Since 2007, to share discoveries as early as we can in our research process, we developed what we call Reasons For Tracking (RFT). RFT’s are structured articles of intermediate length, highlighting stocks that have piqued our interest for a number of reasons. In some cases, we take preliminary positions.
In the end, a number of these stocks have actually proven to be some of the best discoveries and investments once we pulled the trigger. This is also a great tool for the intermediate to advanced investor to dive into and continue the research on the ideas if they are appealing enough to them.