Finding an edge in the market is no easy feat. Even the best laid plans get exposed if they’re not built on a strong foundation.

Imagine for a moment. If you could design any process to pick stocks, and had unlimited funds, what would you design?

Would you include superior fundamental data? A high-level screen for the most profitable companies in the market? Experts with 40+ years of experience? Macro analysis? Forensic accounting? Discounted cash flow valuation scenarios?

What if we told you that process already exists, and it doesn’t require unlimited funds to access. That system, our system, and the resulting research is what has kept us ranked #1 on SumZero for nearly five years straight.

And best of all, investors can now access that system at a discount for the first time.

Want examples of how we identify the best and worst stocks in the market? See below.

Pre-IPO Report on SpaceX IPO is Here:

Our Robo-Analyst AI has parsed the SpaceX S-1. We’ve crunched the numbers and run the valuation scenarios. See the risk/reward of investing in this IPO here.

New Long Idea:

This week’s Long Idea holds peer-leading profitability, 15 years of inventory at break-evens well below projected prices, and a strong shareholder capital return program.

New Danger Zone:

We feel the need to warn investors: don’t catch this falling knife. Despite improving “adjusted” non-GAAP metrics, we believe that the cash flow expectations baked into this stock’s price are still much too high.

Revealing the Secrets of the #1 Stock Picker Replay:

In 25 years of doing this work, we have never walked a public audience through the in-depth research process behind our Long Idea and Danger Zone picks. Until now.

Featured Stock:

We featured a stock from our Exec Comp Aligned with ROIC Model Portfolio. See how the combination of Attractive-or-better stock rating and quality executive compensation incentives provides a unique list of quality stocks.

Model Portfolio Updates:

We updated our Safest Dividend Yields Model Portfolio.

Danger Zone Podcast:

David Trainer joined Chuck Jaffe to discuss how AI is killing the cash flows and crushing the balance sheets of the biggest AI companies.

We hope you had a great week!

See a preview of upcoming research below.

Upcoming Research