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





Real Estate


Telecom Services


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

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.

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