Markets searched for direction during a week of ups and downs. Thursday’s-better-than expected inflation report boosted major indices and reversed a multi-day slide. But, it wasn’t enough for some of the biggest names in the market. Broadcom saw its largest three-day drop since 2020 earlier in the week and underperformed the S&P 500, as investors rightfully express skepticism about the economics of everything AI.

Speaking of underperformance, did you know that nearly 7 out of 10 institutional large-cap managers underperformed before fees in 2024? After fees, ~90% of active equity fund managers underperformed their benchmarks over the 10-year period ending December 31, 2024. Why?

Wall Street analysts and fund managers miss critical details buried in the footnotes – that distort true profitability.

Worst of all, because they are all using the same flawed data, they all get the same mediocre results.

Does this underperformance make you angry? Concerned? Confused?

We have good news. Their failure is your opportunity. We’ve done the work: read the filings, extracted the footnotes, made the adjustments, and run the reverse DCF models.

Our latest training, Beat the Pros with The Only Proven AI, gives you the results. Watch the training here.

See below for more of the research we published this week.

Long Idea:

The goal for our Long Ideas is to provide clients with stock picks that offer excellent risk/reward. When they no longer do, we close those ideas. This week we closed multiple positions.

Danger Zone:

For this week’s Danger Zone podcast, we shared three stocks that, despite getting bailed out, still outperformed as Danger Zone picks.

Monthly Live Podcast:

Don’t miss the replay of our Monthly Podcast. In the latest episode, hosts Kyle Guske II and David Trainer delve into the evolving landscape of AI applications in investing and discuss common problems and breakthroughs. The episode also features insights on machine learning, the importance of structured data, and the idiosyncratic alpha in our models and live-traded indices (proof is in performance!!).

Insights from David Trainer:

CEO David Trainer recently made special appearances to discuss how we endow machines with deep expertise to create superior fundamental research that drives the best AI for investing, FinSights. First up, an interview with Carl Owen on the Edge of Intelligence podcast. Then, dive into all things FinSights in this interview with Adam Shapiro on Capital & Power from AInvest.

Featured Stock:

We featured a stock from our Exec Comp Aligned with ROIC Model Portfolio this week. See how quality corporate governance properly aligns the interests of executives and shareholders.

Model Portfolio Updates:

We updated our Safest Dividend Yields Model Portfolio and our Focus List Stocks: Long Model Portfolio.

Links to all our newly published research are below along with a preview for next week’s research.

Let us be the first to wish you a wonderful holiday and a happy New Year!

Long Idea: Cleaning Up Our Portfolio Before the New Year

Members can read the latest Long Idea here.

AI For Smarter Investing & New Memberships – Monthly Podcast with David Trainer and Kyle Guske II

Safest Dividend Yields Model Portfolio Update for December 2025

Focus List Stocks: Long Model Portfolio Update 12/18/25

AI, Trust, and the Future of Financial Transparency: Edge of Intelligence Podcast

The AI Built for Main Street

Featured Stock from Our Exec Comp Aligned with ROIC Model Portfolio

Danger Zone Podcast: 12/16/25: Stupid Money Risk

Upcoming Research