Long Ideas: Finding Value in Footnotes
By traditional metrics, these stocks look expensive. Diligence reveals they are cheap.
Netflix’s Licensed Content Crisis
Netflix relies on licensed content for nearly 2/3rd of viewing hours and won’t survive when competitors take it away.
Most Attractive Stocks: Model Portfolio Update
31 new stocks make this month’s model portfolio.
Most Dangerous Stocks: Model Portfolio Update
23 new stocks make this month’s model portfolio.
New Webinar Series - Interactive Brokers Education
Register for our webinars on April 16, May 7, June 18 and July 16 - all at 12pm ET.
New Webinar Series - TD Ameritrade Education
Watch our webinars on March 12, April 16, May 7, June 4 and July 16 - all at 6pm ET.
Interactive Brokers Education Webinar: "Pitfalls of Relying on P/E Ratios"
P/E ratios lead investors to the wrong stocks. Get better research.
Danger Zone: Traditional Value Investors
Traditional value investing relies on increasingly flawed metrics.
Finding Danger in the Footnotes – TD Ameritrade Network
Our in-depth interview on how footnotes reveal misleading earnings and overvalued stocks.
Featured Stock in Dividend Growth Model Portfolio
Get a free look at one of the stocks in this month's portfolio.
The Real Earnings Season Starts Now
See critical details we uncover in the footnotes of annual reports to reveal true earnings.
Filing Season Finds: March 8
1,165 forensic accounting adjustments from 72 10-Ks with a value of $552 billion. See what we found in Trivago's (TRVG) 20-F.
Filing Season Finds: March 7
491 forensic accounting adjustments from 29 10-Ks with a value of $137 billion. See what we found in Goldman Sachs' (GS) 10-K.
Filing Season Finds: March 6
938 forensic accounting adjustments from 54 10-Ks with a value of $313 billion. See what we found in Cheesecake Factory's (CAKE) 10-K.
Filing Season Finds: March 5
4,384 forensic accounting adjustments from 201 10-Ks with a value of $844 billion. See what we found in Hertz Global Holdings' (HTZ) 10-K.
Filing Season Finds: Feb 25-Mar 3
15,056 forensic accounting adjustments from 659 10-Ks with a value of $6 trillion. See what we found in Keurig Dr. Pepper's (KDP) 10-K.
March 2019 Stock Picking Accolades
SumZero ranks us #1 in Healthcare, #3 in Industrials, and #5 in Consumer Staples.
Danger Zone Podcast: 2/25/19: Analyzing 10-Ks Reveals Danger
Two companies with economic earnings going the opposite direction of reported profits.
Upcoming Research
- New Danger Zone: 3/11/19
- New Long Idea: 3/13/19
- Exec Comp Aligned with ROIC: Model Portfolio Update: 3/15/19
- Safest Dividend Yields: Model Portfolio Update: 3/21/19
Coverage Updates
- 60: 10-Qs parsed since Mar 1.
- 550: 10-Ks parsed since Mar 1.
- 79: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.