September 13, 20210Comments

Novel Alpha from Truth Stocks & Earnings Distortion: AltHub

To enable managers to easily monetize our new factor, we worked with AltHub to develop three initial strategies.

by David Trainer

September 13, 20210Comments

Novel Alpha from Earnings Distortion: CloudQuant

To enable managers to easily monetize our new factor, we worked with CloudQuant to develop two initial strategies.

by David Trainer

August 20, 20210Comments

Earnings Distortion: The New Value Factor

To enable managers to easily monetize our new factor, we present a long/short market-neutral strategy that generates impressive performance.

by David Trainer

July 16, 20210Comments

Unscrubbed Data Creates Misleading Credit Ratings

Highlighting the five ratios that drive our Credit Ratings and how our data drives materially different results compared to ratios and ratings based on unscrubbed data.

by Matt Shuler

July 14, 20210Comments

Cash to Debt Ratio: Unscrubbed Data Creates Misleading Credit Ratings

This report explains how our “Adjusted” Cash to Debt ratio is better than the “Traditional” ratio because the Traditional ratio is based on unscrubbed financial data.

by Matt Shuler

July 14, 20210Comments

Interest Coverage Ratio: Unscrubbed Data Creates Misleading Credit Ratings

This report explains how our “Adjusted” Interest Coverage ratio is better than the “Traditional” ratio because the Traditional ratio is based on unscrubbed financial data.

by Matt Shuler

July 13, 20210Comments

3 S&P 500 Companies Likely to Miss Wall Street’s 2Q21 EPS Estimates

Insights into which companies are most likely to miss their consensus earnings estimates based on our proprietary Core Earnings research.

by Kyle Guske II

July 13, 20210Comments

2Q21 Earnings: What to Watch for And Who Should Beat

Unprecedented insights into why Street Earnings provide a flawed picture of earnings, and five S&P 500 companies likely to beat 2Q21 Street EPS estimates.

by Kyle Guske II

June 30, 20210Comments

Debt to Capital: Unscrubbed Data Creates Misleading Credit Ratings

This report explains how our “Adjusted” Debt to Capital ratio is better than the “Traditional” ratio because the Traditional ratio is based on unscrubbed financial data.

by Matt Shuler

June 24, 20210Comments

EBITDA to Debt: Unscrubbed Data Creates Misleading Credit Ratings

This report explains how our “Adjusted” EBITDA to Debt ratio is better than the “Traditional” ratio because the Traditional ratio is based on unscrubbed financial data.

by Matt Shuler

June 21, 20210Comments

FCF to Debt: Unscrubbed Data Creates Misleading Credit Ratings

This report compares our “Adjusted” Free Cash Flow (FCF) to Debt ratio to the “Traditional” ratio based on unscrubbed financial data.

by Matt Shuler

June 15, 20210Comments

S&P 500 Companies With the Most Misleading Street Earnings

Most investors are not aware that Street Earnings suffer from significant flaws when compared to Core Earnings.

by Kyle Guske II

June 9, 20212Comments

The Most Overstated & Understated FCF in the S&P 500 Post 1Q21 Earnings

We feature the firms and sectors (excluding Financials) with the most overstated and understated FCF in the S&P 500.

by Matt Shuler

June 2, 20210Comments

The Most Overstated & Understated Earnings in the S&P 500 Post 1Q21 Earnings

We feature the firms and sectors with the most Earnings Distortion, both overstated and understated GAAP earnings, in the S&P 500.

by Matt Shuler

January 25, 20211Comments

The Paradigm Shift to Self-Directed Portfolio Construction

Self-directed investors are no longer dependent on mutual fund managers or ETF providers to construct portfolios for them.

by Kyle Guske II

August 20, 20200Comments

COVID-19 Drives Record Write-downs in 1H2020

Corporate managers appear to be using COVID-19 as a justification for writing down assets in unusually large amounts, aka the “kitchen sink” effect.

by David Trainer

July 14, 20200Comments

2nd Quarter Earnings Won’t Be as Bad as Wall Street Expects

We believe companies are in much better shape than many analysts think.

by Kyle Guske II

July 10, 20200Comments

Don’t Fret 2Q Earnings: This S&P 500 Will Continue to Rise

The precipitous fall expected in 2Q20 earnings significantly understates the true, core earnings of U.S. companies. There’s upside left in this market.

by Kyle Guske II

June 12, 20200Comments

The Market Is Right & Consensus Earnings Are Wrong

Now is the best time in many, many years for investors to pick individual stocks, especially those armed with differentiated insight into earnings.

by Kyle Guske II

May 11, 20200Comments

The Hidden Dangers of Passive Investing

We believe that passive investing has become a sufficiently crowded trade that indexers will see lower returns than fundamentally rigorous active investors over the next few years.

by Kyle Guske II

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