An Opportunity in Financials

Be greedy when others are fearful.  

Riding to $0/Share

Can’t burn cash forever.

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New research insights, deep discussions on finance, reverse DCF case studies and more.

Safest Dividend Yields: Model Portfolio Update

Eleven new stocks make this month’s Model Portfolio.

Focus List Stocks: Long: Model Portfolio Update

See the updates to this Model Portfolio.

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.

FASB Standards Review: May 2023 Update

The scoop on the latest accounting rule changes.

Improvements to Our Models

New free cash flow metrics in our Company Models, Excel Company Models, and Dynamic Data Screener.

Position Close Update: John B. Sanfilippo & Son (JBSS)

Since reiterating, this Long Idea outperformed the market by 15%.

Upcoming Research

Coverage Updates

  • 1,995: 10-Qs parsed since May 1.
  • 103: 10-Ks parsed since May 1.
  • 98 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.