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.
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
- New Danger Zone: 3/15/21
- New Long Idea: 3/17/21
- Safest Dividend Yields: Model Portfolio Update: 3/19/21
- Dividend Growth Stocks: Model Portfolio Update: 3/26/21
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.