Moat Magic

The best moats aren’t used to keep consumers out. They bring them back, again and again.

Top Picks in the Financial Sector

“Super twin powers activate.” These businesses enjoy more tailwinds than most investors realize.

Most Attractive Stocks: Model Portfolio Update

16 new stocks make this month’s Model Portfolio.

Most Dangerous Stocks: Model Portfolio Update

18 new stocks make this month’s Model Portfolio.

Training Video Library on YouTube

Webinar replays, DCF case studies and “Value In 60 Seconds” video shorts.

Live Podcast on September 8th

Join us at 12pmET for an AMA and lively discussion.

NC 2000 & Sector Trends

Updated trends in the NC 2000 and its sectors based on the latest 10-Qs. Available to Professional and Institutional members.

Core Vs. GAAP Earnings

ROIC Vs. WACC

FCF Yield

Price-to-Economic Book Value

Economic Vs. GAAP Earnings

NC 2000 & Sector Trends

Free, abridged versions of the reports above.

Core Vs. GAAP Earnings

ROIC Vs. WACC

FCF Yield

Price-to-Economic Book Value

Economic Vs. GAAP Earnings

#1-Ranked SumZero Stock Picker for September

We rank #1 All-Time, Long, Short, Value, and in seven other categories.

Featured Stock in Dividend Growth Stocks Model Portfolio

Get a free look at one of the stocks in this month’s Model Portfolio.

“Operating” Earnings Growth is Misleading

S&P’s measure of earnings runs counter to Core Earnings.

Updates on Sector & Industry Fundamentals – 2Q23

See the latest cash flow, earnings, and ROIC trends for all sectors and the market.

Danger Zone Podcast 8/28/23: Expired Meat

2Q earnings solidify this Zombie stock’s status.

Upcoming Research

Coverage Updates

  • 131: 10-Qs parsed in September.
  • 21: 10-Ks parsed in September.
  •  338 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.