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

September 9, 20210Comments

Increasing Our Global Stock Coverage to 40 Countries

We cover stocks in 40 countries with a combined market cap of over $69 trillion, or over 74% of the global market cap.

by Kyle Guske II

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

May 26, 20210Comments

Alerts for Credit Rating Changes

We’re excited to provide email alerts and Analyst Notes for our Credit Ratings as we do for Stock Ratings.

by Kyle Guske II

May 20, 20210Comments

Credit Ratings on Your Portfolio Page

We’re excited to announce that all members now get our Credit Ratings on their Portfolio page(s) without the need to expand the rating details.

by Kyle Guske II

May 19, 20210Comments

Debt Spreads Based On More Reliable Fundamental Data

We recently improved the debt spread input to our weighted average cost of capital (WACC) calculation.

by Kyle Guske II

April 12, 20210Comments

Get Our Sector & Industry Fundamentals

We’ve created a page that provides more reliable research on sector and industry.

by Kyle Guske II

March 29, 20210Comments

More Sector- & Industry-Level Research For Clients

Platinum and higher members get access to our sector & industry research, which leverages our more reliable fundamental data.

by Kyle Guske II

March 26, 20210Comments

Bitcoin – The Latest Tool to Manage Earnings

This report highlights the latest loophole, Bitcoin, how its recorded in company’s financial statements, and how we treat Bitcoin.

by Alex Sword

March 10, 20210Comments

Credit Ratings Updates

Clients can now download PDF reports detailing our Credit Ratings and we tweaked our Credit Rating scoring to reflect changing economic conditions.

by Kyle Guske II

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

December 16, 20200Comments

7 Equity Ratings Impacted by Our Historical Cash Tax Rate Update

These seven stocks will see their ratings change as a result of this update.

by Kyle Guske II

December 15, 20200Comments

Where to Get Our Credit Ratings

Members can get our Credit Ratings on the Portfolios, Ratings, and Screeners pages.

by Kyle Guske II

December 15, 20200Comments

New Product: Credit Ratings & Research for 2,750+ Companies

All members can now access our Credit Ratings and research for all companies under coverage.

by Kyle Guske II

December 11, 20200Comments

Updating Historical Cash Tax Rates from 2017-2019

We discovered an opportunity to improve historical Cash Tax Rates to more accurately reflect the lower corporate tax rates realized after the 2017 Tax Cuts and Jobs Act.

by Kyle Guske II

November 12, 20200Comments

Presenting: Annual, Quarterly, and TTM Data in Our Models

We added display of quarterly and trailing-twelve month (TTM) data & analytics to the Financials and Metrics pages of our Company Valuation Models.

by Kyle Guske II

November 11, 20200Comments

New Feature: Create Your Own Fund

We’re excited to announce our “Create Fund” tool, which gives clients the ability to create a custom basket of stocks, ETFs and/or mutual funds.

by Kyle Guske II

October 30, 20200Comments

Model Enhancement: Compare Past & Implied Future Profits

Compare, in a single chart, the past performance of key metrics with the future performance implied by the stock price.

by Kyle Guske II

October 20, 20200Comments

Our Stock Coverage Spans 39 Countries

We want to share how many ADRs we cover so clients can see the full breadth of our current international coverage.

by Kyle Guske II

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