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From the full-repo Codex audit: - The overall fundamental rating was "healthy" whenever growth was growing and valuation and risk were merely not "expensive" / not "high risk", so with no valuation or risk data at all (partial MSN fundamentals) it still read "healthy". It now needs valuation undervalued or fairly valued and risk low or moderate. - Risk recognized only heavy leverage or a weak current ratio as high risk; negative equity fell through to "moderate risk", and a known adverse signal with the other metric missing became "incomplete data". Any known adverse signal now makes it high risk. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh |
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