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

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.

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