Research Ideas
Up to five researched ideas each week, delivered daily after the close, or a clear no-idea call when nothing earns conviction.
Up to 5 research ideas per week. Delivered daily.
Team-researched ideas after the close, built to guide your investment decisions without the noise.
Focused research from a dedicated team, with every prior call kept in view.
Up to five researched ideas each week, delivered daily after the close, or a clear no-idea call when nothing earns conviction.
Each idea explains the company, the thesis, and why it is worth considering now.
Prior research ideas remain on the scoreboard so the work can be judged by its record.
A focused daily decision
Each letter gives subscribers a company and the team's reasoning for considering it now. If no idea earns conviction, that can be said instead of forcing a call.
Read a sample letterAccountability built in
Subscribers can search prior letters and follow results on the track record. The value is not a promotional accuracy badge. It is the ability to inspect the work over time.
View the track recordUp to 5 research ideas per week, the full archive, and a public scoreboard for $49.99 a month.
A team
Research, after the close
A scoreboard
Prior ideas, in the open
One price
$49.99 a month