A new wave of meme stocks has emerged, and it has a fitting acronym: “DORK”, which represents Krispy Kreme (DNUT), OpenDoor (OPEN), Rocket Companies (RKT), and Kohl’s (KSS). All four of these stocks recently experienced meme-like price spikes in a single day or two.
These price movements certainly weren’t based on fundamentals, or not even earnings for that matter. Instead, they reflect a resurgence of speculative enthusiasm and market exuberance reminiscent of the 2021 meme-stock era.
Though it may be tempting to jump on the meme hype train to bring in double digit returns on a single day, the risks of losing just as much remain. The aftermath of the last meme stock rally serves as a clear reminder: when the hype fades, prices tend to crash just as fast, if not faster.
What better way to stay grounded than the most diligent fundamental research in the market. We go beyond headlines and surface-level metrics by analyzing the footnotes and disclosures that often hold the real story, insights many overlook but few can afford to ignore. Our research shines as a guiding light in this chaos storm.
The outperformance of the Bloomberg indices based on our superior research empirically prove the alpha in our research and the edge we deliver clients.
Check out our research from this week to see the edge we provide!
Our latest Long Idea features a company with industry leading profitability, corporate governance that aligns with shareholders’ interests, tailwinds from growth in its industry, and a cheap stock.
On the other hand, our latest Danger Zone features a fund that allocates too much capital to bad stocks, and charges well above average fees for it.
We added a new screening criteria to our Stock Screener! Pro and Institutional members can now screen for stocks based on our Analyst Notes.
Our quarterly ETF and mutual fund analysis series continues this week with the individual style best & worst ETFs and mutual funds reports. We also updated our Cheap Funds Dupe Investors report for 3Q25, which shows investors are great at finding cheap funds, but less so identifying quality holdings.
On the Model Portfolio front, we updated our Safest Dividend Yields Model Portfolio.
Last but not least, we detailed the importance of higher quality training data in the AI landscape. We have unrivaled experience and success in endowing machines with the subject matter expertise needed to perform like human experts.
Links to all our newly published research are below along with a preview for next week’s research.
We hope you had a great week!
Long Idea: Industry Leader Bouncing Back
Members can read the latest Long Idea here.
Danger Zone: High Fees + Low Performance = Bad Fund
Members can read the latest Danger Zone here.
Safest Dividend Yields Model Portfolio Update for July 2025
Best & Worst Style ETFs and Mutual Funds 3Q25
All Cap Blend
All Cap Growth
All Cap Value
Large Cap Blend
Large Cap Growth
Large Cap Value
Mid Cap Blend
Mid Cap Growth
Mid Cap Value
Small Cap Blend
Small Cap Growth
Small Cap Value
3Q25 Style Ratings Recap
Cheap Funds Dupe Investors 3Q25
Forget Chips, AI Firms Need Higher Quality Data to Win
New Screening Criteria: Analyst Notes and Red Flags
Danger Zone Podcast: 7/14/25: Why Those Ignoring Understated Earnings Are in the Danger Zone
Upcoming Research
- New Danger Zone: 7/28/25
- New Long Idea: 7/30/25
- Dividend Growth Stocks: Model Portfolio Update: 7/30/25
- Most Attractive/Most Dangerous: Model Portfolio Update: 8/6/25
- Q&A with our experts and other members of our Online Community. Join here.