This Auto Manufacturer Will Win the Race
This incumbent’s position in the EV market shows why first movers are overrated.
The Alternative Meat Market Micro-Bubble
Competition is eating away at the cash burner. Buy the cash cow instead.
Safest Dividend Yields: Model Portfolio Update
13 new stocks make this month’s Model Portfolio.
What We Can Learn From GameStop - Fox Business
We discuss the importance of reliable fundamental research and free markets.
Why Reliable Research Is Critical: Bitcoin Holdings Distort Earnings
MicroStrategy's Bitcoin assets can be tools for earnings manipulation.
Why Reliable Research Is Critical: Disney's "Other Income"
An unlikely coincidence leads Disney to report no "Other Income" in fiscal 1Q21.
Featured Stock in Exec Comp & ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Danger Zone Podcast: 2/10/21: A Micro-Bubble Loser in the Lodging Industry
Regulatory challenges could crush this popular IPO.
Upcoming Research
- New Danger Zone: 2/22/21
- New Long Idea: 2/24/21
- Dividend Growth Stocks: Model Portfolio Update: 2/25/21
- Most Attractive/Most Dangerous: Model Portfolio Update: 3/3/21
Coverage Updates
- 266: 10-Qs parsed since Jan 1.
- 330: 10-Ks parsed since Jan 1.
- 69: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
- 8: IPOs added to coverage universe over the last 3 months.