Uber IPO – Our Interview with Yahoo Finance

Investment Analyst Sam McBride details the truth about Uber and its valuation.

Long Ideas: Creating Shareholder Value

These companies look more attractive after tying executive compensation to ROIC.

Exec Comp Aligned with ROIC: Model Portfolio Update

Two new stocks make this month’s model portfolio.

Get the best fundamental research

New Webinar: “Pitfalls of Price-to-Book Ratios, ROE, and EV/EBITDA”

Hosted by Interactive Brokers on April 16 at 12pm ET. Reserve your seat.

New Webinar: “How Debt to Equity & EV/EBITDA Mislead Investors”

Hosted by TD Ameritrade on April 16 at 6pm ET. Get details.

Harvard Business School Features our Robo-Analyst Technology

We visited the Business Analysis and Valuation class.

BU's Questrom School of Business Features our Robo-Analyst

We visited the Business Financial Statement Analysis class.

April 2019 Stock Picking Accolades

SumZero ranks us #1 in Healthcare, #4 in Industrials, and #5 in Consumer Staples.

Luckbox Magazine Features Our Research

“Disney Vs. Netflix: The Battle for Big Media” in the May 2019 issue.

Danger Zone: Misaligned Incentives Are a Time Bomb

While executives earn big bonuses, shareholder value is squandered. 

Featured Stocks in Most Attractive/Most Dangerous Model Portfolios

Get a free look at two of the stocks in this month's portfolios.

2Q19 Sector Ratings for ETFs and Mutual Funds

See where each sector ranks for the second quarter of 2019.

Basic Materials

Consumer Cyclicals

Consumer Non-cyclicals





Real Estate


Telecom Services


Danger Zone Podcast: 4/1/19: Don't Chase Earnings Growth

Reported earnings growth is misleading. True profits continued to decline in 2018.

Upcoming Research

Coverage Updates

  • 60: 10-Qs parsed since Apr 1.
  • 115: 10-Ks parsed since Apr 1.
  • 100: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

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