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KFY

December 16, 20210Comments

Top 5 Long Ideas in 2021

Our Top 5 Long Ideas outperformed the S&P 500 by 22% on average in 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
January 6, 20210Comments

3 Long Ideas Poised to Outperform

Just as we did last year we’re starting 2021 by looking at the Long Ideas that performed poorly in 2020.
by Matt Shuler, Investment Analyst II
Long Idea
February 5, 20200Comments

Top-Rated Firm Trading at the Largest Discount in Years

This company is one of the most profitable vs. its peers, has multiple growth opportunities, and its stock hasn’t been cheaper since 2013.
by Kyle Guske II, Senior Investment Analyst, MBA
August 1, 20132Comments

Deferred Compensation Assets – Invested Capital Adjustment

Deferred compensation plans delay employee compensation until a later date. The assets held for these plans are used to compensate employees in the future, not to generate profits for the company. As such, they should not be factored into the calculation of a company’s return on invested capital (ROIC).
by David Trainer, Founder & CEO

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