Long Idea: Quiet Outperformer Poised to Rise Again

Leverage our robo-analyst technology and take a look at this underappreciated cash flow machine.

The Fiduciary Duty of Care: Turn Challenge Into Competitive Advantage

Watch the replay to see why 400+ investors and advisors attended this webinar.

CNBC Interview: See Our Prediction of LULU’s 20% Drop

 Danger Zone: This Mutual Fund Overcharges & Underperforms

Protect your (clients’) portfolios and avoid this fund.

Filing Season Finds: Week In Review March 20-24

From 10-Ks filed March 20-24, our analyst team made 2,964 forensic accounting adjustments with a value of $1.7 trillion. See the breakdown of adjustments made during the previous week of filing season.

Upcoming Research

Coverage Updates

  • 188: 10-Qs parsed since Mar 1.
  • 1,283: 10-Ks parsed since Mar 1.
  • 189: Stocks & mutual funds added to coverage universe over the last 3 months.

Danger Zone Podcast

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our latest Danger Zone pick.

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