Smarter Investing for a Better Future

GE Vernova booked $29.3B of orders in Q3 2026 as AI data centers and utilities raced for power equipment. Here's why GEV is a GoodStock, and where its climate record falls short.

You've probably heard that investing with your values means giving up returns. Schroders and Oxford Saïd Business School tested that on 257 listed impact companies over 14 years. Eight of 10 impact portfolios beat the market.

Comfort Systems USA just posted the best quarter in its history. Backlog of signed work hit $17.8 billion, up 90% in a year. Shares trade about a third below their June peak. The company's leads on safety. We break down the return case, the AI upside and risk and why FIX qualifies as a GoodStock.

Impact investing means investing for measurable social or environmental outcomes on top of a financial return. It doesn’t mean giving up returns. It’s also very different from ESG investing, which measures risk to a company rather than its effect on the world. This post explains how impact investing works and clears up the most common misconceptions.

Colgate is up 8% since we wrote about it in March, yet it still trades well below its long-term average, and we think it has more room to run. The company behind the first recyclable toothpaste tube has made 96% of its packaging recyclable, reusable or compostable.

The first beauty company to make its products in Fair Trade Certified factories just grew sales 36%, its 30th straight quarter of gains. Wall Street sees almost no upside from here. We think Wall Street is wrong. Here’s where we think the stock can go, and why.

Ormat's geothermal plants never clock out, and Google has signed up for up to 150 megawatts of their power. The stock still sits 40% below its June high. Its tax credits are safer than most investors think, and November's midterms could add a tailwind. We see 20–30% upside from a company with a Ziggma Score of 73 and an Impact Score of 79.

TJX crushed earnings, yet the stock plummeted. Now trading 23% off its peak and at a rare discount below its 5-year average valuation, the off-price titan is quietly setting up its next move by turning rival retailers' excess inventory into pure margin. Is Wall Street getting this bargain completely wrong? Here is our fresh take on the upside and the impact.

Airbnb doesn't own a single room, but it turned $4.6 billion into free cash flow in 2025 and returned $3.8 billion to shareholders. Its emissions path fits the 1.5°C goal, and CEO Brian Chesky takes a $1 salary. Here's our return and impact case for ABNB.

We put the Ziggma Stock Score on trial: 2,400 stocks, 4.5 years, no cherry-picking. High scorers beat the S&P 500. Low scorers lost money in a rising market.

AbbVie replaced Humira and came out bigger, yet still trades at 18x next year's earnings while growing faster than Merck or Johnson & Johnson. Its medicines reached 210,000 Americans free of charge last year, and its climate score is 83. The patent record behind it is why impact stops at 70.

Genpact trades at 9 times next year's earnings because investors believe AI will destroy the business of running other companies' back offices. Management is building that AI itself, growing its technology segment 25% while retraining a workforce of 145,000.

Investors decided AI made Photoshop obsolete and cut Adobe 60%. It still collected $10.3 billion in cash last year, and it built the standard newsrooms use to prove a photo is real. Our base case, plus the one part of its record we are not defending.

Against all odds, there's a profitable US bank running on 100% renewable power that's up more than 50% since we flagged it in February. The cheap-valuation call has played out, so can earnings carry Amalgamated Financial (AMAL) even higher? Here's our honest read on the path to $65 to $70 and the risks Wall Street is already pricing in.

MSA Safety builds the breathing gear, gas detectors, and helmets that keep firefighters and industrial workers alive, and it has quietly turned that mission into a standout business: 25% profit growth, roughly 19% analyst upside, and a Ziggma Score of 92. Returns and real-world impact, pulling in the same direction.

Ziggma's Growth, Impact, Momentum model portfolio returned +30% in the first half of 2026 — roughly three times the S&P 500 — from ten high-quality businesses chosen for both returns and real-world impact. Here's the full mid-year, stock-by-stock breakdown of what drove it.

Samsara just flipped the switch from cash-burning startup to profitable software compounder, with earnings up 145.5% and sales growing 30% a year. The stock trades 17% below analyst targets even as its AI helps trucking fleets slash crash rates by 73% and cut billions of pounds of carbon pollution. It's a growth story with real safety and sustainability impact built right into the product.

Our High Conviction 2026 model portfolio returned +3.9% in June — comfortably ahead of a jittery S&P 500 — even as two of its biggest AI names got caught in the market's capex nerves. Here's the full stock-by-stock breakdown of what drove the month.