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
Quarter-End Letter
Webinar Replay: 1Q26 Letter & Outlook
James Furey, CFA
April 8, 2026
Join Today’s 11 AM EST 1Q26 Ltr & Outlook Webinar
Evening Charts
Cheap EV/S vs Sector
April 6, 2026
1Q26 Letter Webinar Wed. Apr. 8th 11 AM EST
Insights
The Week that Was
April 3, 2026
25 Most Oversold & Overbought Stocks
April 2, 2026
Discretionary Names to Consider if Selling Energy
April 1, 2026
Strongest Estimate Revisions – Sales, EBIT, EPS
March 31, 2026
Capital Efficiency, Growth, Valuation, Momentum