Methodology v1.1: evidence-graded selection engine — quality gate (GP/A top-third + ROIC persistence), red-flag vetoes (issuance/asset-growth/accruals/cash-conversion), compounder vs moonshot classes with lottery-tax vetoes and basket rules, TAM discipline, momentum timing gate with crash guard, portfolio construction rules, forecast calibration and signal-decay policy. Every rule cites its evidence in /methodology.