Investment research that protects your money first.
Ask Samantha, our AI research engine, builds a full report on every stock we cover: a clear call, scored risk and reward, and price forecasts out to 36 months. Then ask her anything about it, in plain English.
Full access for 14 days. $60/month after your trial.
An Ask Samantha report
The call, the scores, and your follow-up questions in one place.
- Ask SamanthaFull stock reports, plain-English answers
- Live every weekdayThe Morning Edge, 8:30 a.m. ET
- Every stock gradedA to F, technicals first
- 14-day free trialEvery tool included
Inside every Ask Samantha report
Each stock we cover gets a full report of more than 30 sections, from business model to risk dashboard. Here's what members use most.
A clear call
Add, hold, trim, or sell, backed by an investment score, a thesis score, and a financial-risk score you can compare across stocks.
Five-scenario price forecast
Stress, conservative, base, thesis, and aggressive cases at 12, 24, and 36 months, with the probability of each and the odds of a double.
Where to buy, add, and trim
Entry, add, and trim zones, plus the price that triggers a fundamental review. No guessing at levels.
How much to own
Starter, target, and maximum position sizes, set so a stress-case drop doesn't sink your portfolio.
Catalysts and thesis checks
What's coming in the next 30, 90, and 180 days, what would strengthen the thesis, and what would break it.
Every number checked
A built-in audit runs the arithmetic in code and grades data confidence, so you know how solid the inputs are.
Plus the rest of your toolkit
A graded stock Scorecard, live analysis every weekday, and a model portfolio you can follow.
Every stock, graded A to F
The Scorecard grades each stock on five dimensions, led by technicals and then fundamentals. Every grade comes with entry zones, a 10th Man bear case, and a downloadable white paper.
Live every weekday morning
Trent Grinkmeyer and Mark Willet host The Morning Edge at 8:30 a.m. ET: overnight action, key charts, and the setups that matter, then your questions. Signal before the opening bell.
See exactly what's in the portfolio
Kerry's Tell Sheet shows his model portfolio, his watchlist, the technical levels he's watching, and how he manages risk. In our latest member survey, 95% said they use it.
What members say
“When I heard ‘if you own a company and you don’t know why you own it, you shouldn’t own it,’ I pretty much fell on the floor. This is not Jim Cramer talking or any of these other supposed analysts. This is somebody with a different message.”
“I’ve been a member for several years now, and I’m truly proud to be part of this community. Seeing everything you’ve built — the Scorecard, the technical analysis, and Kerry’s brilliant ‘Tell Sheet’ — is impressive. Every update is like receiving a new gift. Don’t slow down — I love these gifts. Bravo, team. You are exceptional.”
“I love the scorecard for pertinent financial and operational statistics to determine buy or sell the security. I also like future three years of stock price in bear, base and bull case. Try it. You will love it.”
PLATINUM MEMBERSHIP
Investment research built for everyday investors. Start with a 14-day free trial.
$60
per month
Most investors don't lose money because they lack information. They lose it because they have too much noise and no process. Best of US Investors gives you the process: a professional research team, a disciplined scoring system, and a community of investors who show up every week to get better. One membership. Every tool.
What's included
Ask Samantha: Our AI Research EngineA full research report on every stock, with answers to your questions.
Ask Samantha is the research engine behind the membership. For every stock we cover, she builds a report of more than 30 sections: a clear call with investment and risk scores, a five-scenario price forecast at 12, 24, and 36 months with the probability of each, entry and trim zones, and position sizing. A built-in audit checks every number. Have a question about the report? Ask, and Samantha answers from the research in plain English.
Kerry's Tell Sheet + PortfolioA weekly watchlist and model portfolio.
Kerry Grinkmeyer, CFP®, ChFC®, CLU®, brings more than two decades of fundamental analysis to the Tell Sheet, his weekly watchlist and model portfolio. See what Kerry owns, what he's watching, where the technical levels sit, and how he manages risk when markets turn. In our latest member survey, 95% said they use the Tell Sheet, and 82% use it every week.
The Morning Edge: Weekday Expert Market AnalysisLive every weekday at 8:30 a.m. ET / 7:30 a.m. CT.
Start your trading day knowing what moves markets before the opening bell. Hosts Trent Grinkmeyer and Mark Willet walk through overnight action, key charts, and the setups that matter, then open the floor to member questions. Signal before the noise starts.
The Scorecard: A Comprehensive Quantitative Research ReportEvery stock, graded A to F.
The Scorecard grades every stock A through F across five weighted dimensions: Technical (37%), Fundamental (23%), Demand (15%), Macro (15%), and Sentiment (10%). Price action leads; fundamentals confirm. Each grade comes with a fair-value band, entry zones from Strong Buy to Trim, probability-weighted price ranges, and a 10th Man bear case that argues the other side before you buy. Want the full story? Download a white paper on the stock.
Professor Samantha: Professional-Grade EducationLearn the methods the pros use, in plain English.
Professor Samantha teaches you the why behind every trade: how to read a chart, how to size a position, how to judge valuation, and how to manage risk before it manages you. Whether you're opening your first position or refining a decades-old process, you'll build skills that compound.
Kerry's Friday Tribe CallEnd your week live with Kerry.
Every Friday, Kerry hosts a live call with the BUS! Tribe. He reviews the week, breaks down portfolio moves, previews what's ahead, and answers your questions directly. No script. No filter. A seasoned advisor talking markets with people who take investing seriously.
Exclusive Discord CommunityInvestors helping investors, all day.
Join a members-only Discord where you can share ideas, ask questions, and connect with the BUS! team and fellow subscribers between live sessions. Access is limited to active members.
Unlimited Replay AccessNever miss a session.
Can't make it live? Every Morning Edge and Friday Tribe Call is recorded and available on demand. Watch on your schedule, rewatch the sessions that matter, and build your own library of market education.
Why investors choose Best of US Investors
We protect capital first.
Growth means nothing if you give it back in the next drawdown. Every tool we build starts with risk.
We show our work.
Kerry's portfolio, the Scorecard's weightings, the reasoning behind every call. You see it all.
We speak plain English.
No jargon dumps. No hype. Clear analysis from people who've managed real money through real markets.
We meet you live.
Six live sessions every week, plus a community that answers questions in real time.
Frequently asked questions
How much does a Best of US Investors membership cost?
Platinum Membership costs $60 per month and includes every tool, report, live session, and community feature. No tiers, no upsells.
Is there a free trial?
Yes. New members get a 14-day free trial with full access to everything in the membership.
Do I need investing experience?
No. Many members are still learning, and Professor Samantha and our live sessions meet you where you are. Experienced investors use the Scorecard and Tell Sheet to sharpen an existing process.
When are the live sessions?
The Morning Edge airs weekdays at 8:30 a.m. ET / 7:30 a.m. CT. Kerry's Friday Tribe Call runs every Friday. Replays of both are available anytime.
Ready to invest with a process?
Ask Samantha anything, start every weekday with The Morning Edge, and finish every Friday live with the Tribe.
START YOUR 14-DAY FREE TRIALPreserve. Protect. Grow. In that order.Live Loud!
Best of US Investors provides research and education, not personalized investment advice. Investing involves risk, including loss of principal.
The people behind the research
Three partners, three disciplines: fundamental analysis, quantitative research, and daily market analysis. Not a faceless newsletter. A team that shows up live every week.
Kerry Grinkmeyer, CFP®, ChFC®, CLU®
Partner, Fundamental Analysis
Writes the Tell Sheet, manages the model portfolio, and hosts the Friday Tribe Call. More than two decades of earnings, valuation, and risk management.
Trent Grinkmeyer
Partner, Quantitative Research
Builds the Scorecard and the models behind it: price action, volume, and options flow. Co-hosts The Morning Edge. 23 years in financial services.
Mark Willet
Partner, Market Analysis
Co-hosts The Morning Edge with Trent every weekday: what moved overnight, the charts that matter, and what to watch today.
Our mission is to give everyday investors a home for their financial questions, and the tools to become better stewards of their money.
Preserve. Protect. Grow. In that order.
Not ready for a trial? Read a full report free.
See exactly what members get: our complete Ask Samantha report on NVIDIA (NVDA), with the call, the five-scenario forecast, entry zones, and position sizing.