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Long Ideas

Long Idea
June 4, 20250Comments

Rising Demand, Strong Profits, and a Discounted Stock Price

Rigorous research not only helps expose potential pitfalls but also reveals strong investment opportunities.
by Hakan Salt, Associate Investment Analyst
May 30, 20250Comments

Position Close Update: Off the Road to Profits

With such optimistic expectations and an uncertain outlook in the near-term, this stock no longer provides the same risk/reward it once did.
by Hakan Salt, Associate Investment Analyst
May 30, 20250Comments

Position Close Update: Enough Chips for Now

Due to this company's declining profitability, its stock looks more expensive, and no longer offers attractive risk/reward.
by Hakan Salt, Associate Investment Analyst
May 30, 20250Comments

Position Close Update: Red Meat Red Alert

This stock no longer offers good risk/reward and, as a result, we’re closing this Long Idea.
by Hakan Salt, Associate Investment Analyst
May 30, 20250Comments

Position Close Update: Need a New Drug

Although this company still operates profitability, its stock no longer looks cheap.
by Hakan Salt, Associate Investment Analyst
May 29, 20250Comments

Position Close Update: Wrong Formula

This stock no longer offers attractive risk/reward, and we’re closing this Long Idea.
by Hakan Salt, Associate Investment Analyst
May 29, 20250Comments

Position Close Update: Getting Acquired

Due to the stock trading near the acquisition price, we are closing this Long Idea.
by Hakan Salt, Associate Investment Analyst
Long Idea
May 28, 20250Comments

This Fund Sees Through Accounting Flaws

Identifying companies' true economic earnings and free cash flows, beyond misleading accounting figures, is key to uncovering real value.
by Hakan Salt, Associate Investment Analyst
Long Idea
May 21, 20250Comments

Good Data, Good Investment

Our mission is to provide clear, accessible, and fundamentally sound research to help you cut through the noise.
by Hakan Salt, Associate Investment Analyst
Long Idea
May 14, 20250Comments

Heavy-Duty Profits and Low Expectations

Our mission is to bring transparency and proper diligence to fundamental research to help investors pick better stocks.
by Hakan Salt, Associate Investment Analyst
Long Idea
May 7, 20250Comments

Building Value: A Stock For All Seasons

Despite an uncertain housing outlook in the short-term, our thesis remains intact, and the stock remains undervalued.
by Hakan Salt, Associate Investment Analyst
May 7, 20250Comments

Position Close Update: Footwear Giant Being Acquired

As a result of the acquisition announcement, we’re closing this Long Idea.
by Hakan Salt, Associate Investment Analyst
Long Idea
April 30, 20250Comments

No Beef with Growing Profits

Opportunities to buy quality businesses at undervalued prices are rising given the disconnect between past performance and future expectations.
by Hakan Salt, Associate Investment Analyst
Long Idea
April 23, 20250Comments

Defensive Stock with 8%+ Yield and Strong Upside Potential

Our research delivers unrivaled diligence and enables you to block out the noise and focus on the true earnings and valuation of companies.
by Hakan Salt, Associate Investment Analyst
April 17, 20250Comments

Position Close Update: No Place to Find Value

This stock no longer provide the same risk/reward as when we first made it a Long Idea. April 2025 update.
by Hakan Salt, Associate Investment Analyst
April 16, 20250Comments

A Very Attractive-Rated Mutual Fund for a Turbulent Market

After scouring our database of ~7,600+ ETFs and mutual funds, we found a Very Attractive-rated fund that successfully picks good companies at good prices while charging below average fees.
by Hakan Salt, Associate Investment Analyst
Long Idea
April 9, 20250Comments

Profitability and Growth at a 50% Discount

We firmly believe that the best way to navigate a volatile market is to do your diligence.
by Hakan Salt, Associate Investment Analyst
April 2, 20250Comments

Weather The Storm and Find The Rainbow

While the media fans the flames of panic, we’re calmly finding the best stocks in the market.
by Hakan Salt, Associate Investment Analyst
Long Idea
March 19, 20250Comments

Strong Legacy Business Profits and a 6% Yield

Despite the tariff uncertainty in the current market, this stock continues to provide high upside potential.
by Hakan Salt, Associate Investment Analyst
Long Idea
March 12, 20250Comments

Snack On This Opportunity

This company boasts industry leading market share, is growing its profits, and its stock is undervalued.
by Hakan Salt, Associate Investment Analyst
« Older Articles

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