Markets jumped early in the week on hopes of a September rate cut and remained near-record levels to close out the week. However, economic uncertainty persists, evidenced most recently by the decline in overall consumer sentiment in August.

Major firms are signaling caution: Goldman Sachs and Morgan Stanley anticipate a 10% market correction this quarter, while Evercore projects a possible 15% pullback over the same time. In this environment, headline-driven or momentum trades carry disproportionate downside risk.

Our advice is: do your diligence. Or, you risk getting left holding the bag. Quality research matters now more than ever as the market gets smarter about capital allocation.

By leveraging our Robo-Analyst AI Agent, we provide superior and transparent fundamental research that generates alpha in any market. Our research can be the guiding light to navigate this chaotic market and find the opportunities.

Check out our research from this week to see the edge we provide!

We are hosting our monthly Ideas Dinner, available to Pro & Institutional members, on Tuesday August 19th at 3:00pm Central Time. If you’re a Pro member or above, don’t miss the chance to join us in what is always an excellent discussion. Some of our best investment ideas have surfaced in these meetings.

Earnings Watch Parties continue this week! These watch parties detail what earnings reports really say about companies and the current trends in the market. This week’s watch party covered BABA, JD, CSCO, AMAT, DE, PANW, CRWV, CAVA, BIRK, and EAT and more.

Three FREE Stock Picks: We shared a free stock pick from the Bloomberg New Constructs Core Earnings Leaders Index, a free stock pick from our Most Attractive Stocks, and a free stock pick from our Most Dangerous Stocks Model Portfolios.

Our latest Long Idea highlights a company with industry leading-profitability, revenue growth across all business segments, record profits, and a cheap stock price. 

On the other hand, investors relying on mediocre funds and asset managers are in the Danger Zone. This week’s report highlights an Unattractive rated asset manager that is dwarfed by larger players in the industry and its fund offerings are worse as well.  

On the Model Portfolio front, we updated our Exec Comp Aligned with ROIC 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: The Profit Engine That Remains Undervalued

Members can read the latest Long Idea here.

Danger Zone: Mediocre Funds

Members can read the latest Danger Zone here.

Ideas Dinner – Pro & Institutional Only Webinar on August 19 at 3pm CT

Earnings Watch Replays

Earnings Recap on Alibaba, Cisco Applied Materials, Deere, CoreWeave, Cava, and More

Free Stock Pick from the Bloomberg New Constructs Core Earnings Leaders Index

Free Stock Pick from Our Most Attractive Stocks Model Portfolio

Free Stock Pick from Our Most Dangerous Stocks Model Portfolio

Exec Comp Aligned with ROIC Model Portfolio Update for August 2025

Danger Zone Podcast: 8/4/25: Why This Fitness Company is in the Danger Zone

Upcoming Research