The record
Every issue, and what happened next
Every company the weekly newsletter has covered, what the issue actually argued, the price on the morning it went out, and the price now. Winners and losers both, in the order they were published.
What this is, and what it isn't
- There is no back-test here. This app is new. Every row was published, dated, before anyone knew the outcome — and nothing has been added retroactively.
- Not every issue is a buy. Some said wait. Those are marked, because scoring a “this is too expensive” issue as though it were a recommendation would be dishonest.
- These are not returns. Nobody managed money here. It is a record of what was written and what the price did afterwards — a few weeks of which proves nothing about anything. Judge the reasoning, not the arithmetic.
Read this slowly. It is supposed to be slow.
Value investing works on a timescale that makes a table like this almost useless in the short run. Graham's framework assumes years, not weeks. A few percent either way over a month tells you nothing about whether the reasoning was sound — it tells you the market changed its mood, which it does daily and for no reason you can act on.
It follows that a falling price is not automatically bad news. If the business is still sound and you intend to keep buying, a lower price is the whole point. Buffett put it as a question in his 1997 letter to Berkshire shareholders: if you plan to eat hamburgers for years and don't own a cattle ranch, do you want beef to get more expensive or cheaper? Most people answer sensibly about lunch and get it exactly backwards about shares. His shorter version: “Be fearful when others are greedy and greedy when others are fearful.”
So the honest instruction is: don't score this page. Read what each issue argued, decide whether the argument holds, and check back in a few years. If a name here is down and the reasoning still stands, that is the situation Graham spent his career trying to find.
| Issue | Company | The call | Price then | Price now | Change |
|---|---|---|---|---|---|
#4 sends Sep 6, 2026 | Dick's Sporting Goods DKS A contrarian turnaround after a 40%+ fall, backed by a cluster of insider buying — explicitly not a low-risk Graham bargain. Disclosure: Curtis owned this position. | Contrarian bet | $139.15 | — | — |
#3 Aug 30, 2026 | Stifel Financial SF Cheap once you read a bank correctly — the distress and net-net screens misfire on financials, and the app says so on the page. | Looked cheap | $81.29 | $81.49 | +0.2% |
#2 Aug 23, 2026 | Ingredion INGR Genuinely cheap and high quality — Piotroski 8/9, ~21% under the Graham Number — with lukewarm insider selling as the catch. | Looked cheap | $106.84 | $102.60 | -4.0% |
#1 Aug 19, 2026 | Canadian Tire CTC-A.TO Above fair value on the Graham Number, with no margin of safety. Not a buy at this price. | Said wait | CA$202.00 | CA$186.67 | -7.6% |
3 issues published so far. Prices are the app's most recent cached quote and move constantly; each is shown in the stock's own currency and is not converted. Curtis Travis is a retired AACI appraiser, not a licensed investment advisor — this is a record of published writing, not advice, and not a solicitation to buy anything.