Regler
// ================================================================
// ANALYST ORPHAN SCREEN v3 — Loosened for Candidates
// Fintel Workbench | Paste into fintel.io/wb
// ================================================================
//
// v2.1 returned zero results because five hard gates were stacked
// simultaneously. Each gate alone was reasonable; together they
// form a filter almost no stock can pass.
//
// WHAT WAS LOOSENED AND WHY:
//
// [A] ShortBorrowRate > 5 → REMOVED
// Most impactful single cut. ShortBorrowRate is frequently
// zero or missing in Fintel data even for genuinely shorted
// stocks. It was silently eliminating valid candidates.
//
// [B] DaysToCover > 2 → DaysToCover > 1
// Lowered from 2 to 1. DTC of 1–2 still represents
// meaningful covering friction for small/mid caps.
//
// [C] ShortSqueezeScore 30–65 → 20–75
// Widened by 10 on each end. The 30–65 band is the
// theoretical ideal but too narrow in practice. 20–75
// preserves the spirit (avoid extremes) with more flow.
//
// [D] MarketCap > 75M → MarketCap > 50M
// Lowered floor. $50M still excludes the worst NasdaqCM
// micro-caps (~$18M avg) while opening more candidates.
//
// [E] OwnersCount > 15 → OwnersCount > 10
// Lowered institutional presence floor. 10+ owners is
// still a meaningful signal of non-shell status.
//
// [F] Revenue > 0 → REMOVED
// Pre-revenue biotechs and early-stage companies are
// common in the orphan universe. Manual check preferred.
//
// Non-negotiable protections KEPT:
// • Price > 3 (delisting guard)
// • MarketCap > 50M (exchange proxy floor)
// • ShortInterestPercentFloat < 35 (falling knife cap)
// • VolumeAvg1Week > 100000 (exit liquidity)
// • Assets > 5M (shell filter)
//
// ================================================================
// ── Universe ─────────────────────────────────────────────────────
Country = US;
Exchange != OTC;
// ── Exchange Quality Proxies ──────────────────────────────────────
// Exchange != NasdaqCM / NYSEAM not valid Workbench syntax.
// These three proxy filters exclude the same micro-listed population.
MarketCap > 50M; // [D] Lowered from 75M
OwnersCount > 10; // [E] Lowered from 15
Assets > 5M; // Confirmed field — shell filter
// ── Analyst Orphan Definition ────────────────────────────────────
OwnersCount < 150; // Still neglected — upper bound
MarketCap < 3B; // Below large-bank coverage threshold
// ── Short Squeeze Score [C] ─────────────────────────────────────
// Widened from 30–65 to 20–75.
// Still excludes: no-fuel stocks (<20) and "shorts-are-right" (>75).
ShortSqueezeScore > 20;
ShortSqueezeScore < 75;
// ── Short Interest ────────────────────────────────────────────────
ShortInterestPercentFloat > 5; // Lowered from 8% — more flow
ShortInterestPercentFloat < 35; // Falling knife cap — KEPT
// ShortBorrowRate removed [A] — missing/zero on many valid candidates
// DaysToCover lowered [B]
DaysToCover > 1;
// ── Price & Liquidity ────────────────────────────────────────────
Price > 3; // Delisting guard — KEPT
VolumeAvg1Week > 100000; // Exit liquidity — KEPT
// ── Display Columns ──────────────────────────────────────────────
ShortSqueezeScore;
ShortInterestPercentFloat;
ShortBorrowRate;
DaysToCover;
OwnersCount;
Assets;
SharesFloat;
MarketCap;
Price;
VolumeAvg1Week;
order by ShortSqueezeScore desc;
limit 50;
