We’re in the middle of a very exciting time: Footnotes Season. These few weeks in mid-February, when ~3,000 companies file their annual 10-Ks with the SEC, is the single most data-rich period of the year.

We leverage our Robo-Analyst AI to analyze each and every one of these 10-Ks, or ~600,000 pages of information, to update our Stock Ratings and models with the latest footnotes and financial data.

Here’s the exciting part: the window for investors to gain an edge with the freshest Core Earnings data is open now. The market eventually catches up to the true Core Earnings and closes the gap, but it is open now.

Don’t Get Crushed by the Great Rotation of 2026:

The media is still touting AI breakthroughs. Meanwhile, the cash flows are cratering, and the smart money is rotating out. Act now, before the rotation crushes your portfolio. Cut your losses and move to where cash flows are growing. Watch this special training. See the data yourself. Then take advantage.

New Long Idea:

This company maintains leading market share, generates best-in-class profitability, returns capital to shareholders, and operates in the best markets. Despite some near-term uncertainty, long-term tailwinds should support years of profit growth.

New Danger Zone:

Certain companies can’t afford for investors to know just how much money they’re spending on AI because the numbers are too big. So, they’re hiding it. When we bring those hidden liabilities into the light, we see that two companies might drop out of the AI race before summer. Get the details in our alarming report.

Earnings Watch Parties:

If you care about earnings season, our Core Earnings framework changes how you see reported results. Watch the replay to see for yourself. In our latest watch party we covered PANW, BKNG, CVNA, DASH, WMT, DE, OXY, ADI.

Free Stock Pick:

We featured one stock from the Bloomberg New Constructs 500 Index. See how to pick stocks with superior Core Earnings data.

Featured Stock:

We featured a stock from our Exec Comp Aligned with ROIC Model Portfolio. See how superior corporate governance aligns executives’ and shareholders’ interests.

Model Portfolio Updates:

We updated our Safest Dividend Yields Model Portfolio for February 2026.

Danger Zone Podcast:

David Trainer joined Chuck Jaffe to discuss why investors ignoring this consumer cyclicals stock are in the Danger Zone.

We hope you had a great week!

See a preview of upcoming research below.

Upcoming Research