April 4, 20240CommentsScheduled Site Maintenance: April 7, 2024On Sunday, 4/7/24, beginning at 10pm central time, our site will be undergoing a planned maintenance activity. by Kyle Guske II, Senior Investment Analyst, MBA
November 28, 20230CommentsImproving Our Company Models: Suspended Ratings for Changes in Required CashWe are adding a new reason for suspending Stock and Credit Ratings that relates to our calculation of Invested Capital. by Kyle Guske II, Senior Investment Analyst, MBA
November 15, 20230CommentsEquity Model Adjustments For Real Estate Investment Trust (REIT) CompaniesThis report explains the differences in our models for real estate investment trust (REIT) companies compared to standard industrial company models. by David Trainer, Founder & CEO
November 2, 20232CommentsIntroducing the Stock Tracker 50 MembershipWe’re excited to announce Stock Tracker 50. This new membership offers streamlined access to our Stock, ETF, and mutual fund ratings. by Kyle Guske II, Senior Investment Analyst, MBA
August 29, 20230CommentsEquity Model Adjustments for Financial vs. Non-Financial CompaniesThis report explains why certain calculations in our company valuation models are different for financial companies. by David Trainer, Founder & CEO
August 29, 20230CommentsImproving our Interest Coverage Ratio and Overall Credit RatingWe are improving the Interest Coverage ratio calculation, one of the five criteria that drive our Credit Ratings. by Kyle Guske II, Senior Investment Analyst, MBA
August 21, 20230CommentsImproving our Total Debt Calculation and Credit RatingWe are improving the Total Debt calculation used in our Credit Ratings for all companies under coverage. by David Trainer, Founder & CEO
July 25, 20230CommentsImproving our Models and our Credit RatingsWe have made an improvement to our models for the Total Debt metric used in our Credit Ratings for Financial and REIT companies. by David Trainer, Founder & CEO
July 21, 20230CommentsPrimary Coverage – Expanding our Coverage UniverseWe are increasing our coverage universe by adding Primary Coverage companies. by Kyle Guske II, Senior Investment Analyst, MBA
July 13, 20230CommentsUpdating our Pension Expense EstimatesWe are improving our Company Models for pension expense estimates in periods where we receive incomplete disclosures in quarterly periods by Kyle Guske II, Senior Investment Analyst, MBA
May 17, 20230CommentsImprovements to Our Company Models and Dynamic Data ScreenerWe’re excited to announce that we’ve made additions to our Company Model, Excel Company Model, and Dynamic Data Screener per client feedback. by Kyle Guske II, Senior Investment Analyst, MBA
April 19, 20232CommentsJoin our Society of Intelligent InvestorsGet free access to our new (beta) community platform designed to engage you with our experts and fellow investors and much more. by Kyle Guske II, Senior Investment Analyst, MBA
March 30, 20230CommentsOur Company Models In Excel – Now Even BetterWe’re excited to announce that we updated the Excel models to be 100% dynamic; so clients can operate our Reverse DCF model in Excel. by Kyle Guske II, Senior Investment Analyst, MBA
March 22, 20230CommentsUpdating Our Minority Interest CalculationThis report details improvements we’re making to our Company Models to better handle the impact of Accounting Standards Update (ASU) 2016-01. by Kyle Guske II, Senior Investment Analyst, MBA
February 10, 20230CommentsUpdating Our Models to Close New Off-Balance Sheet Debt LoopholesWe’re updating our models to ensure they capture all liabilities related to operating leases, both on and off-balance sheet. by Kyle Guske II, Senior Investment Analyst, MBA
December 20, 20220CommentsUpdating the Minimum Tax Rate in our Company ModelsGet details on the changes we're making to our Company Models based on the recently passed Inflation Reduction Act. by Kyle Guske II, Senior Investment Analyst, MBA
December 16, 20229CommentsChanges to Gold, Platinum, and (old) Pro MembershipsWe are moving access to all of our Model Portfolios and ad-hoc research to the new Professional membership (previously known as Unlimited). by David Trainer, Founder & CEO
August 4, 20220CommentsGet All Our Reports on a Stock with Just 1 ClickTo make our #1-ranked Long Ideas and Danger Zone picks easier to find on our website, we’ve added a new “Company Report Index”. by Kyle Guske II, Senior Investment Analyst, MBA
July 20, 20220CommentsQuarterly Data EstimatesWe make two types of estimates for quarterly data: forward-looking estimates and backward-looking estimates. by Kyle Guske II, Senior Investment Analyst, MBA
July 19, 20220CommentsCoverage Universe HistoryWe explain our coverage universe history and data collection policies since our founding. by Kyle Guske II, Senior Investment Analyst, MBA