Independent equity research
Company analysis, SEC filing changes and public follow-ups. Read the thesis, inspect the assumptions, and see what happened next.
Free research to read now. Premium research is coming.
New to LF0?
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 TTWO: entry $247.62, latest $201.28, -18.7%.
Read the research03 / See what changed
Simply Good Foods (SMPL) 2026 10-K analysis comparing the 27 October 2026 filing with its prior-year 10-K, highlighting the Business section's biggest changes.
Read the researchFrom the research desk
Conagra Brands (CAG) is rated Hold as cash generation and a fair valuation offset weak earnings conversion and elevated leverage. The stock’s 6.3% free cash flow yield supports the case,…
Read the researchPower Solutions International (PSIX) is rated Hold as cash generation and profitability support the business, but the recovery is still uneven. The stock looks fairly valued after a 20.5% TTM…
Read the researchAMN 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 researchSimply Good Foods (SMPL) 2026 10-K analysis comparing the 27 October 2026 filing with its prior-year 10-K, highlighting the Business section's biggest changes.
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 researchRevisiting our Sell call on TTWO: entry $247.62, latest $201.28, -18.7%.
Read the researchRevisiting our Sell call on NXE: entry $10.40, latest $8.80, -15.4%.
Read the researchRevisiting our Sell call on DOCN: entry $136.29, latest $106.39, -21.9%.
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.
Stay connected
The current research is free to browse. The waitlist is for news about deeper premium analysis when it launches.
This form joins the LF0 premium waitlist. Substack is a separate subscription. You can read the current research without joining either.
Follow your interests
Explore more of the company analyses featured on LF0.