December 26, 20240CommentsA Day for Rest and GratitudeWe want to share with you what one of our clients said about trusting us. by David Trainer, Founder & CEO
November 19, 20240Comments3Q24 Filing Season: Created $2.6 Million in ValueDuring 3Q24 filing season, we parsed 2,917 filings and created $2,625,300 of value for clients. by Kyle Guske II, Senior Investment Analyst, MBA
October 3, 20240CommentsOctober 2024 Stock-Picking Accolades: #1 in North America, #1 in Value, #1 in Industrials, #1 in Consumer Discretionary & MoreWe are October's #1 ranked stock picker in Value, North America, Industrials, and other categories on SumZero rankings. by Kyle Guske II, Senior Investment Analyst, MBA
September 6, 20240CommentsSeptember 2024 Stock-Picking Accolades: #1 in North America, #1 in Value, #1 in Industrials, #1 in Consumer Discretionary & MoreWe are September's #1 ranked stock picker in Value, North America, Industrials, and other categories on SumZero rankings. by Kyle Guske II, Senior Investment Analyst, MBA
August 20, 20240Comments2Q24 Filing Season: Created $2.5 Million in ValueDuring 2Q24 filing season, we parsed 2,801 filings and created $2,520,900 of value for clients. by Kyle Guske II, Senior Investment Analyst, MBA
August 8, 20240CommentsAugust 2024 Stock-Picking Accolades: #1 All-Time, #1 in Large Cap, #1 in North America, #1 in Value, #1 in Industrials, & MoreWe are August's #1 ranked stock picker in All-Time, Value, North America, Large Cap, and other categories on SumZero rankings. by Hakan Salt, Associate Investment Analyst
July 12, 20240CommentsJuly 2024 Stock-Picking Accolades: #1 Value, #1 in Large Cap, #1 in North America, #1 in Industrials, & MoreWe are July's #1 ranked stock picker in the Value, Large Cap, North America, Industrials, and other categories on SumZero rankings. by Hakan Salt, Associate Investment Analyst
June 6, 20240CommentsJune 2024 Stock-Picking Accolades: #1 All-Time, #1 in Large Cap, #1 in Short, #1 in Value, #1 in North America, & MoreWe are June's #1 ranked stock picker in the All-Time, Short, Value, Large Cap, North America, and other categories on SumZero rankings. by Hakan Salt, Associate Investment Analyst
May 22, 20240Comments1Q24 Filing Season: Created $2.6 Million in ValueDuring 1Q24 filing season, we parsed 2,889 filings and created $2,600,100 of value for clients. by Kyle Guske II, Senior Investment Analyst, MBA
May 10, 20240Comments1Q24 Filing Season Update: Creating $1.8 Million in Value So FarThrough less than three weeks of 1Q24 filing season, we’ve parsed 2,015 filings and created $1,813,500 of value for clients. by Kyle Guske II, Senior Investment Analyst, MBA
May 8, 20240CommentsMay 2024 Stock-Picking Accolades: #1 All-Time, #1 in Long, #1 in Short, #1 in Value, #1 in Large Cap, & MoreWe are May 2024's #1 ranked stock picker in the All-Time, Long, Short, Value, Large Cap, and other categories on SumZero rankings. by Kyle Guske II, Senior Investment Analyst, MBA
April 10, 20240CommentsApril 2024 Stock-Picking Accolades: #1 All-Time, #1 in Long, #1 in Short, #1 in Value, #1 in Large Cap, & MoreWe are April 2024's #1 ranked stock picker in the All-Time, Long, Short, Value, Large Cap, and other categories on SumZero rankings. by Kyle Guske II, Senior Investment Analyst, MBA
April 9, 20240CommentsMeet the New Boss, Same as the Old BossDo you ever get the feeling that a decision you’re making in the moment might change your life forever? by David Trainer, Founder & CEO
April 3, 20240Comments4Q23 Filing Season: Creating $2 Million Of Value for ClientsDuring the 4Q23 filing season, we parsed 2,314 filings and created $2,082,600 of value for clients. by Kyle Guske II, Senior Investment Analyst, MBA
March 7, 20240CommentsMarch 2024 Stock-Picking Accolades: #1 All-Time, #1 in Long, #1 in Short, #1 in Value, #1 in Large Cap, & MoreWe are March 2024's #1 ranked stock picker in the All-Time, Long, Short, Value, Large Cap, and other categories on SumZero rankings. by Kyle Guske II, Senior Investment Analyst, MBA
February 7, 20240CommentsFebruary 2024 Stock-Picking Accolades: #1 All-Time, #1 in Long, #1 in Short, #1 in Value, #1 in Large Cap, & MoreWe are February 2024's #1 ranked stock picker in the All-Time, Long, Short, Value, Large Cap, and other categories on SumZero rankings. by Kyle Guske II, Senior Investment Analyst, MBA
January 10, 20240CommentsJanuary 2024 Stock-Picking Accolades: #1 All-Time, #1 in Long, #1 in Short, #1 in Value, #1 in Large Cap, & MoreWe are January 2024's #1 ranked stock picker in the All-Time, Long, Short, Value, Large Cap, and other categories on SumZero rankings. by Kyle Guske II, Senior Investment Analyst, MBA
January 4, 20240Comments3Q23 Filing Season – Parsing Stats and Value CreatedDuring the three weeks of 3Q23 filing season we parsed 2,931 filings and saved our clients a total of $903,390. by Kyle Guske II, Senior Investment Analyst, MBA
December 11, 20230CommentsDecember 2023 Stock-Picking Accolades: #1 All-Time, #1 in Short, #1 in Value, #1 in Large Cap, #1 in North America & MoreWe are December's #1 ranked stock picker in the All-Time, Short, Value, Large Cap, and other categories on SumZero rankings. by Hakan Salt, Associate Investment Analyst
November 8, 20230CommentsNovember 2023 Stock-Picking Accolades: #1 All-Time, #1 in Short, #1 in Value, #1 in Large Cap, #1 in North America & MoreWe are November's #1 ranked stock picker in the All-Time, Short, Value, Large Cap, and other categories on SumZero rankings. by Kyle Guske II, Senior Investment Analyst, MBA