HBS & MIT Paper Shows Managers Manipulate Earnings

Only our research accurately identifies and adjusts for these manipulations.

New Long Idea: Earnings Distortion Hides Value 

Understated earnings make this stock a buy.

Exec Comp Aligned with ROIC: Model Portfolio Update

Three new stocks make this month’s model portfolio.

Focus List Stocks – Long: Model Portfolio Update

See the most recent update to this Model Portfolio. (Pro and higher members)

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Danger Zone: Earnings Distortion Score Is Bad for this Stock

Overstated earnings make this stock riskier than most.

Introducing the FASB Tracker

Our one-stop shop for knowing how changes in accounting standards impact investors.

Featured Stock in Most Attractive/Most Dangerous Stocks Model Portfolio

Get a free look at two of the stocks in this month's model portfolios.

Position Close: Texas Instruments (TXN)

A successful Long Idea.

Position Close: Host Hotels & Resorts (HST)

A successful Danger Zone pick.

Danger Zone Podcast: 11/4/19: Don’t Buy This Earnings Beat

Our Earnings Distortion Scorecard shows this company’s EPS beat is an illusion.

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Coverage Updates

  • 1862: 10-Qs parsed since Nov 1.
  • 68: 10-Ks parsed since Nov 1.
  • 264: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.