A Dark Knight in the ETF World
A rare Very Attractive ETF in the Neutral-rated Mid Cap Blend fund universe.
Youtube Video Library
Live podcast replays, DCF case studies, tutorials, and “Value In 60 Seconds” video shorts.
Live Podcast on November 3rd
Join us at 12pmET for an AMA and lively discussion.
Dividend Growth Stocks: Model Portfolio Update
Six new stocks make this month’s model portfolio.
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month’s Model Portfolio.
The best ETFs & mutual funds in each sector & style in 3Q23
How to Find the Best Sector ETFs
How to Find the Best Style ETFs
How to Find the Best Sector Mutual Funds
How to Find the Best Style Mutual Funds
The worst ETFs & mutual funds in each sector & style in 3Q23
How to Avoid the Worst Sector ETFs
How to Avoid the Worst Style ETFs
How to Avoid the Worst Sector Mutual Funds
How to Avoid the Worst Style Mutual Funds
Improving Our Company Models: Adding Tier 1 Capital Ratio
We’ve added the Tier 1 Capital ratio to our Company Model and Excel Company Model.
Cheap Funds Dupe Investors – 4Q23
Get the best of both worlds: cheap funds with high-quality holdings.
Danger Zone Podcast 10/16/23: Why This Fast Casual Restaurant is Back in the Danger Zone
This company has no competitive advantage compared to its peers.
Upcoming Research
- New Long Idea: 11/1/23
- New Danger Zone: 10/30/23
- Most Attractive/Most Dangerous: Model Portfolio Updates: 11/2/23
- Exec Comp Aligned with ROIC: Model Portfolio Update: 11/15/23
- Q&A with our experts and other members of our Society of Intelligent Investors. Request an invite here.
Coverage Updates
- 2,950: 10-Qs parsed in October.
- 987: 10-Ks parsed in October.
- 640 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.