Research Tracker
We believe in radical transparency. Every stock analysis we publish comes with predefined verified research and catalyst. Here, you can track our ongoing coverage, 3-month check-ins, and final post-mortem reviews.
Financial Disclaimer (YMYL)
The information provided on Open Coverage is for educational and informational purposes only. It should not be construed as financial advice, investment recommendations, or an offer to buy or sell any securities. Past performance is not indicative of future results.
Active Analyses
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Biglari Holdings (BH): When the Investment Portfolio Holds the Company's Own Stock
RES-2026-025 · Status: On Track
Next: Quarterly Check-in due 2026-11-08
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Cass Information Systems (CASS): a freight-payment processor hiding inside an 'Industrials' label
RES-2026-009 · Status: On Track
Next: Quarterly Check-in due 2026-10-17
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CompX International (CIX): The Lock Maker No Analyst Covers
RES-2026-014 · Status: On Track
Next: Quarterly Check-in due 2026-10-21
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CRA International: The Expert Witness Economics Firm Hiding in Plain Sight
RES-2026-026 · Status: On Track
Next: Quarterly Check-in due 2026-11-22
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Daily Journal Corporation (DJCO): The Newspaper That Became a Court SaaS
RES-2026-023 · Status: On Track
Next: Quarterly Check-in due 2026-11-05
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Donegal Group (DGICA): A Controlled P&C Insurer at a Complexity Discount
RES-2026-023 · Status: On Track
Next: Quarterly Check-in due 2026-11-04
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Energy Recovery (ERII): 65% gross margins hidden behind a failed side-experiment
RES-2026-008 · Status: On Track
Next: Quarterly Check-in due 2026-10-17
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Gencor Industries (GENC): The Asphalt Plant Maker Living Off the Infrastructure Bill
RES-2026-013 · Status: On Track
Next: Quarterly Check-in due 2026-10-19
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Hingham Institution for Savings (HIFS): The $4.5B Bank Nobody Screens
RES-2026-012 · Status: On Track
Next: Quarterly Check-in due 2026-10-18
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Hudson Technologies (HDSN): the refrigerant reclaimer the screen sees as a melting ice cube
RES-2026-007 · Status: On Track
Next: Quarterly Check-in due 2026-10-16
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Innospec (IOSP): three businesses wearing one cyclical label
RES-2026-002 · Status: On Track
Next: Quarterly Check-in due 2026-10-05
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Investar Holding (ISTR): a serial acquirer mid-digestion, priced on numbers it won't fully show
RES-2026-005 · Status: On Track
Next: Quarterly Check-in due 2026-10-11
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Investors Title Company (ITIC): The Attorney-Network Moat Nobody's Watching
RES-2026-011 · Status: On Track
Next: Quarterly Check-in due 2026-10-18
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John B. Sanfilippo & Son (JBSS): The Nut Company Analysts Stopped Watching
RES-2026-024 · Status: On Track
Next: Quarterly Check-in due 2026-11-06
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Kingstone Companies (KINS): the turnaround Wall Street hasn't re-rated
RES-2026-004 · Status: On Track
Next: Quarterly Check-in due 2026-10-11
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Liquidity Services (LQDT): The Government Auction Platform Hiding Inside a 'Specialty Retailer'
RES-2026-021 · Status: On Track
Next: Quarterly Check-in due 2026-11-02
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NACCO Industries (NC): The Contract Mining Business Hiding Inside a 'Coal Company'
RES-2026-020 · Status: On Track
Next: Quarterly Check-in due 2026-11-02
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Omega Flex (OFLX): The 60% Margin CSST Manufacturer With a Narrative Problem
RES-2026-017 · Status: On Track
Next: Quarterly Check-in due 2026-10-27
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Orion Group (ORN): a 228x P/E that hides a company the screens can't price
RES-2026-006 · Status: On Track
Next: Quarterly Check-in due 2026-10-11
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Perella Weinberg (PWP): the screen says broken, the cash flow disagrees
RES-2026-003 · Status: On Track
Next: Quarterly Check-in due 2026-10-06
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Preformed Line Products (PLPC): The $1.6B Grid Hardware Maker With No Analyst Coverage
RES-2026-016 · Status: On Track
Next: Quarterly Check-in due 2026-10-24
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Utah Medical Products (UTMD): 0 Analysts, 30% Net Margin
RES-2026-019 · Status: On Track
Next: Quarterly Check-in due 2026-10-31
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Value Line (VALU): A 94-Year Research Franchise With Zero Analysts and a $31M Float
RES-2026-010 · Status: On Track
Next: Quarterly Check-in due 2026-10-18
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Weyco Group (WEYS): The Florsheim Distributor With 0 Analysts and a 7.9% Dividend Yield
RES-2026-018 · Status: On Track
Next: Quarterly Check-in due 2026-10-30
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Winmark Corporation (WINA): The Royalty Machine Screeners Flag as Distressed
RES-2026-015 · Status: On Track
Next: Quarterly Check-in due 2026-10-21
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York Water Company (YORW): The Oldest Investor-Owned Water Utility Has Two Analysts
RES-2026-022 · Status: On Track
Next: Quarterly Check-in due 2026-11-03
Post-Mortem Archive
No completed reviews yet.