Elon Musk concluded his 130-day tenure as the head of DOGE as he promised to turn more of his focus on Tesla. Despite the company’s operational challenges, including declining global sales and shrinking market share, the stock is up more than 25% this month. We think this price movement is another example of the speculation and hype-driven nature of the current stock market.
However, speculation and momentum trading can only take bad stocks so far. When a company’s underlying fundamentals are weak, the disconnect between perception and reality tends to correct over time – often abruptly and at a significant cost to investors.
Rather than entrusting your hard-earned capital to narratives based on questionable or biased analysis, we help investors make investment decisions grounded in rigorous, transparent, and fundamental research.
For instance, just this week we hosted a live training on the dangers of Fake Dividend Stocks. In a market where noise shouts down substance, intelligent capital allocation remains the cornerstone of long-term success.
Check out this week’s research to see us in action!
FREE Stock Pick: We shared a free stock pick from our Safest Dividend Yields Model Portfolio.
Our latest Long Idea features a fund that allocates capital based on the true economics of businesses, rather than flawed accounting numbers.
Our CEO David Trainer hosted another earnings watch party this week covering NVIDIA, Agilent, HP, AutoZone, Salesforce, and more. Get insights into what the earnings can tell us about the market and economy.
On the Model Portfolio front, we updated our Dividend Growth Stocks Model Portfolio and our Focus List Stocks: Long Model Portfolio.
Our CEO David Trainer joined a recent Value Spotlight podcast where he talked in depth about the importance of reading the footnotes in company filings and just how much information is legally and sometimes illegally hidden in filings.
Last but not least, we closed multiple Long Idea positions due to a shift in risk/reward of each stock.
Links to all our newly published research are below along with a preview for next week’s research.
We hope you have a great week!
Long Idea: This Fund Sees Through Accounting Flaws
Members can read the latest Long Idea here.
Free Stock Pick from Our Safest Dividend Yields Model Portfolio
The Pitfalls of Fake Dividends – Watch the Replay
This Week’s Earnings Watch Party Replay
Watch our Earnings Recap on NVIDIA, Agilent, HP, AutoZone, Salesforce, and More
Dividend Growth Stocks Model Portfolio Update for May 2025
Focus List Stocks: Long – Update 5/30/25
Why Footnotes Are More Important Than You Think
Position Close Updates
Getting Acquired
Wrong Formula
Need a New Drug
Red Meat Red Alert
Enough Chips for Now
Off the Road to Profits
Danger Zone Podcast: 5/19/25: Why This Financial Technology Business is Back in the Danger Zone
Upcoming Research
- New Long Idea: 6/4/25
- Most Attractive/Most Dangerous: Model Portfolio Update: 6/4/25
- Exec Comp Aligned with ROIC: Model Portfolio Update: 6/13/25
- Q&A with our experts and other members of our Online Community. Join here.