Under the Radar Financials

Robust loan growth, higher net interest income, and an attractive valuation.

Keep this IPO at Arm’s Length

Shares look even more expensive after popping in their debut.

Leave This IPO Out of Your Cart

Rising competition from all sides limits future growth prospects.

Exec Comp Aligned with ROIC: Model Portfolio Update

One new stock makes this month’s Model Portfolio.

Focus List Stocks: Long: Model Portfolio Update

See the updates

Training Video Library on YouTube

Live podcast replays, DCF case studies and “Value In 60 Seconds” video shorts.

Live Podcast on September 22nd

Join us at 12pmET for an AMA and lively discussion.

Featured Stock in Most Attractive/Most Dangerous Stocks Model Portfolios

Get a free look at one of the stocks in this month’s Model Portfolio.

#1-Ranked SumZero Stock Picker for September

We rank #1 All-Time, Long, Short, Value, and in seven other categories.

Upcoming Research

Coverage Updates

  • 213: 10-Qs parsed in September.
  • 57: 10-Ks parsed in September.
  • 347 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.

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