DiDi Global Is Still a Bad Investment
Ride sharing is not profitable. Buyer beware.
Dough-Not Buy This Overpriced IPO
We think this stock is worth no more than $10/share.
Better Data Means Better Ratings
Traditional Debt to Capital ratings are misleading.
Dividend Growth Stocks: Model Portfolio Update
Seven new stocks make this month’s Model Portfolio.
Stay Away From These Expensive IPOs – CNBC
We discuss the challenges facing DiDi Global and Krispy Kreme.
Featured Stock in Dividend Growth Stocks Model Portfolio
Get a free look one of the stocks in this month's Model Portfolio.
Position Close Update: Zillow Group (ZG)
This stock no longer presents quality risk/reward.
Danger Zone Podcast: 6/21/21: DiDi Global: Different Country, Same Bad Business Model
Investors in this IPO might get taken for a ride.
Upcoming Research
- New Long Idea: 7/7/21
- Most Attractive/Most Dangerous: Model Portfolio Update: 7/8/21
- Exec Comp Aligned with ROIC: Model Portfolio Update: 7/15/21
Coverage Updates
- 224: 10-Qs parsed since Jun 1.
- 111: 10-Ks parsed since Jun 1.
- 48: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
- 10: IPOs added to coverage universe over the last 3 months.