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Understand a thesis. Audit a call. Compare a filing.
01 / Read a stock thesis
FormFactor (FORM) is rated Hold as AI and HBM demand are driving strong growth, but the stock already discounts much of the upside. Rich valuation and customer concentration keep the…
Read the research02 / Check the follow-up
Revisiting our Sell call on FTNT: entry $156.25, latest $136.08, -12.9%.
Read the research03 / See what changed
Naploy (NPLY) 2026 10-K analysis comparing the 30 October 2026 filing with its prior-year 10-K, highlighting the MD&A section's biggest changes.
Read the researchFrom the research desk
Century Aluminum (CENX) is rated Hold as earnings have improved, but cash conversion remains weak. The stock looks reasonably levered and operationally stronger, yet negative free cash flow keeps the…
Read the researchDeere & Company (DE) is rated HOLD as its premium valuation already discounts a recovery that is not yet fully visible. Strong free cash flow supports the case, but 6.7x…
Read the researchRio Tinto (RIO) is rated Hold as its solid balance sheet and reasonable valuation are offset by weak free cash flow conversion. The shares look fairly priced, but the cash…
Read the researchNaploy (NPLY) 2026 10-K analysis comparing the 30 October 2026 filing with its prior-year 10-K, highlighting the MD&A section's biggest changes.
Read the researchRafael Holdings (RFL)'s MD&A section changed the most among 6 companies that filed 10-Ks on 29 October 2026, each compared against its prior-year filing.
Read the researchZedge (ZDGE)'s Business section changed the most among 5 companies that filed 10-Ks on 28 October 2026, each compared against its prior-year filing.
Read the researchRevisiting our Sell call on FTNT: entry $156.25, latest $136.08, -12.9%.
Read the researchRevisiting our Sell call on CUE: entry $26.96, latest $20.87, -22.6%.
Read the researchRevisiting our Sell call on FISV: entry $45.38, latest $50.02, +10.2%.
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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