Actionable Stock Investment Ideas Backed by Rigorous Research
Get actionable stock ideas grounded in deep fundamental analysis, with technical and macro overlays for optimal timing.

• Listed company investment committee memorandum.

• Investment thesis, valuation models and scenarios, strategy review, issues and value creation opportunities.

• Systematic Buy Dates for the top 500 U.S. and European Large-Cap, Quality, Growth, and Dividend corporates.

• Market Monitor featuring curated stock ideas.

• Target exit returns (not a guarantee): 15% annualized IRR.

​​

All research is produced by a former Wall Street investment banker and activist portfolio manager.