Pay the Piper
This toll-taker’s fundamentals are improving yet it trades at a discount.
Tesla Looks Even More Expensive
The disconnect between fundamentals and valuation is growing.
Netflix Remains Overvalued
Don’t look down – streaming giant could fall nearly 70%.
Safest Dividend Yields: Model Portfolio Update
Four new stocks make this month’s Model Portfolio.
New & Expanded Video Library on YouTube
Webinar replays, DCF case studies and “Value In 60 Seconds” video shorts.
Joined our Society of Intelligent Investors yet?
Stock picks, novel alpha, reverse DCF case studies & more.
Expanding our Coverage Universe
We are increasing our coverage universe by adding Primary Coverage companies.
Poor Holdings = Poor Fund
Don’t be misled by Morningstar ratings. This fund holds bad stocks.
Featured Stock in Exec Comp Aligned with ROIC Model Portfolio
Get a free look at one of the stocks in this month’s Model Portfolio.
3Q23 Style Ratings for ETFs and Mutual Funds
See where each style ranks for the third quarter of 2023.
All Cap Blend
All Cap Growth
All Cap Value
Large Cap Blend
Large Cap Growth
Large Cap Value
Mid Cap Blend
Mid Cap Growth
Mid Cap Value
Small Cap Blend
Small Cap Growth
Small Cap Value
3Q23 Style Ratings Recap
Danger Zone Podcast 7/10/23: Likely to Miss Earnings
Overstated historical profits result in Wall Street estimates that are too high.
Upcoming Research
- New Long Idea: 7/26/23
- Dividend Growth Stocks: Model Portfolio Update: 7/27/23
- Most Attractive/Most Dangerous: Model Portfolio Updates: 8/3/23
- Weekly Webinars on Intelligent Capital Allocation: register here.
- Q&A with our experts and other members of our Society of Intelligent Investors. Request an invite here.
Coverage Updates
- 375: 10-Qs parsed since July 1.
- 159: 10-Ks parsed since July 1.
- 153 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.