Oil Royalty

This Energy company is positioned for profits in a unique way.

Artificially High Valuation

Will Nvidia be bigger than Mexico?

YouTube Video Library

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

Live Podcast on December 8

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

Dividend Growth Stocks: Model Portfolio Update

Seven new stocks make this month’s Model Portfolio.

Safest Dividend Yields: Model Portfolio Update

Seven new stocks make this month’s Model Portfolio.

Focus List Stock: Long: Model Portfolio Update 12/1/23

See the updates.

The New Stock Tracker 50 Membership

For those who do not need the diligence provided in our Professional and Institutional memberships.

S&P 500 & Sector Trends

Updated trends in the S&P 500 and its sectors based on the latest 10-Qs. Available to Professional and Institutional members.

Core Vs. GAAP Earnings

ROIC Vs. WACC

Free Cash Flow Yield

Price-to-Economic Book Value

Economic Earnings Vs. GAAP Earnings

Free: S&P 500 & Sector Trends

Free, abridged versions of the reports above.

Core Vs. GAAP Earnings

ROIC Vs. WACC

Free Cash Flow Yield

Price-to-Economic Book Value

Economic Earnings Vs. GAAP Earnings

New Suspended Rating: Change in Required Cash

Alerting clients to changes in required cash that impact Invested Capital.

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 11/13/23: Why WeWork and This Energy Stock are in the Danger Zone

WeWork reaches its rational conclusion and another Energy stock struggling to make profits.

Upcoming Research

Coverage Updates

  • 3,969: 10-Qs parsed since Nov 1.
  • 629: 10-Ks parsed since Nov 1.
  • 499 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.