Markets ripped higher this week after a two-week ceasefire in the U.S.-Iran war calmed many investors’ concerns.

But if you think markets are about to settle down, think again. Earnings Season is here just in time to ramp up the noise.

Big banks will kick off earnings season next week, which will fill the headlines with new narratives, misleading metrics, and glass-half-full takes in an effort to get you to buy, buy buy.

You don’t have to play the Wall Street games though.

Rather than chase headlines, our research empowers investors to make informed decisions based on the full financial picture of a company. Unsure if the earnings are real? Our system can show you the truth. Afraid you’re buying an overpriced stock? Our valuation analysis reveals the expectations for future growth baked into any stock price.

Whether you’re looking for new ideas, or just want to stress test your existing holdings, we’re here to help.

See our research from this past week to understand how we help clients beat the market.

New Long Idea:

This market leader in safety systems offers Very Attractive risk/reward in a steadily growing industry.

Zombie Stock Pick Dies a Horrible Death:

Allbirds’ latest 10-K confirmed what our fundamental analysis showed in 2021: the business is worth next to nothing.

How AI Will Transform Investing: Wanna Free MBA in AI and Investing?

David Trainer explained how AI will transform investing at Harvard Business School this week.

Then, in our Monthly Live Podcast, he shared those same insights and more on how AI is going dramatically shift power dynamics to investors.

Closing Long Ideas:

We closed four Long Ideas because they no longer offer good enough risk/reward.

Stock-Picking Outperformance:

Our proven-superior research earned us #1 rankings ­– again – on SumZero for April 2026.

Our Focus List Stocks: Long Model Portfolio outperformed in 1Q26 and our Focus List Stocks: Short Model Portfolio outperformed as a short in 1Q26 as well.

Featured Stocks:

We featured a stock from our Most Attractive Stocks and Most Dangerous Stocks Model Portfolio. See how these Model Portfolios provide both offense and defense in any market cycle.

Model Portfolio Updates:

We updated our Focus List Stocks: Long Model Portfolio.

Danger Zone Podcast:

David Trainer joined Chuck Jaffe to discuss the companies most likely to miss earnings next quarter.  

We hope you had a great week!

See a preview of upcoming research below.

Upcoming Research