Long Idea: Only Pay Mgmt Fees When You Get Outperformance

When managers only get paid when they outperform, they focus on ROIC. Surprised?

Beware Micro Bubble Stocks

We’re not in a macro bubble, but there’s bubble-like risk in these stocks. Featured in MarketWatch and WealthManagement.

Featured Stocks in Most Attractive/Most Dangerous Model Portfolio

Get a free look at two of the stocks added this month.

CNBC Feature: Snap’s 2Q Results

David Trainer joined CNBC’s Closing Bell to discuss how noise traders affect SNAP.

Position Update: Synchrony Financial (SYF)

New information drives an update to this Long Idea.

Danger Zone Podcast: Why the Micro-Bubble is in the Danger Zone

Sam McBride discusses with Chuck Jaffe of Money Life micro vs macro bubbles in the stock market.

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Coverage Updates

  • 1573:10-Qs parsed since Aug 1.
  • 17:10-Ks parsed since Aug 1.
  • 186: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

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