We are an independent research 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.
- “My Portfolio” tracking
- Allows you to build and track your portfolios (100 tickers across 5 portfolios), get alerted to ratings changes, and access investment reports on each holding.
- Stock, ETF, and mutual fund screeners
- Can be used to find investment opportunities through the use of filters for overall rating, key metrics such as ROIC, FCF yield PEBV, GAP, and sector or index.
- Monthly Model Portfolios
- Access to all our Long Ideas
- All our free resources
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