Deep Dives
Forensic analysis of stocks flagged by our 200-week moving average screener. Each deep dive runs the five-layer value trap screening framework to determine whether a stock is genuinely undervalued or cheap for a reason.
Below the Line: What 3,370 Crossings Tell Us About Free Cash Flow and the 200-Week Moving Average
We backtested every S&P 500 stock that crossed below its 200-week moving average over 15 years and asked: does positive free cash flow predict better outcomes? The answer is more complicated — and more useful — than we expected.
The Uranium Supercycle: Who Wins, Who Gets Squeezed, and Where the Framework Finds an Edge
Uranium is in a structural supply deficit with no quick fix. Every miner is 90%+ above the 200WMA. Utilities burn through fuel contracts they can't afford to replace. We model what happens to utility earnings at $200, $300, and $500/lb uranium, and identify the only nuclear names where the framework has a signal.
Sesame Seed Trades: The Butterfly Effects of the Strait of Hormuz
The Strait of Hormuz closure doesn't just affect oil. It cascades into helium, fertilizer, nuclear energy, maritime insurance, petrochemicals, and shipping routes. We map the second and third-order effects and identify where the mungbeans framework finds actual value in the chaos.
What to Do With Your Cash When the World Is on Fire
The Strait of Hormuz is closed. Oil just broke $100. Japan and Korea are in freefall. Inflation is re-accelerating. What does the mungbeans.io 200-week framework say about investing during geopolitical crises — and what should you actually be doing with your cash right now?
Stock Faceoff: S&P Global (SPGI) vs. Nasdaq (NDAQ)
Two dominant financial data companies. One just crossed below its 200-week moving average, the other sits 28% above it. Which is the better investment right now?
Stock Faceoff: Lululemon (LULU) vs. Abercrombie & Fitch (ANF)
Two premium apparel retailers at dramatically different positions relative to their 200-week moving averages. Lululemon has cratered 50% below the line. Abercrombie is sitting right on it. Which is the better buy?
Stock Faceoff: Iridium (IRDM) vs. EchoStar (SATS)
Two satellite companies, two completely different stories. Iridium sits 29% below its 200-week moving average with strong free cash flow. EchoStar is 260% above it, running on spectrum sales and restructuring momentum. Which is the better investment?
Stock Faceoff: Disney (DIS) vs. AppFolio (APPF)
Two completely different businesses just crossed below their 200-week moving averages. One is a $176 billion entertainment empire, the other a $6 billion property management software company. Which new crosser is the better buy?
StealthGas (GASS): Deep Value or Value Trap?
A forensic value analysis of StealthGas, the world's largest owner of small pressurized LPG carriers, trading at 44% of book value with zero debt. We apply our five-layer screening framework to a shipping company that looks almost too cheap to be real.
The Trade Desk (TTD): Deep Value or Value Trap?
A forensic value analysis of The Trade Desk after a 78% collapse from its highs. We apply our five-layer screening framework to determine whether the leading independent demand-side platform is a broken stock or a broken business.
Nike (NKE): Deep Value or Value Trap?
A forensic value analysis of Nike after four consecutive years of stock declines. Tariffs, China weakness, and rising competition from Hoka and On have crushed the stock — but insiders are buying heavily. We apply our five-layer screening framework.
Sirius XM (SIRI): Deep Value or Value Trap?
Berkshire Hathaway owns 37% and keeps buying. A forensic analysis of Sirius XM at $21.68 — 39% below its 200-week moving average.
PayPal (PYPL): Deep Value or Value Trap?
A forensic value analysis of PayPal at its lowest valuation in history. We run it through our five-layer screening framework to determine if this is a generational buying opportunity or a melting ice cube.