Long Idea: Smart Managers Find Better Stocks
This fund’s manager looks beyond traditional accounting metrics.
WeWork Is the Most Ridiculous IPO of 2019
It might just be the worst IPO of all time.
Safest Dividend Yields: Model Portfolio Update
11 new stocks make this month’s model portfolio.
WeWork's Business Model and Valuation – Our Interview with Yahoo Finance
Get the truth about the most ridiculous IPO of 2019.
Featured Stock in Exec Comp Aligned with ROIC Model Portfolio
Get a free look at one of the stocks in this month's model portfolio.
Danger Zone Podcast: 8/16/19: All the Reasons Why Netflix Is Doomed
9 reasons the streaming giant will struggle to justify its valuation.
Upcoming Research
- New Danger Zone: 8/26/19
- New Long Idea: 8/28/19
- Dividend Growth: Model Portfolio Update: 8/29/19
- Most Attractive/Most Dangerous: Model Portfolio Update: 9/5/19
Coverage Updates
- 1881: 10-Qs parsed since Aug 1.
- 70: 10-Ks parsed since Aug 1.
- 125: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.