Did you feel the wind in your hair as the market went on a rollercoaster ride to close out 3Q25 earnings season?

While Mr. Market continues to grapple with uncertainty, we continue to provide investors with research that boosts confidence and clarity.

We hosted our last earnings watch party of 3Q25 this week. We cut through the narratives on NVDA, WMT, TGT, HD, LOW, BIDU, and more.

Footnotes Season wrapped up this week. We parsed nearly 3,000 10-Qs & 10-Ks and created $2.7 million in value for all of our clients.

If you haven’t already, be sure to watch the replay of our special training on How to Get Early Access to the Only AI Proven to Beat the Market. Our AI, FinSights, was built on and by Google Cloud. They chose us because of our superior data and ontology. Check out this e-letter by CEO David Trainer on the story behind FinSights.

See below for the rest of the research we published this week.

Long Idea:

This week’s Long Idea leverages control over its shelf space to grow its own private-label brands. At the same time, it is expanding and improving its digital capabilities through several new initiatives. Yet, its stock remains undervalued.

Danger Zone:

David shared who we think will be the losers in the AI arms race based on one crucial factor: money. The companies which don’t generate enough cash flows to keep up with the huge spending are at a clear disadvantage to those that do. Listen to the replay of the interview here.

Featured Stock:

We featured a stock from our Exec Comp Aligned with ROIC Model Portfolio. This month’s Model Portfolio has 4 new additions. The best performing stock in the portfolio was up 25%. Overall, seven out of the 15 Exec Comp Aligned with ROIC Stocks outperformed the S&P 500 from October 15, 2025 through November 11, 2025.

Model Portfolio Updates:

We updated 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!

Long Idea: No Coupons Needed to Get This Stock at a Discount

Members can read the latest Long Idea here.

Special Training Replay: How to Get Early Access to the Only AI Proven To Beat the Market

Earnings Recap on NVIDIA, Walmart, Target, Home Depot, Baidu, Zoom, and More

3Q25 Footnotes Season: Created $2.7 Million in Value

Safest Dividend Yields Model Portfolio Update for November 2025

Featured Stock from Our Exec Comp Aligned with ROIC Model Portfolio

Danger Zone Podcast: 11/10/25: Why These AI Losers Are in the Danger Zone

Upcoming Research