The Tech for AI to Analyze SEC Filings Is Now
Chamath Palihapitiya calls for an AI to crawl thru 10-Ks and 10-Qs and build standardized models because Wall Street is not doing the work.
3Q23 Filing Season Stats and Value Created
Check out how much value we created for all our clients during the 3Q23 Filing Season.
YouTube Video Library
DCF case studies, tutorials, and “Value In 60 Seconds” video shorts.
Live Podcast on January 12
Join us at 12pmET for an AMA and lively discussion.
Most Attractive Stocks: Model Portfolio Update
Nine new stocks make this month’s Model Portfolio.
Most Dangerous Stocks: Model Portfolio Update
Four new stocks make this month’s Model Portfolio.
Dividend Growth Stocks: Model Portfolio Update
Two new stocks make this month’s Model Portfolio.
Danger Zone Podcast 12/9/23: Why Investors Who Believe In The Fed Put are in The Danger Zone
People are overlooking the huge number of bankruptcies that happened in 2023.
Upcoming Research
- New Danger Zone: 1/8/24
- New Long Idea: 1/10/24
- Exec Comp Aligned with ROIC: Model Portfolio Update: 1/12/24
- Safest Dividend Yields: Model Portfolio Update: 1/19/24
- Q&A with our experts and other members of our Society of Intelligent Investors. Request an invite here.
Coverage Updates
- 1,752: 10-Qs parsed since Dec 1.
- 583: 10-Ks parsed since Dec 1.
- 420 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.