A Toll Worth Paying
During periods of heightened volatility, disciplined fundamental research becomes even more critical.
Hakan Salt, Associate Investment Analyst
Long Ideas
Hakan Salt, Associate Investment Analyst
2Q25 Earnings: Where Street Estimates Are Too Low & Who Should Beat
We’ll show the five S&P 500 companies with understated Street Earnings most likely to beat 2Q25 earnings.
Kyle Guske II, Senior Investment Analyst, MBA
From Sand to Profits
While the summer sun may be blazing outside, steady, thoughtful decision-making remains the best way to navigate the markets.
Hakan Salt, Associate Investment Analyst
High Quality Business Running at a Steep Discount
Diligence is what separates fleeting trades from lasting returns.
Hakan Salt, Associate Investment Analyst
Position Close Update: Remove This Toothache
With an overvalued stock price and deteriorating fundamentals, this stock no longer provides the same risk/reward it once did.
Hakan Salt, Associate Investment Analyst
Open the Door to Upside Potential
By digging into the underlying financials, investors can uncover the true value of a stock.
Hakan Salt, Associate Investment Analyst
Rising Demand, Strong Profits, and a Discounted Stock Price
Rigorous research not only helps expose potential pitfalls but also reveals strong investment opportunities.
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst
Position Close Update: Need a New Drug
Although this company still operates profitability, its stock no longer looks cheap.
Hakan Salt, Associate Investment Analyst
Position Close Update: Wrong Formula
This stock no longer offers attractive risk/reward, and we’re closing this Long Idea.
Hakan Salt, Associate Investment Analyst
Position Close Update: Getting Acquired
Due to the stock trading near the acquisition price, we are closing this Long Idea.
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst
Good Data, Good Investment
Our mission is to provide clear, accessible, and fundamentally sound research to help you cut through the noise.
Hakan Salt, Associate Investment Analyst
Heavy-Duty Profits and Low Expectations
Our mission is to bring transparency and proper diligence to fundamental research to help investors pick better stocks.
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst
Position Close Update: Footwear Giant Being Acquired
As a result of the acquisition announcement, we’re closing this Long Idea.
Hakan Salt, Associate Investment Analyst
No Beef with Growing Profits
Opportunities to buy quality businesses at undervalued prices are rising given the disconnect between past performance and future expectations.
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst