I've posted several times that I evaluate stocks by comparing a company's Projected Revenue Growth plus Operating Margin (Value Points) to its Enterprise Value/Projected Operating Profit multiple (Value Score).
I'm up 30% YTD with this technique holding MU, NVDA, GOOGL, MSFT, META and LLY with 50% leverage. Last year I was up 46% and the year before was +80%.
MU right now is my bet the ranch pick because its Value Score is 18.44. Anything above 2.0 is considered a possible Buy.
[Value Score stock screener](https://docs.google.com/spreadsheets/d/15r11nnQaYlAFnGCpXBIWQ6REtd_mi31aujX2yMbx5gw/edit?usp=sharing)
