Fintech’s Micro-Bubble Winner  

This best-in-class bank leverages tech to strengthen its competitive advantages.                                                                                            

3 Risky Stocks Post Earnings

The latest earnings reports reaffirm why these stocks are in the Danger Zone.

Exec Comp Aligned with ROIC: Model Portfolio Update

Nine new stocks make this month’s Model Portfolio.

Focus List Long: Model Portfolio Update

See the latest update to this Model Portfolio.

Learn more about the best fundamental research

New Distribution Partner: Apex Clearing 

Democratizing access to reliable fundamental data and research.

Data & Technology Are Reshaping Modern Investing 

Investment firms need to own proprietary data to offer unique insights & differentiate their funds. 

Credit Ratings Reports on 2,800+ Companies 

Get a sample Credit Rating report and a read the tweak to our Credit Rating scoring. 

Analyzing Risks of the Reddit Day-Trader Phenomenon 

Without reliable fundamental research, self-directed investors are left with no option but to trade stocks wildly. 

Hidden Impairment Charges & Other Findings 

Material unusual items in the filings of Exxon Mobil and several other firms distort EPS by >20%. 

Featured Stocks in Most Attractive/Most Dangerous Stocks Model Portfolios 

Get a free look at two of the stocks in this month's Model Portfolios.

Position Close Update: Darden Restaurants, Inc.(DRI)

We're taking the gains in this successful Long Idea.

Danger Zone Podcast: 3/1/21: A Micro-Bubble Loser in the Audio Streaming Market

The distinct disconnect between two firms in this increasingly commoditized industry.

Upcoming Research

Coverage Updates

  • 80: 10-Qs parsed since Mar 1.
  • 792: 10-Ks parsed since Mar 1.
  • 51: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
  • 13: IPOs added to coverage universe over the last 3 months.

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