Every investment must score near perfect on our proprietary system before it earns a spot in our portfolios. No exceptions. No shortcuts. This is how we’ve returned 72.2% CAGR since 2021 — by being ruthlessly selective about what makes the cut.
💡 Many of our subscribers use this system as a FREE second opinion on their own potential investments — and we’re happy to do it.
🎯 The 10 Criteria — Score Perfect or Get Out
1️⃣ Big Enough to Predict
$3B+ market cap, $100M+ revenue. Small companies can vanish overnight when financial winds shift — we saw it in 2022 when the Fed rate hike cycle bankrupted many promising small companies. We invest in companies developed enough to analyze with a high degree of probability.
2️⃣ Visionary Founders
Led by visionary founders obsessed with innovation who attract the most talented, mission-driven employees on earth. Think Elon Musk, Alex Karp, Michael Saylor, Jeff Bezos. The founder sets the ceiling for the company.
3️⃣ “Must-Have” Products & Services
Products and services the world can’t live without. Not nice-to-haves — necessities. iPhone, Amazon delivery, Tesla autonomous driving, Palantir intelligence platforms. If the world would break without it, we want to own it.
4️⃣ Hyper Growth Phase
Companies at the beginning stages of explosive sales and revenue growth, backed by fortress balance sheets. We want to catch the rocket before it leaves the launchpad — not chase it after it’s already in orbit.
5️⃣ Massive Total Addressable Market (TAM)
Huge TAMs with billions of potential customers. We invest where the ceiling is so high it’s almost impossible to see — trillion-dollar opportunities in AI, autonomous mobility, clean energy, blockchain, and genomics.
6️⃣ Impenetrable Competitive Moats
Competitive advantages so deep that rivals can’t touch them. Whether it’s proprietary technology, network effects, data advantages, or regulatory barriers — the moat must be a fortress that keeps competition away.
7️⃣ Best Risk vs. Reward Profile
We obsess over risk. Every investment must have the best risk-to-reward profile with risks we fully understand and are comfortable with. We mine the risk daily — it’s not a checklist, it’s a constant hunt. As a former broker, witnessing every kind of risk up close, true success comes from knowing and preparing for risk better than anyone.
8️⃣ Solving the Biggest Problems
“The companies that solve the biggest problems will have the largest returns long-term.” We invest in companies changing the world — AI, autonomous mobility, clean energy, blockchain finance, and genomics healthcare. The bigger the problem, the bigger the return.
9️⃣ Wall Street Doesn’t Get It (Yet)
We love companies and technologies that Wall Street doesn’t understand yet. TSLA, PLTR, Bitcoin — our edge is seeing the future before the masses through rigorous first principles research. By the time Wall Street catches on, we’re already positioned. We don’t follow the crowd; the crowd eventually follows us.
🔟 Proven Smart Money Behind It
Companies backed by the greatest investors of our generation — Cathie Wood, Peter Thiel, Ron Baron, Tom Lee. When the smartest money on Earth is at the table, we want a seat too.
🏆 The Result: 72.2% CAGR Since 2021
This scoring system is the reason our Sexy 6 portfolio has delivered:
2021: +54%
2022: -67% (we stayed the course)
2023: +174%
2024: +212%
2025: +51%
If a company doesn’t score near perfect, it does NOT get into our portfolio. Period. This discipline is why our subscribers trust us — and why we consistently outperform.
📩 Want a FREE Stock Review?
Thinking about investing in a company? Send it to us and we’ll run it through our full 10-point scoring system — completely free for all subscribers. Just reply to any newsletter or email us at glainvestresearch@gmail.com.
We believe every investor deserves access to institutional-grade research. That’s what G.L.A. INVEST is all about.
⚠️ DISCLAIMER: G.L.A. INVEST is an educational research service. We are NOT a registered investment advisor, broker-dealer, or financial planner. All content is for informational and educational purposes only. Nothing herein constitutes a recommendation to buy, sell, or hold any security. Past performance does not guarantee future results. Investing involves risk, including potential loss of principal.