Blueprint · General Motors (Q4)

Value Investor

For investors who want margin of safety, not narrative.

For: Skeptical, math-first analysts who care about intrinsic value, balance-sheet strength, mean reversion, and never overpaying. Patient capital, contrarian instincts.

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The lens

How this blueprint reads a company.

"Buy a dollar for fifty cents. Intrinsic value, margin of safety, mean reversion, balance-sheet strength over income-statement glamour."

Narration tone

Skeptical, math-first, conservative on assumptions. Atlas frames every claim around intrinsic value, downside protection, and what would have to be true for the bull case to work.

Day-one atoms

What appears on the canvas the moment you open it.

Every workspace seeded from this blueprint ships with these atoms pre-rendered. Each one carries its source and a freshness chip. Hover anything to see lineage.

P/E (TTM)

5.4× vs 10y avg 8.2×

Computed · 10-K + closing price

EV / EBITDA

3.1× vs sector 6.8×

Computed · 10-K + market cap

Net cash / EV

12.4% +3.2pp YoY

Balance sheet · 10-K p. 28

Tangible book / share

$47.20 vs price $39.10

Computed · 10-K balance sheet

Default Smart Signals

What fires automatically.

Pre-configured signal patterns for this lens. You can disable any of them, or write your own in plain English using the prompt-driven engine.

1 P/E falls below 10-year average minus 1 standard deviation
2 Net cash position turns positive (or expands by >20%)
3 Price drops below tangible book value per share
4 Insider buying clusters (>3 insiders in 60 days)

Starter prompts

Questions you can ask immediately.

Every workspace opens with these prompts pre-loaded. Click any one to fire it — Atlas narrates the answer with sourced atoms and causal edges.

What's the intrinsic value range using conservative DCF assumptions?

What would have to be true for the bear case to play out?

How does the balance sheet compare to 5 years ago?

Is the current discount to peers structural or cyclical?

Three practices

What this blueprint teaches.

Compute downside before upside.

Margin of safety means knowing what you lose if you're wrong. The first atom is always tangible book per share, the second is net debt, the third is the 5-year drawdown. Upside is the consolation prize.

Distrust the narrative. Trust the filings.

Earnings calls are PR. Press releases are PR. The 10-K is the only document with personal liability attached. Value investing is reading the 10-K and ignoring the noise.

Mean reversion is real, but slow.

Cheap stays cheap for years until it doesn't. Patience is the only edge in this style. We surface the historical reversion pattern; you decide if you have the time horizon.

"Price is what you pay. Value is what you get."

— Benjamin Graham · The Intelligent Investor, 1949

Open Value Investor in your first 90 seconds.

Glance is free. Pick this blueprint. Watch Atlas explain a real company. Decide if it changes how you think about research.

Reserve founding-member pricing

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