The Vance Report
Field notes.
Writing from the research desk. What the filings say, what the record shows, and what we got wrong on the way to finding out.
These are not market calls. They are notes on method — how a screen is built, what a balance sheet can and cannot tell you, and where the published record quietly misleads. Where we have tested something and it failed, that is in here too.
- 29 Oct 2026 The five highest-ranked US companies on 28 October 2026 1,170 companies ranked on the close of 28 October. Cricut is first with a score of 84.5, as it was the session before. Flexsteel Industries joins the five, and Progyny drops out.
- 28 Oct 2026 The five highest-ranked US companies on 27 October 2026 1,165 companies ranked on the close of 27 October. Cricut is first with a score of 84.4, as it was the session before. Yelp joins the five, and Flexsteel Industries drops out.
- 27 Oct 2026 The five highest-ranked US companies on 26 October 2026 1,158 companies ranked on the close of 26 October. Cricut is first with a score of 83.6, as it was the session before. The same five names as the session before.
- 24 Oct 2026 The five highest-ranked US companies on 23 October 2026 1,165 companies ranked on the close of 23 October. Cricut is first with a score of 83.7, as it was the session before. The same five names as the session before.
- 23 Oct 2026 The five highest-ranked US companies on 22 October 2026 1,169 companies ranked on the close of 22 October. Cricut is first with a score of 83.6, as it was the session before. The same five names as the session before.
- 22 Oct 2026 The five highest-ranked US companies on 21 October 2026 1,169 companies ranked on the close of 21 October. Cricut is first with a score of 83.9, as it was the session before. Progyny joins the five, and Yelp drops out.
- 21 Oct 2026 The five highest-ranked US companies on 20 October 2026 1,169 companies ranked on the close of 20 October. Cricut is first with a score of 83.3, as it was the session before. The same five names as the session before.
- 20 Oct 2026 The five highest-ranked US companies on 19 October 2026 1,163 companies ranked on the close of 19 October. Cricut is first with a score of 83.4, as it was the session before. The same five names as the session before.
- 19 Oct 2026 2 out of 300: introducing the LEAPS screen A second Vance screener, built on the first. Of the 300 best-ranked companies on the value screen, two passed all five filters for long-dated options. What it checks, why liquidity eliminates almost everything, and what the two that passed actually cost.
- 17 Oct 2026 The five highest-ranked US companies on 16 October 2026 1,170 companies ranked on the close of 16 October. Cricut is first with a score of 83.0, up from #2 the session before. The same five names as the session before, with Cricut and Flexsteel Industries changing places.
- 16 Oct 2026 The five highest-ranked US companies on 15 October 2026 1,176 companies ranked on the close of 15 October. Flexsteel Industries is first with a score of 82.6, up from #2 the session before. The same five names as the session before, with Flexsteel Industries and Cricut changing places.
- 14 Oct 2026 The five highest-ranked US companies on 14 October 2026 1,169 companies ranked on the close of 14 October. Cricut is first with a score of 82.7, as it was the session before. Gentex joins the five, and Progyny drops out.
- 13 Oct 2026 The five highest-ranked US companies on 13 October 2026 1,142 companies ranked on the close of 13 October. Cricut is first with a score of 83.1, as it was the session before. Progyny joins the five, and Gentex drops out.
- 12 Oct 2026 The five highest-ranked US companies on 12 October 2026 1,181 companies ranked on the close of 12 October. Cricut is first with a score of 83.2, up from #2 the session before. The same five names as the session before.
- 9 Oct 2026 The five highest-ranked US companies on 9 October 2026 1,178 companies ranked on the close of 9 October. Flexsteel Industries is first with a score of 83.0, as it was the session before. The same five names as the session before.
- 8 Oct 2026 The five highest-ranked US companies on 8 October 2026 1,179 companies ranked on the close of 8 October. Flexsteel Industries is first with a score of 83.0, as it was the session before. The same five names as the session before.
- 7 Oct 2026 The five highest-ranked US companies on 7 October 2026 1,183 companies ranked on the close of 7 October. Flexsteel Industries is first with a score of 83.0. Flexsteel Industries and Gentex join the five, and Progyny and Consolidated Water Co. drop out.
- 6 Oct 2026 The five highest-ranked US companies on 6 October 2026 1,158 companies ranked on the close of 6 October. Cricut is first with a score of 82.2, as it was the session before. The same five names as the session before.
- 5 Oct 2026 The five highest-ranked US companies on 5 October 2026 1,157 companies ranked on the close of 5 October. Cricut is first with a score of 82.1, as it was the session before. The same five names as the session before.
- 2 Oct 2026 The five highest-ranked US companies on 2 October 2026 1,160 companies ranked on the close of 2 October. Cricut is first with a score of 82.0, as it was the session before. Consolidated Water Co. joins the five, and Nutex Health drops out.
- 1 Oct 2026 Special report: the war comes home through the mortgage rate Mortgage rates went from 5.98% before the first strikes on Iran to 7.28% on October 1. How the war reaches American housing, the strain on Opendoor, the builders and their suppliers, and the order a recovery would come in.
- 1 Oct 2026 The five highest-ranked US companies on 1 October 2026 1,162 companies ranked on the close of 1 October. Cricut is first with a score of 82.0, as it was the session before. Nutex Health joins the five, and Consolidated Water Co. drops out.
- 30 Sep 2026 The five highest-ranked US companies on 30 September 2026 1,165 companies ranked on the close of 30 September. Cricut is first with a score of 82.1, up from #3 the session before. Consolidated Water Co. joins the five, and Charles River Labs drops out.
- 29 Sep 2026 The five highest-ranked US companies on 29 September 2026 1,169 companies ranked on the close of 29 September. Yelp is first with a score of 80.0, as it was the session before. Progyny joins the five, and Pacira Biosciences drops out.
- 28 Sep 2026 The five highest-ranked US companies on 28 September 2026 1,168 companies ranked on the close of 28 September. Yelp is first with a score of 80.4, as it was the session before. Pacira Biosciences joins the five, and BorgWarner drops out.
- 26 Sep 2026 The five highest-ranked US companies on 25 September 2026 1,171 companies ranked on the close of 25 September. Yelp stays first and the same five names hold, with Charles River Labs and BorgWarner swapping places.
- 30 Sep 2026 The five highest-ranked US companies on 24 September 2026 1,174 companies ranked on the close of 24 September. Yelp is first with a score of 80.2, as it was the session before. BorgWarner joins the five, and Progyny drops out.
- 24 Sep 2026 Yelp fell 6.5% and moved up the ranking 1,181 companies ranked on the close of 23 September. The top name fell through its 52-week low and got cheaper by every measure at once — which is what happens when cheapness carries four times the weight of the market's opinion. Progyny replaces BorgWarner in the five.
- 23 Sep 2026 The five highest-ranked US companies on 22 September 2026 1,190 companies read from their own filings and put in order. What the screen likes in Yelp, NerdWallet, Cricut, Charles River and BorgWarner — and, for every one of them, what the same arithmetic does not like. Yelp is first and scores 9 out of 100 on confirmation.
- 22 Sep 2026 Spotting hidden warning signs in IPO financial filings before retail investors lose money Most of what goes wrong after a listing was written down before it. Where each warning sign sits in a prospectus — losses on a small revenue base, insiders selling, a going-concern paragraph, weak accounting controls, adjusted numbers — and which popular red flags the evidence does not support.
- 20 Sep 2026 From IPO to delisting: what investors actually live through Six in ten companies that filed with the SEC over the last decade no longer carry a listing. This is one composite investor's five years inside a single position — the bell, the lockup, the deficiency notice, the reverse split, the cancelled certificate — set against what the record says about how often it ends that way.
- 16 Sep 2026 Why cash matters in a drawdown A falling price creates attention. A durable cash cushion creates options. On using balance-sheet cash to separate a temporary drawdown from permanent impairment — and why survivorship is the hidden edit in every record you are shown.
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