Jim Furey founded the firm in October 2008. Mr. Furey writes research, meets with clients, and oversees the firm’s operations.
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Evening Charts
Dream Team: Trailing Year
James Furey, CFA
April 22, 2026
Dream Team YTD
April 21, 2026
Dashboard Deck
Small Breaks Out, Beating Large
April 18, 2026
Best EPS & EBIT Revisions with Min 5% Rev & 10% EPS Growth
April 13, 2026
Quality (ROIC) + Price (Earnings Yield) + Momentum
April 10, 2026
Insights
Troubled PE & PC Markets Create Small-Cap Opportunities – SpaceX to Make IPOs Popular Again
April 9, 2026
Scoring Best EBIT Growth, Furthest From 50 & 200 DMAs
April 8, 2026
Quarter-End Letter
Webinar Replay: 1Q26 Letter & Outlook
Join Today’s 11 AM EST 1Q26 Ltr & Outlook Webinar