This week's leaderboard
Smart Money Confluence
The 10 names where insiders, congress, and billionaire 13F desks agree this week — filtered through the Rule of 40 quality bar. Refreshed every weekday morning before market open.
Last refreshed · Monday, September 7
- 01SMCItech69.6R40 · 85InsidersCongress13F
Quality business, trading at a discount to its own history, Rule of 40 at 85, 13F activity above threshold.
- 02CEGutilities68.3R40 · 41InsidersCongress13F
Quality business, Rule of 40 at 41, smart-money confluence across Insiders + 13F.
- 03CMEfinancials68.4R40 · 100InsidersCongress13F
Quality business, Rule of 40 at 100, smart-money confluence across Insiders + 13F.
- 04BROfinancials66.3R40 · 63InsidersCongress13F
Quality business, trading at a discount to its own history, Rule of 40 at 63.
- 05ARenergy66.2R40 · 50InsidersCongress13F
Quality business, trading at a discount to its own history, Rule of 40 at 50.
- 06CFmaterials65.9R40 · 61InsidersCongress13F
Quality business, Rule of 40 at 61.
- 07FIVEconsumer_disc69.8R40 · 40InsidersCongress13F
Quality business, trading at a discount to its own history, Rule of 40 at 40, smart-money confluence across Insiders + 13F.
- 08HLmaterials63.4R40 · 97InsidersCongress13F
Quality business, trading at a discount to its own history, Rule of 40 at 97, 13F activity above threshold.
- 09KDPconsumer_staples64.6R40 · 44InsidersCongress13F
Quality business, trading at a discount to its own history, Rule of 40 at 44, Insiders activity above threshold.
- 10RGLDmaterials64.4R40 · 155InsidersCongress13F
Quality business, trading at a discount to its own history, Rule of 40 at 155.
Methodology
How we pick these
The lens is Quality × Discount × Smart-money confirmation. The ranking pulls from 12 institutional layers — fundamentals, valuation, insider filings, congressional trades, billionaire 13Fs, options flow, and more. Read the full breakdown of how the list is generated.
Members access
Get the full breakdown
Red Pill members see the full 12-layer Lookup for every ticker: insider buy clusters with names + dollar amounts, congressional trades with member + party + date, billionaire fund positions, options skew, fair-value gauge, and Nova's deterministic thesis. Plus the Smart Money panel, Trade Scanner, and weekly Nova Fund memos.