `liab_eq`, `fcf`, `profit_years` | `float`/`int` | Current assets / current liabilities, total liabilities / equity, free cash flow (`CFO - CapEx`), and profitable years out of the last 3 FYs (`0–3`). |
 | `share_chg_3y`, `rev_growth`, `buyback_yield`, `div_yield`, `goodwill_pct`, `acq_pct` | `float` | 3-year share count change, YoY revenue growth, buybacks/MCap, dividends/MCap, goodwill/assets, and acquisitions/assets. |
 | `period`, `fy`, `assets`, `ca`, `cl`, `cash`, `equity`, `goodwill`, `debt`, `debt_known`, `liab` | `mixed` | Raw SEC XBRL balance-sheet values (USD) and reporting period (`CY2026Q3I`, etc.). |
 | `shares`, `shares_old`, `shares_old_period` | `float`/`string` | Latest common shares outstanding and shares outstanding 3 years prior. |