http://www.chaiwithpabrai.com/blog/here-come-the-uber-cannibals-forbes-article
Stock Screener:
Minimum market cap of $100 million.
Price/Sales Ratio less than 2.5.
The share buyback percentage over the dividend yield for the last one year is required to be greater than 2.
No insurance companies, energy equipment and services, retail, various healthcare industries and media.
Must have a minimum of a 5% increase in trailing twelve month revenue over the previous year and 20% over the last five years.
The company must have reduced its share count by 3% in the previous year.
Blue: tweak Mohnish made.
I am tracking $ELY - Callaway Golf. It's a company I noticed on a stock screener years ago and has been on a tear of recent. It's also an UBER CANNIBAL. Current CEO took office in 2012, the stock price has tripled since then.