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ESG investing is gaining popularity, and it’s never been a better time to pay attention
One semiconductor firm has stayed out of the headlines during the current shortage, and that’s for the best
Today’s steel manufacturer is an industry outlier, and that may be good coming out of a recession
Mass customization seems like a logistical nightmare, but today’s PC maker shows how profitable the business model can be
While there are many tailwinds for this battery ETF, certain hidden downsides may scare off investors
This traditionally poor performing industry may be riding the At-Home Revolution’s tailwinds
Zoom caused people to put less time into their looks, and beauty companies are scrambling to adjust
This unlikely company is benefiting from semiconductor shortages, but the market may already know
While different industries have seen fortunes rise and fall in the pandemic, one remains unchanged
By sticking to the basics, this technology distribution firm made the most of the pandemic
This ETF lets investors buy “meme” stocks, here’s why that may be a better opportunity than you think
The questionable ‘rent-to-own’ business model has served this company well during the pandemic
This hedge fund legend has emerged with a new identity after overcoming previous scandals
As the backbone for connectivity in the internet of things, this firm’s services have never been more valuable
It’s the backbone of the ongoing vaccine rollout, yet rating agencies understate the value this firm has to offer
Despite what appears to be stiff competition, this firm secretly dominates the water heater market
With backup power getting more important by the day, investors and rating agencies think this battery maker is riskier than it is
Millennium Management’s ‘fund of funds’ approach made Israel Englander the highest earning fund manager last year
Investors can’t tell if this used car Goliath still has room to run, or is already overpriced
The entertainment industry isn’t doomed, but the rating agencies might make you think it is
You can’t have the At-Home Revolution without the cloud, and this company is taking the cloud to the next level
With this Hedge Fund demonized in the press for its GameStop short, we are taking a closer look
The pandemic forced the start of a new auto cycle in America, but rating agencies haven’t caught on yet
As customer service expectations are rapidly advancing, this firm’s services have never been more important
Disney isn’t the only company with strong IP… Today’s firm stands toe-to-toe against the largest conglomerates in the content world
Turns out power plants aren’t very profitable, but this utility company has figured out a better business model
This fund returned 83% in the last year, and its successful track record could tip us off to the biggest names in tech for 2021
Rating agencies are missing how the At-Home Revolution is supporting this company through the pandemic
In a fast moving environment, it can be difficult to measure the impact of economic cabin fever
Holistic investors have changed their strategy this year thanks to the displaced credit market
This med-tech company helps provide care to one of the most underserved markets in healthcare
The rating agencies slammed the HMO market in 2008, and are making the same mistake with today’s company
Using accurate data and the right peer group proves how this firm has totally outclassed its industry
This chemical producer shows how as-reported metrics can lead investors head first into value traps
Last year’s run on animal shelters will leave lasting tailwinds for today’s company, but Moody’s remains skeptical
This data storage firm could have saved itself from being an ‘ice cube’ by looking at the correct accounting data
This payment processor is thriving during the pandemic and benefits from a surge in e-commerce demand
This trading firm appears to be trading at a discount, but the market may already be clued in
Institutional investors fail one of the basic value investing principles – this macro indicator shows why
Credit-focused investors can be slow during a market rebound, and this homebuilder is poised for a second look
After cleaning up GAAP’s blemishes from this skin care and fragrance firm, we can see why it’s been crushing the market
Two economic indicators recently touched 20-year lows, which may be a surprisingly strong growth signal
This company serves as a vital supplier to tech giants, but creditors see only danger ahead
Today’s firm appeared to be boxed out of the CRM space, but has executed on a niche risk avoidance strategy
Insider buying is falling…here’s why that may not be as big of an issue as some investors think
Rating agencies are calling for a 50% risk of default for this microcap wheelmaker, which appears too overblown
This semiconductor company makes a mint supplying the 5G and self-driving car megatrends
The pandemic has wreaked havoc on most quant funds, but this asset manager continues to find winners
While these auto companies may look similar on the surface, the difference is clear under the hood
Rating agencies are missing the risk of this tottering strip-mall operator, leaving bond investors in the cold
Uniform Accounting reveals how much the U.S. government is willing to pay for cyber defense
This professor is the Indiana Jones of finance, and Uniform Accounting shows how his fund is the holy grail of investment strategies
COVID-19 made it tough to analyze the medical industry, further blurring this pharma giant’s real performance
New trends in the battery market left rating agencies in the dark about this battery maker’s credit risk, Uniform Accounting lights the way
This snack giant is eating up the competition during the At-Home Revolution thanks to its irresistible brand portfolio
Consumer credit remains a question mark this holiday season… here’s why low holiday sales might not be a bad sign
This quant hedge fund used data science to make money during the Great Recession, and only Uniform Accounting can show how
Ratings agencies are blind for missing the real story in the insulation industry, leaving this company totally misunderstood
Many consumer staples like soup are overlooked by investors, giving diligent investors an edge
This insightful tool can help predict credit crunches before they happen… here’s what it’s saying today
Kenneth Griffin turned this dorm room fund into the 11th largest hedge fund in the world, and Uniform Accounting shows us how
Investors overreacted to last week’s vaccine news, and this essential RV vendor took far too big a hit
Cars can’t age forever, and this auto repair company may not be able to replicate its success following the Great Recession
Julian Robertson’s failures led this thematic Tiger Cub to 80% returns this year, and Uniform Accounting reveals how
Loyalty programs are the diamond in the rough for the airline industry, and Uniform Accounting shows how this firm takes advantage
The next retailer on the chopping block may have a stronger position than the credit market realizes
Uniform Accounting indicates this mission-critical part of the semiconductor industry is more profitable than the market realizes
As the results are being finalized, let’s look at how the election can affect your portfolio
This fund has found success investing in emerging markets, and Uniform Accounting shows why
Paper product firms are thriving during the pandemic, but credit rating agencies have missed the memo
As more consumers than ever are looking for ATVs, UAFRS reveals the power of the all-terrain business
This fund is daring enough to invest well outside of its benchmark, and is being rewarded for it
Nuts and bolts are here to stay – Uniform Accounting reveals a surprising trend for this fastener giant
This online travel agency shows how the market has been on vacation with its analysis of the firm’s credit
This $8.5 billion acquisition was deemed a failure, Uniform Accounting shows the value hidden within this discount retailer
It may almost be Halloween, but that doesn’t mean you need to be afraid of a “zombie company” apocalypse
Preventing losses is a key part of successful investing, and Uniform Accounting shows how this mutual fund does exactly that
Uniform Accounting shows this retailer’s subscription business isn’t only a money-making strategy for software firms
This company coaches standardized test takers, while proving how rating agencies’ tests aren’t standardized
This company is addicted to making money, and it’s only obvious using Uniform Accounting
This one metric told you to buy in March and sell in August, let’s take a look at what it’s saying now
Looking at his hedge fund holdings can help us get insights into how this hedge fund titan will run the New York Mets
UAFRS shows how this consulting firm has unlocked value through offering unique insights, just like one of our business partners
This consulting firm’s underfunded pension has the rating agencies panicked, for all the wrong reasons
Despite only being at the helm for 9 months, a railroad visionary changed this company’s operations and improved profitability
Bloomberg says insider selling may be a worrying sign, our mosaic tells a different story
Passive investing is about getting factor exposure, and UAFRS shows buying this “growth” fund provides exactly that
This company is stuck in a sector with razor-thin returns, yet Uniform Accounting shows it’s had success differentiating from its peers
The risk of this stable telecommunications network is overstated due to its inaccurate high-yield classification
This contacts maker could see a surge in demand, and investors only realize why that matters when looking through the right, UAFRS lens
The Fed’s actions in March revolved around how important a working credit market is to the economy… let’s see if it’s still functioning well
Passive investing is about getting factor exposure, however, if you buy this “Value” fund, UAFRS shows you’ll get anything but value stocks
This company is benefiting as much as any other from employees having to work from home, and UAFRS reveals whether the market realizes it
Moody’s is punishing this company for an event from over a decade ago, and Uniform Accounting shows why that’s wrong
Uniform Accounting shows how much the market misunderstands this pharmacy consolidator’s strategy, and why that’s presenting an opportunity
Our sound economic mosaic of data is giving us reason to not panic in the recent market pullback
This asset manager made a name for himself by understanding Economic Moats, don’t trust what as-reported metrics say about his success
The reversal of globalization is going to hurt many companies’ profitability, UAFRS shows this company as a big winner
This auto retailer’s credit is being priced like it’s in the middle of the Great Recession, not this very unique recessionary environment
This technology company is unlocking the newest commodity powering the world, and Uniform Accounting shows the value it’s created doing so
Uniform Accounting is showing us what has really been powering this market for the last 10 years and 6 months…hint, it’s not share buybacks
Investing legend Jack Bogle pioneered passive investing, this fund lets investors live by their timetable, as opposed to market timing
Uniform Accounting shows how this resort business has unlocked the power of season tickets for strong profitability
Despite the cord-cutting phenomenon, this broadcasting company is a much safer credit risk than what credit agencies think
This dominant work-from-home leader has used its follower status to unlock massive returns that are only apparent using Uniform Accounting
All is not quiet on the inflation front, and that could have significant implications for valuations
Today’s fund is a pioneer in arbitrage investing, Uniform Accounting shows the fund hasn’t missed a step
Contrary to as-reported accounting, this company’s products are saving clients time and setting this company up to make loads of money
Today’s company is an essential business for both Boeing (BA) and Airbus (EADSY), and that has credit markets wrongly spooked
This vice stock is being priced to be more than recession proof by investors, which makes it a risky bet
This macro hedge fund thrives during times of crisis, our Market Phase Cycle is telling us now might not be the time to bet on them
This Consumer Staples giant thrived in the pandemic, now it needs to keep it up, or it’ll disappoint the market
This automaker is not a fan of the At-Home Revolution, and yet its credit is so bulletproof it’s still a sound investment in the pandemic
Uniform Accounting shows this company is taking advantage of more people practicing their swing in the pandemic
A continuation of short-term unemployment trends could mean bullish signs in the economy
Today’s fund is a pioneer in the hedge fund sector, Uniform Accounting shows the fund hasn’t lost its touch
This billboard company is priced like it’s going out of style, Uniform Accounting shows why those expectations are wrong
Ratings agencies are missing the risk inherent in today’s company that Uniform Accounting makes apparent
Uniform Accounting shows this company is taking advantage of the need for data in making investing decisions
This special lens shows us what Chairman Powell really thinks about the economy and whether investors should be encouraged
Uniform Accounting shows whether this factor investor is seeing its factors distorted by accounting noise
Uniform Accounting shows this company has been able to find success with the help of one of Thomas Edison’s inventions
This “At Home Revolution” beneficiary is priced for credit problems, Uniform Accounting credit analysis show why markets are wrong
Contrary to distorted as-reported metrics, this company thrives off the spending habits of high-income earners looking for a bargain
Corporate credit is not the only KPI for economic growth, looking at this important metric can show if concern is warranted for the economy
This investor eschewed all investing labels, and his reward was market-dominating performance for a decade and a half—UAFRS shows why
This dental supplier looks like a boring distributor, until Uniform Accounting highlights how its asset efficiency unlocks massive value
Ratio-obsessed credit investors are misanalyzing this tobacco company’s credit to their own disadvantage
This company is set to thrive off of disrupted food habits, despite what as-reported metrics say
This indicator has reached all-time highs and provides businesses with much needed support
This company appears to be profiting from the shift towards renewable energy, Uniform Accounting tells a different story.
This family-controlled business is priced for credit problems, Uniform Accounting and compensation analysis shows why markets are wrong
This construction equipment hegemon is going to win from an infrastructure boom, as-reported metrics wrongly say investors shouldn’t care
Investors are concerned about a tax plan come November, here is what it would do to a portfolio if it comes
This timetable investment offers the ability to own world-beating firms without hassle, Uniform Accounting highlights why it’s so dominant
This company is benefitting from how the At-Home Revolution is fueling home improvement, contrary to what as-reported metrics say
Not all companies have the same standards for taking on leverage, with today’s firm being a special case
Investors are pricing this company like its spinoff has unlocked significant value, when Uniform Accounting shows a very different story
Institutional investors are unable to plumb the depths of this illiquid market, making it ripe for individual investors
The market’s appreciation of this chocolatier’s decision to roll-up healthier brands looks idiotic until Uniform Accounting data is reviewed
The liquidity surge in March and April has saved today’s company, Uniform Accounting shows the bond market still hasn’t caught on
Headlines and incorrect data are turning investor opinion wrongly against this pickaxe seller
Capacity Utilization is a key metric to measure economic health—normally, current low levels would imply a long slog, not this time though
While investors may be focused on FAANG, this investor shows there’s a far superior place where the largest returns live
Uniform Accounting shows that not all franchising businesses are created equal, and this one is having more issues than investors may realize
Start-up firms are normally a no-go for credit investors, Uniform Accounting analysis highlights why this negative-earnings business is different
As-reported financials give this educational institution a passing grade, Uniform Accounting shows it’s actually failing badly
This indicator is a powerful tool that helps investors gain crucial insights into individual sector movements through the eyes of management teams
The desire to pay attention to wild predictions has led to this fund flying under the radar, Uniform Accounting shows investors should pay attention
As-reported metrics make this company’s content data look like a commodity, UAFRS shows the unbiased truth just like the company’s ratings
Commoditized businesses fail major strategy tenets, but UAFRS highlights that alone doesn’t make this one a bad credit investment
Being too early can sometimes be worse than being too late. Uniform Accounting helps uncover whether that is the case for this utilities company
Ben Graham’s greatest fears about the market are being realized—valuations indicate a ‘voting machine’ market
Size matters for creditors, but even at below peer-average yields, the market is not understanding the favorability of this firm’s capital structure
As-reported metrics show this company’s network effect is gaining steam, Uniform Accounting shows what investors should really be watching
This fund uses a grassroots campaigning technique normally used to push for political change to unlock value in its investments
For some time, ESG has looked like a fad, Uniform Accounting shows this ESG-focused cloud computer business is anything but
Spin-offs don’t just benefit shareholders, this firm’s spin-off also improved perception of its credit risk helping it navigate the pandemic
Uniform Accounting shows why this “start-up” company’s strategy shift didn’t create new opportunity, it destroyed an already great business
This key credit metric is not rising the way it normally does in a recession, and that’s important for equity investors
One of Warren Buffett’s top reads comes from this investor, and his firm’s “knowledge advantage” becomes clearer under Uniform Accounting
This company looks positioned to win the at-home revolution, but Uniform Accounting tells a different story
UAFRS shows this company is a classic example of how asset-based lending really works—when the market remembers, the bonds will rally
UAFRS showed a transformation in this business that GAAP missed, knowing that made us think a peer that can repeat this is a screaming buy
This key sentiment indicator flashed negative in the first quarter, pointing to a key investment trend for Q2 and beyond
“Invest in what you know” and GARP—an investing legend put this fund on the map, UAFRS shows if the fund still has his magic touch
This “transformative” merger appears to have worked out just as poorly as Time Warner and AOL. Uniform Accounting questions that view
With stable cash flows and no near-term debt maturities, UAFRS shows creditors’ worries about this firm’s ability to pay its debts is excessive
Academics say all acquisitions destroy value, Uniform Accounting shows whether this company’s acquisition strategy bucks that trend
Past performance isn’t indicative of future returns, good process is, Uniform Accounting highlights this fund’s process is no longer sound
Uniform Accounting shows why having a longer-term view of R&D investment should warn investors off this chip stock
While operational disruptions may concern investors, this firm demonstrates that substantial liquidity can alleviate bankruptcy concerns
Uniform Accounting shows how the “shrink to grow” strategy has unlocked massive value for this business, and could continue to
This fund has put up impressive returns by being in strong disagreement with Buffett, Uniform Accounting shows what to expect going forward
This voice software company’s innovations have not translated to strong returns, but Uniform Accounting shows robust numbers
This company has had a high-yield grade from S&P since its IPO, but the market disagrees. Uniform Accounting uncovers who is right
This utility-like industry isn’t regulated like one, and Uniform Accounting shows that has led to massive returns the market isn’t recognizing
UAFRS shows this company’s investment in “surge capacity” hasn’t just saved lives in the pandemic, its led to high profitability
Uniform Accounting shows even companies in “safe” industries have credit and dividend risk the market isn’t capturing
The British East India Company changed Chinese culture forever in order to reap major rewards, and now a new firm is attempting to do the same
Market valuations are pricing in a permanent slowdown in economic growth, but history says that’s unrealistic
This investor’s focus on a unique economic theory helped position his fund to be prepared for the sell-off this year
Uniform Accounting shows this company is still profiting from the most profitable commodity of the Middle Ages
UAFRS focuses on operating profits, even “non-operating” operating expenses, leading us to understand this credit better than the market
Breaking up conglomerates adds value, the market hasn’t cared about this break-up, Uniform Accounting shows it should
One of our most powerful recession indicators is flashing a surprisingly bullish signal
Uniform Accounting shows this activist legend isn’t too distracted chasing the Argentinian navy to find quality targets to aim his guns at
Publishing is dying, but Uniform Accounting shows this name might be able to buck that trend
Uniform Accounting helps show how this retailer is using the lessons learned by overcoming the “retail apocalypse” to navigate the pandemic
This budget retailer could benefit from the economic pain caused by the coronavirus, just like UAFRS shows it did during the Great Recession
Gold is one of the most popular forms of investment, without really being an “investment” at all
This Viking has had to follow his ancestor’s footsteps, exploring new types of investments, Uniform Accounting shows he hasn’t lost his way
This CEO went head-to-head with his former boss to win this industry, Uniform Accounting shows why investors have been excited he won
This firm’s stable cash flows may point to a cataclysmic “Minsky Moment” and for once, equity holders are more concerned than creditors
Uniform Accounting shows this vertically integrated software powerhouse has learned lessons from the 19th century that yield strong returns
This powerful management sentiment indicator gives us reason to be excited about the economic recovery once the pandemic recedes
This fund manager faced a scandal its peers would normally punish a firm for, UAFRS shows its analysts have come out swinging post-crisis
This company is in the “other sin industry,” Uniform Accounting highlights investors should pay attention to this “vice” stock
Ratings agencies don’t seem to have learned their lesson from the Great Recession, that a strong asset backing alone can’t guarantee refinancing
As-reported metrics show this franchising giant as a failure, Uniform metrics show a booming franchiser at a discount that won’t last long
One of the greatest fund managers ever lost investors more than he ever made them, but his pupil’s portfolio is positioned to make money
As-reported metrics show returns have declined massively, but this retail apocalypse target’s stock has rallied massively, UAFRS show’s who’s right
Sometimes neither bond or stock investors are smarter, Uniform Accounting cash flow analysis highlights that for this company both are wrong
This payroll provider has built itself into a full-service provider, Uniform Accounting shows that has made it a 50% return behemoth
A Nobel Prize winner wants you to think the market is still expensive, Uniform Accounting highlights the market’s multiple is very cheap
Uniform accounting shows the market expects this company to continue to make massive profits from a conflict of interest that may not last
Uniform Accounting shows that once this firm monetizes its massive asset base, returns could double, bullish for the bonds and equity
Uniform Accounting shows how a “fast follower” mentality has been worth a trillion dollars to this company, but it might be coming to an end
This investing great got his start by applying Machiavellian principles, Uniform Accounting shows what he’s working on now
You might have planned on shorting this company using as-reported metrics, Uniform Accounting says cover your short position
Moody’s is saying this homebuilder is a bigger credit risk than they were in 2007, but UAFRS says otherwise
This healthcare company looks like it has been caught up in a bitcoin style fad, but Uniform Accounting says otherwise
This investor has made a career for betting on the little guy, Uniform Accounting shows why he keeps making winning bets
This whole industry is cheap, but Uniform Accounting shows us which company is the real future winner
Moody’s is panicked about theoretical risk to a company, Uniform Accounting shows why investors should ignore Moody’s yet again
Uniform Accounting highlights how this company has built a successful niche in a cutthroat industry
A long-term focus on the right macro metrics shows why this market is deeply undervalued
Many of the great investors would tell you that poker and investing are close twins, this investor has proven it with his success in both disciplines
The headlines have had it wrong for years—this company is a long-time cash cow and investors already know it
Six years ago, Uniform Accounting was consistently finding undervalued credits, this company is an example of markets growing more reasonably valued
This value stock is really a value trap, and Uniform Accounting shows why buying the company is an industry call, not a savvy value investor move
As-reported P/Es at all-time highs are actually a buying opportunity, Uniform Accounting shows why
Whether credit signals tell us to be concerned about the market moves, and thoughts for those working with individual investors
Many utilities see profits decline when they try to shrink their carbon footprint, UAFRS shows this firm has improved return using renewable energy
This busted convert is offering yields that would make one think it’s going under…Uniform Accounting shows it isn’t
As-reported metrics make this company look like another conglomerate with high churn and low returns. Uniform metrics show reality is very different
This famous stock trader’s hundred-year-old strategy is still being used to monitor the economy
This investor has spent almost four decades following the playbook of the Dutch East India Company’s largest shareholder
Moody’s reputation got burned by the housing collapse in the late 2000s, it is still penalizing the industry because of it
Uniform Accounting analysis of this company shows Buffett chose the wrong kind of insurer to build Berkshire Hathaway around
The act of short selling is far older than the stock market, and it’s where we get the term “bear market”
This investor’s strategy is built off of the philosophy that “there’s nothing new on Wall Street” and Uniform Accounting shows he’s getting it right
As-reported metrics don’t reflect how successful this company has been in getting back in the game, next is seeing if the company can keep delivering
Investors think this company’s fleet of assets means its debt is safe, but historical analysis and Credit Cash Flow Prime analysis say differently
A jack of all trades, and master of all – this company doesn’t look like your traditional semiconductor firm
This one chart helps us understand refinancing risk and what it means for the economy in 2020 and 2021
This investor’s big bets have both made and almost broke his investing career, Uniform Accounting shows which bucket his current bets will fall under
Contrary to distorted as-reported numbers, this company is a great example of the Efficient Market Theory in action
Moody’s has gotten this company wrong for twenty years. They’re still massively overstating its credit risk, this time for a new reason
Is this biotech firm a negative return start-up or a mature company destroying value by attempting to grow? Uniform Accounting gives the real answer
This professor is the Indiana Jones of finance, and Uniform Accounting shows how his fund is the holy grail of investment strategies
With a 13x as-reported P/E, investors may think this is a deep value commodity play, Uniform data shows a stronger company, but greater risks
Bond investors are almost never more bullish than equity investors, but they are for this company. UAFRS shows it is setting them up for a big loss
Raising prices isn’t the only way to improve earning power, this cable company showed the power of selling more to the same customer base
This Ben Graham disciple was railing on as-reported accounting long before we were, and his portfolio shows the issues with GAAP accounting
This company has expanded its reach across the globe, but at a historically high 31x P/E, its success may not be enough to quench investors’ thirst
How a portfolio strategy beat the market by 7x in just two months by using lessons from a venture capital legend and a distressed debt investor
If you can’t beat ‘em, buy ‘em—this rental company boosted earning power by consolidating the market.
This chart shows a great leading indicator for real Uniform earning power growth of Corporate America – signalling an acceleration
This hedge fund manager invests like a Rothschild, and Uniform Accounting hints he too knows something ahead of the crowd
This company has used unorthodox ways to try to keep up with its peer, and Uniform Accounting metrics show it’s working, and might be accelerating
Creditors are treating this company as a one-hit wonder, but Uniform metrics show its success is sustainable, and markets will need to react
Uniform metrics show this passion project turned into a money-printing machine; however, it would need another big leap to justify lofty expectations.
Corporate America’s REAL earning power: how this chart helps explain the stock market’s cycles and clues into the market’s moves in 2020 and beyond
A mentor, one of the top hedge fund earners in the world, sees alpha in cross-capital credit and equity research… recognizing failures of GAAP
This company’s risk on a new business model unlocked value across its industry, but Uniform metrics show it would need a repeat to justify upside.
This company’s recurring LBOs have terrified Moody’s. Meanwhile, active CDS credit markets and Uniform analytics show why Moody’s is wrong
This company enabled the Flash Boys. Valuations require growth. Wall Street analysts and Uniform metrics show a much slower pace ahead.
This Principles-driven fund manager is as tight-lipped about his process as the CIA – Uniform Accounting offers a window into his black-box
This low-cost retailer turned singles into millions, selling more stuff more often, Uniform metrics say it may be too late for the stock now.
Credit investors are pricing this company to be a casualty of retail armageddon, TRUE uniform earning power data says this may present an opportunity
Who really had and does deliver real earning power? UPS versus FedEx… The as-reported numbers don’t show what’s really going on
History May Not Repeat But It Rhymes: What This Eye-Opening Chart & JP Morgan Tells Us About The Next Bear Market
A Failed Playwright Trained the Greatest Value Investor Ever – What’s Really in His Portfolio Now?
This company’s products own their categories, driving stable profits, but TRUE valuations show the market is pricing in much more than stability
5 years ago, we showed Moody’s was getting this company wrong. TRUE uniform cash flows show that even after the stock’s run, there’s still opportunity
The stock price implies that this company sells pickaxes (instead of mining for gold): TRUE margins (half of as-reported) say they’re losing anyway.
MONDAY MACRO: Powerful Recession Chart our recession-worried clients get from us first: Aggregate UNIFORM US Corp Debt Service (Investor Essentials)
Good Incentives Dictate Good Behavior, Bad Execution Dictates a Falling Stock Price – This Company May be an Example of Both
The Market is Too Excited About this Company Being the Gillette of Industrial Machinery
This company is helping evolve the continuum between advertising, consulting, and investment banking
This company is going through the “Adobe” – and they’re only halfway through their journey
One of the Greatest Hedge Fund Managers Ever Lost His Investors More Than He Ever Made Them
