Platinum Membership Video Tour

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Below is video tour of our Platinum membership.

Here are the video tours for Gold membership and Pro membership.

We are an independent firm covering 3000 stocks, 400 ETFs and 7000 mutual funds. We specialize in deep forensic accounting and leverage technology to shine lights in the dark corners of corporate disclosures. Our goal is to provide clients with the best fundamental research in the business. To learn more about our offerings, take the video tour of our Platinum membership below.

Here’s a summary of the Platinum member offerings (more details here):

  1. “My Portfolio” tracking
    1. Allows you to build and track your portfolio (up to 50 tickers), get alerted to ratings changes, and access investment reports on each holding.
  2. Stock, ETF, and mutual fund screeners
    1. Can be used to find investment opportunities ranked by overall rating, different metrics like ROIC, FCF Yield, PEBV, and GAP, and by sector or index.
  3. Monthly Model Portfolios
    1. Most Attractive Stocks and Most Dangerous Stocks
    2. Linking Executive Compensation to ROIC Stocks
    3. Best & Worst ETFs & Mutual Funds by Sector and Style
    4. These monthly portfolios have a healthy track record of outperformance.
  4. Access to all our Long Ideas
  5. All our free resources
    1. Including our Education section, general market commentary, and Danger Zone

Ready to start your Platinum membership? Click here to sign up today.

Looking for more in depth access to our research tools? See the benefits of the Professional membership here.

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2 Comments

  • Earl Harvey

    August 23, 2016

    My role is a competitive intelligence manager for inContact, a SaaS platform for the the Contact Center segment. Your “Stock Research” reports are fantastic, and I thoroughly enjoy the Accounting versus Economic view – excellent analysis. I have quick question on frequency and timing. (1) Do you update Research reports on a quarterly basis? (2) Assuming you provide quarterly updates, how many days after earning release or 10Q/K release do you publish the updated research report?

    Thanks for the clarification!!

  • Sam McBride

    September 27, 2016

    Our reports are updated daily based on price changes and quarterly based on 10-Q and 10-K releases. We usually incorporate the new data into our model within a day or two after the new 10-Q or 10-K is released.

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