Long Idea: Record Profits Trading at a Discount

 Members can read the latest Long Idea here. 

Danger Zone: This Door May Be Closing Soon

 Members can read the latest Danger Zone report here. 

Exec Comp Aligned with ROIC Model Portfolio Update for May

Newsletter: Seeing is Believing

 Danger Zone Podcast 5/6/24: Why This Bankrupt Retailer is Still in the Danger Zone

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Coverage Updates

  • 2,423: 10-Qs parsed since May 1.
  • 30: 10-Ks parsed since May 1.
  • 57 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.