Long Idea: Finding Value
Members can read the latest Long Idea here.
Danger Zone: Unfiltered Risk
Members can read the latest Danger Zone report here.
Long Idea: Finding Value (Free, Abridged Version)
A bonus for our mailing list – this version excludes some details.
Featured Stock in Most Attractive/Most Dangerous Stocks Model Portfolio
Get a look at two of the stocks in this month’s Model Portfolios.
1Q24 Focus List Model Portfolio Performance Updates
Long: Outperformed by 2%
Short: Outperformed by 9%
Long/Short: Outperformed by 11%
#1 Stock Picker on SumZero Again
We rank #1 All-time, Long, Short, Value, and seven other categories.
Model Portfolio Updates
Exec Comp Aligned with ROIC Model Portfolio Update
Focus List Stocks: Long Update 4/11/24
2Q24 Sector Ratings for ETFs and Mutual Funds
See where each sector ranks for the second quarter of 2024.
Basic Materials
Consumer Cyclicals
Cons Non-cyclicals
Energy
Financials
Healthcare
Industrials
Real Estate
Technology
Telecom Services
Utilities
2Q24 Sector Ratings Recap
Newsletter: Meet the New Boss, Same as the Old Boss
Do you ever get the feeling that a decision you’re making in the moment might change your life forever?
Position Close Update: Turbulent Times
Position Close Update: Acquisition Rumors
Danger Zone Podcast 4/1/24: Why this Once Soaring Meme Stock Remains in the Danger Zone
Upcoming Research
- New Long Idea: 4/7/24
- Safest Dividend Yields: Model Portfolio Update: 4/19/24
- Dividend Growth Stocks: Model Portfolio Update: 4/26/24
- Q&A with our experts and other members of our Society of Intelligent Investors. Join here.
Coverage Updates
- 53: 10-Qs parsed since Apr 1.
- 222: 10-Ks parsed since Apr 1.
- 62 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.