Into Overdrive
A company with cutting-edge EV technology – and – great cash flow fundamentals.
Buy Now Suffer Later Part II
This zombie stock is up over 100% YTD, and we think its valuation defies all logic.
Most Attractive Stocks: Model Portfolio Update
Nine new stocks make this month’s Model Portfolio.
Most Dangerous Stocks: Model Portfolio Update
Six new stocks make this month’s Model Portfolio.
Focus List Stocks: Short: Model Portfolio Update
See the updates.
Training Video Library on YouTube
Live podcast replays, DCF case studies and “Value In 60 Seconds” video shorts.
Live Podcast on October 13th
Join us at 12pmET for an AMA and lively discussion.
5 Stocks Likely to Miss 2Q23 Earnings
Overstated historical profits result in Wall Street estimates that are too high. Get a deep dive case study on how one stock reports overstated earnings.
Improving our Company Models
We’ve added the Tangible Common Equity (TCE) ratio, as well as its components to our models.
#1-Ranked SumZero Stock Picker for October
We rank #1 All-Time, Long, Short, Value, and in seven other categories.
Featured Stock in Dividend Growth Stocks Model Portfolio
Get a free look at one of the stocks in this month’s Model Portfolio.
Position Close Update: Acquisition Saves This Zombie
With the announcement of the acquisition, there is, most likely, no further downside.
Danger Zone Podcast 9/25/23: Niche Product, Massive Valuation
This apparel company IPO is priced for perfection.
Upcoming Research
- New Danger Zone: 10/9/23
- New Long Idea: 10/11/23
- Exec Comp Aligned with ROIC: Model Portfolio Update: 10/13/23
- Safest Dividend Yields: Model Portfolio Update: 10/20/23
- Q&A with our experts and other members of our Society of Intelligent Investors. Request an invite here.
Coverage Updates
- 467: 10-Qs parsed in October.
- 162: 10-Ks parsed in October.
- 467 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.