Archive - Security Analysis

Feb 22

Automatic Data Processing (ADP)

Feb 15

Nothing But Net

This podcast is a discussion between Matt Cochrane & I about the book, Nothing But Net: 10 Timeless Stock Picking Lessons from one of Wall Street’s Top…

Feb 14

1:03:39

Feb 8

Arista Networks (ANET)

Feb 1

January 2026

Parker-Hannifin (PH)

Jan 25

C.H. Robinson Worldwide (CHRW)

Jan 18

Marsh & McLennan Companies (MMC)

Jan 11

VSG Stock List 2025 Performance Review

Below is the 2025 stock list, along with the key metrics from early 2025 at the time each company was selected.

Jan 4

December 2025

The 2026 VSG Stock List

Last year, I introduced the stock list—a culmination of this site’s work analyzing companies one by one through fundamental security analysis.

Dec 29, 2025

Valmont Industries (VMI)

Dec 28, 2025

Brown & Brown (BRO)

Dec 21, 2025

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