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
Cheap EV/S vs Sector
James Furey, CFA
April 6, 2026
Quarter-End Letter
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
Dashboard Deck
Small Rises LW & Sharply Outperforms Falling Large-Caps
March 29, 2026
Three Charts: Private Credit in Perspective
March 27, 2026