I can't figure out why this screen works

My 2 cents thoughts on why it works. It isn’t screening for the normal financial factors it’s looking for the characteristics of the large cap companies that are swallowing their smaller competitors.
This week picks META, NVIDIA, PDD, Broadcom, Netflix, Palto Alto NetWorks, Crowdstrike are not that different from the ROE_Cash which has a similar bias for total Cash less LTDebt which favors the larger companies. GOOGL, META, TSLA, MSFT, CISCO, COST

Nytimes, Bloomberg and others have also commented on this trend.
Big Companies Are Starting to Swallow the World - The New York Times (nytimes.com)
The Gap Between Large and Small Companies Is Growing. Why? (hbr.org)
Why Do the Biggest Companies Keep Getting Bigger? It’s How They Spend on Tech - WSJ

RAM

Mechanical Investing FAQ

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