A call is only worth something if it can be checked later. Here are the calls, ranks and lists After Deal keeps, and what happened next. Nothing unflattering is removed.
Premises
4changes of call
Seven premises are called every morning (holds / watch / broken) and every change is kept. Since 2026-09-29.
TOB Radar
0tender offers recorded
Where each new tender offer's target stood on our list beforehand. None yet. Since 2026-09-30.
Value Watch
| N | Picks | Market | Gap | |
|---|---|---|---|---|
| Japan | 54 | -3.1% | -4.0% | +1.0% |
| US | 50 | +8.8% | -1.1% | +9.9% |
Each pick bought at the close on the day it entered and held until it left (or today), against the market over the same days. Dropped picks stay in. Since 2026-09-29.
When we fix a mistake, it goes in the corrections log.