The blurred legal distinction between prediction market trading and traditional sports betting has been a hot topic as of late. Whether such platforms should be legal or not is up for debate, but more people are undeniably paying attention to the prediction market platforms.

This week the National Hockey League (NHL) became the first major American sports league to work with the prediction market platforms Kalshi and Polymarket. Now, instead of showing generic names and logos, the platforms will display official trademark logos and names of the NHL teams.

This deal could potentially pioneer more deals with other major American sports leagues and present prediction platforms with an opportunity to break through in the world of predictions and gambling.

We know one area you definitely don’t want approach with a gambling mindset – your investment decision making process. We strive to help you make more informed decisions and minimize the guesswork in investing.

How?

Special Offer:

See the replay of our special earnings training session: “Front-Run Wall Street with AI-Powered Earnings Predictions: Get The Beat/Miss Playbook That Beat the Market by 9%.” This special training contains detailed information on the exact methodology we use to identify stocks where Wall Street’s consensus is wrong and how you can beat Wall Street at its own game.

More on our research from this week is below.

FREE Stock Picks:

We shared a free stock pick from our Exec Comp Aligned with ROIC Model Portfolio, a free stock pick from the Very Attractive Stocks Index, and another free stock pick from the Core Earnings Leaders Index.

Clients-only Picks:

This week’s Danger Zone pick is a fund whose managers aren’t living up to the fund’s methodology. They talk a big game about using return on capital and DCF models, but the stocks they pick are poor. We can’t speak to their motivations, but we can say this fund charges way too much to allocate capital to bad stocks.

On the contrary, this week’s Long Idea is a fund that focuses on fundamentals, with a focus on free cash flow. The fund identifies profitable businesses that trade at prices much cheaper than the stocks held in its respective benchmark. Importantly, it does so while charging below average fees.

Model Portfolio Updates:

Here’s the latest from our Safest Dividend Yields Model Portfolio.

Links to all our newly published research are below along with a preview for next week’s research.

We hope you had a great week!

Danger Zone: All Trick, No Treat: This Fund’s Holdings Don’t Deserve Its Fees

Members can read the latest Danger Zone here.

Long Idea: All Treats and No Tricks: This Fund Deserves Your Attention

Members can read the latest Long Idea here.

Front-Run Wall Street with AI-Powered Earnings Predictions Special Training Replay

Free Stock Pick from Our Exec Comp Aligned with ROIC Model Portfolio

Free Stock Pick from the Core Earnings Leaders Index

Free Stock Pick from the Very Attractive Stocks Index

Safest Dividend Yields Model Portfolio Update for October 2025

Danger Zone Podcast: 10/13/25: Why Stocks Likely to Miss Earnings Are in the Danger Zone

Upcoming Research