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Google

October 13, 20250Comments

Thinking Small Drives Big Leaps in AI | Monthly Podcast with David Trainer and Kyle Guske II

October’s Monthly Podcast replay is now live in our online community.
by Kyle Guske II, Senior Investment Analyst, MBA
October 8, 20250Comments

Live Podcast Soon: Thinking Small Drives Big Leaps in AI

All are welcome to join us for our next live podcast on Friday October 10 at 12pm EST.
by Kyle Guske II, Senior Investment Analyst, MBA
September 19, 20250Comments

Debuting Our New AI Agent for Investing With Google Cloud

See the AI Agent we’re building with Google Cloud.
by David Trainer, Founder & CEO
September 10, 20250Comments

Live Podcast Soon: Separating Fact from Fiction: See Our New AI Agent for Investing

Join us this Friday when we showcase our new AI Agent and discuss the happenings in today’s market.
by Kyle Guske II, Senior Investment Analyst, MBA
April 25, 20250Comments

Watch Our Earnings Recap on IBM, Google, AT&T, PepsiCo, Intel, Southwest, and More

We bring key insights and analysis from our work directly to you in our latest earnings watch party!
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
July 8, 20220Comments

July 2022 Stock-Picking Accolades: #1 All-Time, #1 in Long, #1 in Short, #1 in Value, #1 in Large Cap, #1 in Mid Cap & More

We are July's #1 ranked stock picker in the All-Time, Long, Short, Value, Large Cap, and other categories on SumZero rankings.
by Matt Shuler, Investment Analyst II
February 3, 20220Comments

No Hollywood Ending This Quarter – Benzinga PreMarket Prep

We joined Benzinga’s PreMarket Prep to discuss Google’s earnings growth, the tragic tale of ‘The Book of Netflix’, and more.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 5, 20210Comments

1Q21 Earnings Reveal Plenty of Upside in These 3 Laggards

This week, we’re reiterating three Long Ideas that have underperformed the S&P 500 since our original reports.
by Matt Shuler, Investment Analyst II
Long Idea
April 28, 20210Comments

3 More Stocks We Love Post 1Q21 Earnings

Last week, we reiterated three Long Ideas that recently reported calendar 1Q21 earnings. This week, we’re reiterating three more.
by Matt Shuler, Investment Analyst II
Danger Zone
November 13, 20200Comments

3Q20 Doesn’t Change Our Call on Pinterest

This report updates our analysis in The World is Not Enough for This Stock to incorporate 3Q20 results from Pinterest.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
November 9, 20200Comments

Boxed Out

Entrenched competition is well-positioned to take more market share and grow faster, but this stock is priced for the opposite.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
October 7, 20200Comments

Don’t Get Snowed In by the Hype for This Recent Tech IPO

Investors with fiduciary responsibilities should pause before following the Oracle of Omaha into this stock now.
by Matt Shuler, Investment Analyst II
Danger Zone
September 30, 20200Comments

It Sounds Like This Market Leader Is in Trouble

The music streaming business is extremely competitive and the current market leader could be primed for a downfall.
by Matt Shuler, Investment Analyst II
Danger Zone
September 29, 20200Comments

There’s a Dark Cloud on the Horizon

Entrenched competition is well-positioned to take more market share, but this stock is priced for just the opposite.
by Matt Shuler, Investment Analyst II
September 28, 20200Comments

Palantir’s Secretive Business Is Priced for Perfection

To help investors find more solid valuation footing, we present our reverse DCF model analysis of the future cash flow expectation’s baked into the stock.
by Kyle Guske II, Senior Investment Analyst, MBA
January 28, 20192Comments

Reality Is Closing in on Netflix

Investors are losing patience with Netflix’s extraordinary cash flow burn. Time is running out for Netflix’s current business model to work.
by Kyle Guske II, Senior Investment Analyst, MBA
September 25, 20180Comments

Pre-IPO Coverage: SurveyMonkey (SVMK)

This report aims to help investors sort through SurveyMonkey’s financial filings to understand the fundamentals and valuation of this IPO.
by Sam McBride
April 2, 20181Comments

How Much Should Investors Pay for Spotify?

To help investors sort through the confusion, we present three different proposed valuations for Spotify based on three different scenarios of growth and profitability.
by Sam McBride
March 12, 20181Comments

No Light at the End of the Tunnel for This Stock

This firm's shrinking cash flows can’t cover its debt burden, its accounting is confusing and possibly unreliable, its industry faces technological disruption, and its valuation assumes implausibly high profit growth.
by Sam McBride
February 15, 20180Comments

Now’s the Time to Buy This Discounted Tech Giant

This company has an unprecedented history of growth and profitability, along with a well-deserved reputation as one of the most advanced and innovative companies in the world.
by Sam McBride
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