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Stock Picking Accolades & Media Features & Events

July 9, 20260Comments

Live Podcast Friday: How FinSights AI Knows Which Stocks Will Beat/Miss Earnings

All are welcome to join us for our next live podcast on Friday, July 10 at 12pm EST.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
July 8, 20260Comments

Focus List Stocks Long/Short Outperforms by 9% in 1H26

Our Focus List Stocks: Long Model Portfolio and Focus List Stocks: Short Model Portfolio beat the Risk-Free Rate as a long/short portfolio by 9% in 1H26.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
July 8, 20260Comments

Focus List: Short Model Portfolio Beats S&P 500 by 12% in 1H26

Our Focus List Stocks: Short Model Portfolio outperformed the S&P 500 as a short portfolio by 12% in 1H26.
by Kyle Guske II, Senior Investment Analyst, MBA
July 8, 20260Comments

Focus List: Long Model Portfolio Beats S&P 500 by 4% in 1H26

Our Focus List Stocks: Long Model Portfolio rose 12% compared to 8% for the S&P 500 and outperformed by 4% in 1H26.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
July 8, 20260Comments

July 2026 Stock-Picking Accolades: #1 Ranking for 61 Straight Months

We are July's 2026's #1 ranked stock picker in the Consumer Discretionary category on SumZero rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
June 10, 20260Comments

Ideas Dinner – Pro & Institutional Only Webinar – June 16 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, June 16 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
June 9, 20260Comments

Live Podcast Friday: Quantifying the Expectations in SpaceX’s Valuation

All are welcome to join us for our next live podcast on Friday, June 12 at 12pm EST.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
June 3, 20260Comments

June 2026 Stock-Picking Accolades: #1 Ranking for 60 Straight Months

We are June 2026's #1 ranked stock picker in Industrials and Consumer Discretionary categories on SumZero rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
May 28, 20260Comments

Disrupting the Wall Street Game: Disruption/Interruption Podcast

CEO David Trainer joined the Disruption/Interruption podcast to pull back the curtain on decades of Wall Street manipulation.
by Kyle Guske II, Senior Investment Analyst, MBA
May 12, 20260Comments

Ideas Dinner – Pro & Institutional Only Webinar – May 19 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, May 19 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
May 6, 20260Comments

May 2026 Stock-Picking Accolades: #1 Ranking for 59 Straight Months

We are May 2026's #1 ranked stock picker in Value and Consumer Discretionary categories on SumZero rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
May 6, 20260Comments

Live Podcast Friday: Is Earnings Season Meeting Expectations?

All are welcome to join us for our next live podcast on Friday, May 8 at 12pm EST.
by Kyle Guske II, Senior Investment Analyst, MBA
May 1, 20260Comments

Watch the FinSights Showcase from Google Cloud Next 2026

See how AI agents are moving beyond basic chat to perform complex, multi-step financial analysis, the unique challenges of financial data, and more.
by Kyle Guske II, Senior Investment Analyst, MBA
May 1, 20260Comments

AI In Finance: David Trainer’s Presentation at Kellogg School of Management

Bryan Seegmiller, Assistant Professor of Finance at Northwestern’s Kellogg School of Management recently hosted CEO David Trainer for a guest lecture on AI in Finance.
by Kyle Guske II, Senior Investment Analyst, MBA
April 29, 20260Comments

AI and Investing: David Trainer’s Presentation at Harvard Business School

Yuan Zou, Assistant Professor at Harvard Business School, hosted CEO David Trainer for a panel discussion on AI’s impact on investing.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
April 23, 20260Comments

Focus List Stocks Long/Short Outperforms by 25% in 1Q26

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio beat the Risk-Free Rate as a long/short portfolio by 25% in 1Q26.
by Kyle Guske II, Senior Investment Analyst, MBA
April 20, 20260Comments

AI: The Good and Bad News for Advisors For the Financial Planning Association (FPA) of Middle TN

The FPA of Middle Tennessee hosted CEO David Trainer for a discussion on how AI is changing the nature of the asset management and financial advisory professions.
by Kyle Guske II, Senior Investment Analyst, MBA
April 20, 20260Comments

FinSights Showcase at Google Cloud Next 2026

Abhilash Thumma and Ashwin Mishra are presenting “Finsights: Financial Insights and Analysis Using AI Agents” at Google Cloud Next 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
April 16, 20260Comments

Ideas Dinner – Pro & Institutional Only Webinar – April 21 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, April 21 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
April 9, 20260Comments

April 2026 Stock-Picking Accolades: #1 Ranking for 58 Straight Months

We are April 2026's #1 ranked stock picker in Value, Consumer Discretionary, and Energy categories on SumZero rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
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