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Bear Markets in History: How Long They Last, How Deep They Go
What bear market history shows: how deep the major declines went, how long they lasted, and what the recovery math demands from investors.
Analysis
The numbers behind serious investing.
The latest
Are Dividend Aristocrats Worth It? What the Data Shows
What Dividend Aristocrats are, what the 25-year rule really filters for, and the math that decides when dividend growth beats high yield.
Tracking Difference: The Index Fund Fee You Never See
Tracking difference is the gap between an index fund's return and its index. It often costs more than the expense ratio. Here is how to measure it.
High Yield Traps: How to Spot a Dividend About to Be Cut
A high yield can signal a dividend about to be cut. Six warning signs, the payout math behind them, and a checklist to run before buying any high yielder.
Stock-Based Compensation: The Cost Hiding in Plain Sight
Stock-based compensation is a real expense that inflates free cash flow and dilutes shareholders. Here is how to measure what it really costs you.
The Compounding Math Every Stock Picker Should Know
Doubling times, return gaps, and drawdown asymmetry: the compounding arithmetic that decides what a portfolio is worth in 30 years.
The 12-Metric Checklist Before Buying Any Stock
A 12-metric checklist with indicative thresholds and where to find each number in the filings, so you can screen any stock in under an hour.
The four pillars
Every article serves one of four ongoing investigations. Pick yours, start with the guide, then go deep.
Stock analysis
How to read a business through its numbers: metrics, filings, red flags and valuation.
The Index Reality Check
What passive investors actually own, and what the index quietly costs.
Dividends
Yield, growth, payout ratios and the traps between them.
Foundations
The math every stock picker should master before picking anything.
Research
Original screens, rankings and market history from our own engine, methodology included.