Journal

Research and methods.

Analysis, screening methodology, and practical techniques for investors who do their own work.

How Financial Advisors Are Using AI Research Tools in Client Meetings

A look at how RIAs and CFPs are integrating AI-generated research into their client workflow without replacing the judgment that clients actually pay for.

July 5, 2026Read →

Research Methods

5 Screening Criteria That Separate Durable Compounders from Value Traps

Not every low-multiple stock is cheap. Here are the five criteria experienced screeners use to separate the businesses that deserve their discount from the ones that do not.

June 28, 2026Read →

Research Methods

Why AI-Generated Stock Research Needs to Show Its Work

An AI that gives you a number without a source is asking you to trust it the way you would trust a friend's stock tip. Here is why source citations change everything.

June 18, 2026Read →

For informational purposes only. Not financial advice.