Independent Research

Research Reports

I publish independent, data-driven equity and income research. Every report includes the full methodology, the numbers behind the call, and an honest account of what could prove me wrong.

Written and researched by Prof. Sameer Mathur, Ph.D. (Carnegie Mellon University, Tepper School of Business), and Aryeman Gupta Mathur.

How I choose

Safety, quality, and value

Most investors sort by yield and buy the top of the list, straight into a yield trap. I score the entire index on all three questions, weighted equally, then name the one stock worth owning.

Safety

Is the dividend actually covered? I check payout coverage and the balance sheet before anything else.

Quality

Is the business durable? Margins, credit, and the moat behind the cash flow.

Value

Is the price sensible? Cheap versus fair value and versus its own peers.

Published Research

This month's reports

Each edition puts an entire index under the same screen and names the one winner inside. Pay what you want · suggested $30.

The Best High-Dividend REIT in the S&P 500

S&P 500 · Dividend REIT

Winner named inside the report

I scored every S&P 500 REIT on safety, quality, and value, weighted equally. One name won every way I ran it.

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The Best High-Dividend REIT in the S&P MidCap 400

S&P MidCap 400 · Dividend REIT

Winner named inside the report

Every S&P MidCap 400 REIT, ranked on safety, quality, and value. The winner is a gaming landlord most income investors overlook.

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The Best High-Dividend Stock in the S&P 500

S&P 500 · Dividend Stock

Winner named inside the report

All 472 non-REIT names in the S&P 500, scored on safety, quality, and value. One cheap, well-covered dividend came out on top.

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The Best High-Dividend Stock in the S&P MidCap 400

S&P MidCap 400 · Dividend Stock

Winner named inside the report

All 369 non-REIT names in the S&P MidCap 400, scored on safety, quality, and value. The winner is cheap and cash-rich.

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Read the latest research

The full report, a detailed slide deck, and a 2-page executive summary. Pay what you want · suggested $30.

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