Long Idea: Superior Corporate Governance
Investors win when managers get rewarded for superior capital stewardship.
Lyft IPO: Steer Clear or Full Steam Ahead?
Can IPO investors make money or just enable insiders to cash out at a premium?
Exec Comp Aligned with ROIC: Model Portfolio Update
Eight new stocks make this month’s model portfolio.
Featured Stock in Exec Comp Aligned with ROIC Model Portfolio
Get a free look at one of the stocks in this month's portfolio.
Filing Season Finds: Mar 4-10
7,881 forensic accounting adjustments from 421 10-Ks with a value of $1.9 trillion. See what we found in Newell Brands' (NWL) 10-K.
Danger Zone Podcast: 3/4/19: Problems with Traditional Value Investing
Reliance on increasingly flawed metrics leads investors to the wrong stocks.
New Webinar Series - Interactive Brokers Education
Register for our webinars on April 16, May 7, June 18 and July 16 - all at 12pm ET.
New Webinar Series - TD Ameritrade Education
Watch our webinars on April 16, May 7, June 4 and July 16 - all at 6pm ET.
Upcoming Research
- Danger Zone: 3/18/19
- Long Idea: 3/20/19
- Safest Dividend Yields: Model Portfolio Update: 3/21/19
- Dividend Growth Stocks: Model Portfolio Update: 3/28/19
Coverage Updates
- 129: 10-Qs parsed since Mar 1.
- 720: 10-Ks parsed since Mar 1.
- 115: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.