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🔎Whirlpool: The best bet on a revival of the housing market?
The stock is trading at less than 3x mid-cycle earnings and the company has a distinct competitive advantage through their domestic manufacturing…
 • Rene Bruentrup
🔎ROOT 1Q26: Time to load the boat.
The company posted fantastic results. The business is reaccelerating and they earned a record profit. It seems like the insurance cycle is turning sweet…
 • Rene Bruentrup
🔎Aurora Innovation 1Q26: Time to scale.
The commercial launch of robotrucks in America's Sun Belt is possibly the biggest and most underreported story in the world of autonomy right now.
 • Rene Bruentrup
🔎Cerebras is finally going public.
A quick update on possibly the hottest IPO of the year.
 • Rene Bruentrup
🔎adidas: Supershoe = Superstock?🏃
Nike stock tripled when it dominated road running the way adidas is dominating right now. Yet adidas gets no love from investors. Its stock is trading…
 • Rene Bruentrup
🔎The truth about the strong credit impulse.
Why are bank loans growing so much when the housing market is frozen, consumer confidence is poor and the labor market is not creating new jobs?
 • Rene Bruentrup
🔎The Real Estate comeback will still be huge.
Capitulation in progress...
 • Rene Bruentrup
Fallacy Alarm
Fallacy Alarm
Blending single stock, macro and thematic research into powerful bull and bear cases.
Latest single stock research
adidas
Aurora Innovation
Airbnb
B Riley Financial
Better Home & Finance
Big Tech
BYD
Cal-Maine Foods
Carvana
CBIZ
Cerebras
Costco/Walmart
CRISPR stocks
Eli Lilly/Novo Nordisk
EQT
Garmin/Strava
goeasy
InMode
Meta
MicroStrategy
Nike
Nuscale/Oklo
Nutrien/CF Industries/Mosaic/FMC
NVIDIA
Opendoor Technologies
Oracle
Peabody
Rocket Companies
Root/Lemonade
Sartorius
SQM/Albemarle
Summit Therapeutics
Tesla
Toyota
UnitedHealth

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