Welcome to fall.

Football is back!!!!!!

We were treated to an excellent slate of college football games last weekend, and the NFL’s Thursday night game between the Eagles and the Cowboys started with a bang and was exciting throughout.

Fall also brings many investors back to their desks after summer vacation. We expect that investors are looking to lock in some solid gains for 2025 as we head down the home stretch. It’s hard not to be concerned by global trade and war tensions as well as the mixed signals from economic data.

A soft labor market, combined with continued pressure from President Trump, suggests the possibility of a rate cut at this month’s Federal Reserve meeting. The final decision, however, remains to be seen.

Navigating the stock market amid widespread uncertainty and noise surrounding the U.S. economy is hard. As Warren Buffet likes to say: “We’ve long felt that the only value of stock forecasters is to make fortune-tellers look good.” Buffett believes that an investor’s job is to evaluate and understand a business, not just trade its stock.

Rigorous fundamental analysis enables investors to concentrate on the factors that truly matter, which allows them to make well-informed decisions in any market environment.

By leveraging our AI Agent for investing, the Robo-Analyst, we provide investors with top-tier fundamental research. We have decades of experience in assessing the true economic health of companies, underpinned by our deep expertise in analyzing footnote data. Most importantly, we’ve trained our Robo-Analyst to replicate this human expert-level analysis at scale.

Check out our research from this week to see the value-add of our superior AI Agent for investing!

FREE Stock Picks: We shared a free stock pick from our Dividend Growth Stocks Model Portfolio.

Our latest Long Idea features a company that benefits from strong macro tailwinds in its industry, has a low-cost advantage driven by its superior technology, and, best of all, its stock price looks cheap.

On the other hand, we published an IPO Update report on Klarna (KLAR) as the company has filed to go public for the second time this year and is expected to begin trading in the coming weeks. In our view, Klarna’s IPO looks more like a means to cash out existing investors and sell an Unattractive stock to unsuspecting public investors, rather than the opportunity to buy the next big revolution in commerce.

On the Model Portfolio front, we updated our Most Attractive Stocks and Most Dangerous Stocks Model Portfolios.

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: A Super Stock That Still Looks Super Attractive

Members can read the latest Long Idea here.

IPO Update: Don’t Buy Now or Later

Members can read the latest IPO report on Klarna (KLAR) here.

Free Stock Pick from Our Dividend Growth Stocks Model Portfolio

Most Attractive Stocks Model Portfolio Update for September 2025

Most Dangerous Stocks Model Portfolio Update for September 2025

Danger Zone Podcast: 8/25/25: Why this Zombie Stock Lands Back in the Danger Zone

Upcoming Research