Long Ideas: Finding Gold in Footnotes

These three stocks look even more attractive after our analysis of their recently-filed 10-Ks.

Safest Dividend Yields: Model Portfolio Update

11 new stocks make this month’s model portfolio.

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Real Vision TV Interview: A Top Long Idea

David Trainer explains the benefits of focusing on ROIC and who will win the "streaming wars".

Danger Zone: Misleading Fundamental Screens

Traditional metrics fail to identify the risk of owning these expensive stocks. 

Featured Stock in Exec Comp Aligned with ROIC Model Portfolio

Get a free look at one of the stocks in this month's portfolio.

Sign Up for Our Next Webinar: March 5

Interactive Broker’s education team will feature how to use our research to understand "The Pitfalls of Relying on P/E Ratios" on 3/5 at 12pm ET.

The Real Earnings Season Starts Now

See critical details we uncover in the footnotes of annual reports to reveal true earnings.

Filing Season Finds: February 20

1,599 forensic accounting adjustments from 89 10-Ks with a value of $1.3 trillion. See what we found in The Chemours Company's (CC) 10-K.

Filing Season Finds: February 21

1,691 forensic accounting adjustments from 79 10-Ks with a value of $909 billion. See what we found in Tesla's (TSLA) 10-K.

Filing Season Finds: February 22

1,868 forensic accounting adjustments from 80 10-Ks with a value of $1.3 trillion. See what we found in Lending Club' (LC)s 10-K.

Get Sector Data with our Updated API & Excel Add-In

Easily embed our sector & industry ratings and metrics into your workflow. For Institutional clients only.

Danger Zone Podcast: 2/11/19: A Fund with a Flawed Investment Process

Too much allocation to low-quality overvalued stocks and not enough to high-quality undervalued stocks.

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Coverage Updates

  • 303: 10-Qs parsed since Feb 1.
  • 443: 10-Ks parsed since Feb 1.
  • 101: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

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