Jim Furey founded the firm in October 2008. Mr. Furey writes research, meets with clients, and oversees the firm’s operations.
Select a Research Category Page
Evening Charts
Evening Charts: ACHC – Two Activists Newly Involved, Downtrend Eclipsed
James Furey, CFA
October 3, 2025
Insights
Is PE Breaking Down?
October 2, 2025
Small-Cap CapEx Lags Large-Cap, But Poised to Reaccelerate
Energy – Time to Reduce the Underweight
October 1, 2025
Yield Curve Bullish for Small-Caps
September 29, 2025
Evening Charts: High Rev Growth – ALHC ARQT TARS
September 26, 2025
Uncategorized
Help Us Invite Companies to Hidden Gems 2025
September 25, 2025
Evening Charts: Quality – Attractive Nominal & Oversold Relative
September 24, 2025
Dashboard Deck
Dashboard Deck: Bullish Small-Cap Outlook
September 20, 2025