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Investing educationHow to value a business, size a portfolio, and read research without getting fooled by it.StrategyWhat it takes to beat the S&P 500 as a long-term investor, and how our process tries to do it.ResearchCompany work, screens, and the signals we test before trusting them.MarketsMacro, sectors, and themes that move the stocks we follow.PerformanceHow our live book is doing, written up in full, losers included.

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Stock Downside Risk Analysis Starts With the Business7 min read How to Assess Profit Margins Before Buying Stocks7 min read Free Cash Flow Stock Analysis for Long-Term Investors7 min read

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Value a business

Intrinsic value calculatorA five year free cash flow grid that turns assumptions you type into value per share, with no upside call.Free cash flow worksheetTrailing cash ratios from our stored snapshot when available, plus an owner earnings box that only uses numbers you type.Profit margin calculatorTurn revenue and gross, operating, and net margins into dollar profit lines and the gap from gross to net.Competitive advantage worksheetTrailing profitability from our snapshot beside a moat checklist you fill in, with no moat grade.

Size and risk

Downside risk worksheetSee how a loss you type in one position moves the portfolio, beside balance sheet figures from our snapshot when we have them.Concentrated portfolio calculatorSee equal weight and top heavy weight math for how many stocks you hold and how large the biggest one is.Average down calculatorSee the new average cost, how many shares to buy to average down, the move back to breakeven, and the portfolio weight after you add.

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Company data

Company directoryHeadcount, revenue and revenue per employee for every company we track.Revenue per employee leaderboardWho earns the most per person, and who grows sales faster than hiring.

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The service

How we investThe rules behind every pick.Track recordEvery trade in the live book, losers included.Pricing

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