Long Idea: Smart Portfolio Managers
This fund’s superior investment process creates value.
Safest Dividend Yields: Model Portfolio Update
Six new stocks make this month’s model portfolio.
The Unicorn Bubble Is Popping
Don’t bail out the insiders in unprofitable, overvalued private companies.
How the New Revenue Recognition Rule Affects Investors
See how ASU 2014-09 impacts revenue, expenses, assets, and liabilities.
Does the RealReal Have a Path to Profitability?
We analyzed the fine print to assess the fundamentals and valuation of this recent IPO.
A More Rigorous Dupont Analysis
Get insights into the operating vs. capital efficiency drivers of ROIC.
See ROIC Drivers in Your Portfolio
Analyze NOPAT Margins and Invested Capital Turns.
Featured Stocks in Exec Comp Aligned with ROIC Model Portfolio
Get a free look at one of the stocks in this month's model portfolio.
Upcoming Research
- New Danger Zone: 9/23/19
- New Long Idea: 9/25/19
- Dividend Growth Stocks: Model Portfolio Update: 9/26/19
- Most Attractive/Most Dangerous: Model Portfolio Update: 10/3/19
Coverage Updates
- 359: 10-Qs parsed since Sept 1.
- 116: 10-Ks parsed since Sept 1.
- 190: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.