The slow way, made survivable Appendix Svenska

The map · Appendix

All sources

Every borrowed idea with the place it was borrowed from, and every claim about the system with the file it was read from. Nothing in the method was invented here.

Ideas and evidence outside the project

  1. Buffett, 2008 letter to shareholders (page 4: 'Price is what you pay; value is what you get')
    https://www.berkshirehathaway.com/letters/2008ltr.pdf (chapter 2)
  2. Buffett, 1987 letter to shareholders (Mr Market)
    https://www.berkshirehathaway.com/letters/1987.html (chapter 2)
  3. Buffett, 1993 letter to shareholders (voting machine, weighing machine)
    https://www.berkshirehathaway.com/letters/1993.html (chapter 2)
  4. Margin of safety (financial), Wikipedia
    https://en.wikipedia.org/wiki/Margin_of_safety_(financial) (chapter 2)
  5. Buffett, 1996 letter to shareholders (circle of competence)
    https://www.berkshirehathaway.com/letters/1996.html (chapter 5)
  6. Circle of competence, Wikipedia
    https://en.wikipedia.org/wiki/Circle_of_competence (chapter 5)
  7. Rappaport and Mauboussin, Expectations Investing (book site)
    https://www.expectationsinvesting.com/ (chapter 7)
  8. Tversky and Kahneman (1974), Judgment under Uncertainty, Science
    https://www.science.org/doi/10.1126/science.185.4157.1124 (chapter 8)
  9. Anchoring effect (the wheel experiment described), Wikipedia
    https://en.wikipedia.org/wiki/Anchoring_effect (chapter 8)
  10. Northcraft and Neale (1987), Experts, Amateurs, and Real Estate
    https://www.sciencedirect.com/science/article/abs/pii/074959788790046X (chapter 8)
  11. Nickerson (1998), Confirmation Bias
    https://journals.sagepub.com/doi/abs/10.1037/1089-2680.2.2.175 (chapter 8)
  12. Simmons, Nelson and Simonsohn (2011), False-Positive Psychology
    https://journals.sagepub.com/doi/10.1177/0956797611417632 (chapter 8)
  13. Kerr (1998), HARKing
    https://journals.sagepub.com/doi/10.1207/s15327957pspr0203_4 (chapter 8)
  14. Chan et al. (2004), Selective reporting of outcomes in randomized trials, JAMA
    https://jamanetwork.com/journals/jama/fullarticle/198809 (chapter 8)
  15. Kaplan and Irvin (2015), Likelihood of Null Effects of Large NHLBI Clinical Trials Has Increased over Time, PLOS ONE
    https://doi.org/10.1371/journal.pone.0132382 (chapter 8)
  16. Nosek et al. (2018), The preregistration revolution, PNAS
    https://www.pnas.org/doi/abs/10.1073/pnas.1708274114 (chapter 8)
  17. Hindsight bias, Wikipedia (Fischhoff 1975; Fischhoff and Beyth 1975)
    https://en.wikipedia.org/wiki/Hindsight_bias (chapter 12)
  18. Parasuraman and Riley (1997), Humans and Automation: Use, Misuse, Disuse, Abuse
    https://journals.sagepub.com/doi/10.1518/001872097778543886 (chapter 13)
  19. Dead man's switch, Wikipedia
    https://en.wikipedia.org/wiki/Dead_man%27s_switch (chapter 18)
  20. Healthchecks.io documentation (alarm on a missing ping)
    https://healthchecks.io/docs/ (chapter 18)
  21. Ward and Beyer (2014), BeyondCorp: A New Approach to Enterprise Security, ;login:
    https://www.usenix.org/publications/login/dec14/ward (chapter 19)
  22. Saltzer and Schroeder (1975), The Protection of Information in Computer Systems
    https://www.cs.virginia.edu/~evans/cs551/saltzer/ (chapter 20)

Read from the repository

These are files in the project's own repository, which is public at https://github.com/franke112/value-screen-sentinel. They are named so that anyone can check each claim against the line it came from.

  1. The tool's universe files and their count — config/universe/, VSS-PROJECT-BRIEF-2026-09-10.md §4.6 (chapter 1)
  2. The owner's description of the project, verbatim — the brief for this site (chapter 3)
  3. What automated steps may and may not do — reference/FRAMEWORK-EDITS.md rulings E92, E93, E97; README.md (chapter 3)
  4. Screener design and rulings — reference/FRAMEWORK-EDITS.md E2, E6, E43, E44, E45, E52, E93, E96, E97; config/screener_filter2.yaml; vss/screen.py; vss/filters.py (chapter 4)
  5. Gates, hard kills and the circle rulings — reference/FRAMEWORK.md §3–§4; reference/FRAMEWORK-EDITS.md E27, E30, E51, E96, E97, E99 (chapter 5)
  6. Primary-source and provenance rulings — vss/source.py; reference/FRAMEWORK.md §5 basis rule; reference/FRAMEWORK-EDITS.md E19, E20, E22, E25, E40, E98; vss/overview.py (the unit seam); vss/series_sanity.py (ruling K4) (chapter 6)
  7. The reverse DCF engine and the hurdle rate — vss/valuation.py; reference/FRAMEWORK-EDITS.md E28, E29 (chapter 7)
  8. The pre-registration rule — reference/FRAMEWORK-EDITS.md E28, E95; reference/growth-views/ (chapter 8)
  9. The three-outcome rule at each layer — reference/FRAMEWORK.md §0 rule 2; vss/rules.py (verdict and blocker codes); vss/universe.py; config/screener_filter2.yaml; reference/FRAMEWORK-EDITS.md E85, E99 (chapter 9)
  10. Statuses and the rulings that govern moves between them — vss/rules.py; vss/watch.py; reference/FRAMEWORK-EDITS.md E12, E27, E93, E111, E114 (chapter 10)
  11. Rules for the buy price, the tiers and the stop — reference/FRAMEWORK.md §0 rule 4, §4.4, §5.3, §6.4; reference/FRAMEWORK-EDITS.md E29, E39, E87, E90; vss/rules.py; vss/valuation.py (chapter 11)
  12. The shadow book ruling and code — reference/FRAMEWORK-EDITS.md E114 (2026-09-08, amended 2026-09-09); vss/shadowbook.py (chapter 12)
  13. What each automated step may and may not do — README.md; reference/FRAMEWORK-EDITS.md E92, E93, E97; vss/refresh.py; vss/screenwatch.py; vss/overview.py (chapter 13)
  14. Module layout and each module's stated scope — vss/*.py module docstrings; vss/__main__.py; README.md (chapter 14)
  15. The record, the run record and the store — vss/store.py; vss/runrecord.py; vss/snapshot.py; vss/manual.py; vss/runner.py; reference/FRAMEWORK-EDITS.md E17, E25, E40, E49, E85, E104 (chapter 15)
  16. The framework, the rulings and the backlog — reference/FRAMEWORK.md; reference/FRAMEWORK-EDITS.md (A1–A3, B1–B48, C1–C4, D1–D2, E1–E114, F1–F2); reference/BACKLOG.md; config/screener_filter2.yaml (chapter 16)
  17. The scheduler units and scripts — deploy/vss.timer, deploy/vss.service, deploy/vss-screen.timer, deploy/vss-checkin.timer, deploy/vss-failure@.service, deploy/vss-ping-healthcheck.sh, deploy/vss-notify-failure.sh, deploy/README.md (chapter 17)
  18. The heartbeat module and the units — vss/heartbeat.py; deploy/vss-checkin.timer; deploy/vss-ping-healthcheck.sh; deploy/vss-notify-failure.sh; deploy/vss.env.example; reference/BACKLOG.md B-13 (chapter 18)
  19. Ruling F1 and the tunnel notes — reference/FRAMEWORK-EDITS.md F1; deploy/TUNNEL-NOTES.md; deploy/vss-tunnel.service; deploy/vss-overview.service (chapter 19)
  20. The boundary, as recorded — deploy/TUNNEL-NOTES.md; deploy/vss-overview.service; reference/FRAMEWORK-EDITS.md F1 limb (b) (chapter 20)
  21. The overview page generator and its rulings — vss/overview.py; vss/render.py; reference/FRAMEWORK-EDITS.md F1, F2 (chapter 21)
  22. The recorded limits — deploy/TUNNEL-NOTES.md; vss/heartbeat.py (what is not covered); reference/FRAMEWORK-EDITS.md E28, E29, E99, F1, F2 (chapter 22)
  23. The rulings cited in this chapter — reference/FRAMEWORK-EDITS.md E30, E114, F1, F2; VSS-PROJECT-BRIEF-2026-09-10.md §0–§1 (chapter 23)

How the site itself was designed

The choice of a chaptered site over a single page, the pattern used for each kind of content, the colour system and the accessibility checks are recorded with their sources and their costs in the file RESEARCH-NOTES.md that ships beside these pages.

The slow way, made survivable. Built 2026-09-13. Not financial advice: one private investor's method, shared as it is.