Oil Royalty
This Energy company is positioned for profits in a unique way.
Artificially High Valuation
Will Nvidia be bigger than Mexico?
YouTube Video Library
DCF case studies, tutorials, and “Value In 60 Seconds” video shorts.
Live Podcast on December 8
Join us at 12pmET for an AMA and lively discussion.
Dividend Growth Stocks: Model Portfolio Update
Seven new stocks make this month’s Model Portfolio.
Safest Dividend Yields: Model Portfolio Update
Seven new stocks make this month’s Model Portfolio.
Focus List Stock: Long: Model Portfolio Update 12/1/23
See the updates.
The New Stock Tracker 50 Membership
For those who do not need the diligence provided in our Professional and Institutional memberships.
S&P 500 & Sector Trends
Updated trends in the S&P 500 and its sectors based on the latest 10-Qs. Available to Professional and Institutional members.
Core Vs. GAAP Earnings
ROIC Vs. WACC
Free Cash Flow Yield
Price-to-Economic Book Value
Economic Earnings Vs. GAAP Earnings
Free: S&P 500 & Sector Trends
Free, abridged versions of the reports above.
Core Vs. GAAP Earnings
ROIC Vs. WACC
Free Cash Flow Yield
Price-to-Economic Book Value
Economic Earnings Vs. GAAP Earnings
New Suspended Rating: Change in Required Cash
Alerting clients to changes in required cash that impact Invested Capital.
Featured Stock in Exec Comp Aligned with ROIC Model Portfolio
Get a free look at one of the stocks in this month’s Model Portfolio.
Danger Zone Podcast 11/13/23: Why WeWork and This Energy Stock are in the Danger Zone
WeWork reaches its rational conclusion and another Energy stock struggling to make profits.
Upcoming Research
- New Danger Zone: 12/4/23
- New Long Idea: 12/6/23
- Most Attractive/Most Dangerous: Model Portfolio Update: 12/6/23
- Exec Comp Aligned with ROIC: Model Portfolio Update: 12/15/23
- Q&A with our experts and other members of our Society of Intelligent Investors. Request an invite here.
Coverage Updates
- 3,969: 10-Qs parsed since Nov 1.
- 629: 10-Ks parsed since Nov 1.
- 499 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.