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Understand a thesis. Audit a call. Compare a filing.
01 / Read a stock thesis
FormFactor (FORM) is rated Hold as strong AI-linked demand is offset by a valuation that already prices in much of the recovery. Q1 2026 showed revenue growth, but EBITDA softened…
Read the research02 / Check the follow-up
Revisiting our Sell call on SPHR: entry $147.34, latest $110.44, -25.0%.
Read the research03 / See what changed
Pricesmart (PSMT)'s Business section changed the most among 4 companies that filed 10-Ks on 26 October 2026, each compared against its prior-year filing.
Read the researchFrom the research desk
AMN Healthcare Services, Inc. (AMN) is rated Hold because cash generation is solid, but earnings remain uneven and the valuation is not cheap. Strong free cash flow supports the case,…
Read the researchLifeStance Health Group, Inc. (LFST) is rated Hold as rapid revenue growth is offset by thin margins and a rich valuation. Payor concentration and only modest operating leverage remain the…
Read the researchAlignment Healthcare (ALHC) is rated Hold as fast revenue growth is offset by thin margins and Medicare Advantage exposure. The stock looks inexpensive on EV/revenue, but profitability remains too fragile…
Read the researchPricesmart (PSMT)'s Business section changed the most among 4 companies that filed 10-Ks on 26 October 2026, each compared against its prior-year filing.
Read the researchHoops Scouting USA (HSCT)'s Risk Factors section changed the most among 3 companies that filed 10-Ks on 23 October 2026, each compared against its prior-year…
Read the researchMays J W (MAYS)'s Business section changed the most among 3 companies that filed 10-Ks on 22 October 2026, each compared against its prior-year filing.
Read the researchRevisiting our Sell call on SPHR: entry $147.34, latest $110.44, -25.0%.
Read the researchRevisiting our Sell call on ICHR: entry $59.42, latest $38.06, -35.9%.
Read the researchRevisiting our Sell call on AMKR: entry $60.60, latest $36.81, -39.3%.
Read the researchLF0 Research Desk
A rating is a thesis to examine. The original analysis and later scorecard reviews let you see both the reasoning and the outcome.
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