Custom Made Equity Research
Democratizing access to quality, independent equity research
"Equity research can help to highlight opportunities for investment that may otherwise be less visible. Research can provide investors with a valuable consolidated source of information not found in a company’s own financial reporting—offering a second opinion that can support or challenge a firm’s own claims about its future prospects."
High quality equity research = High returns
High quality equity research can cost up to $ 137,000 (with some banks even charging $ 455,000) and retail/ individual investors usually don't have access to it. In addition, the amount of publicly available equity research on micro/small-cap stocks is very limited. This is a shame because research reports can help you build conviction in the investment case for the company in question. The stock market can be very volatile and multi baggers usually retract by 30-50% at any given time during a multi year holding period. When experiencing those draw downs it is important to have something at hand to look back on to confirm the fundamentals are still in tact.
An honest research report that also highlights potential bearish scenarios is very valuable as well, because it can prevent you from experiencing losses, and more importantly high opportunity costs.
Find the missing piece of the puzzle
The "Custom Made Equity Research" service will give you exclusive access to a bespoke research report written specifically for you.
Content of the article:
Qualitative analysis of the requested company
Macro view on the market
Share structure & financials
Other relevant factors
Rating (bearish, neutral, bullish)
For more details please find examples below. My research methods include reading of company filings, interviews, market research, competition, etc.
The stocks I am offering this service for should have the following characteristics:
Micro- or small cap: market cap of $10M - $2bn
Listed on a liquid and easily accessible exchange like NASDAQ, NYSE, TSX, CSX, FSE, LSE, ASX,....
Relevant company documents/website available in English or German
I have not written about or mentioned the stock in one of my published articles
It should not be a stock that is already widely discussed and hundreds of seekingalpha articles are already published about it
Get a head start by tapping into my experience
During my 11 year tenure as Strategic Account Executive at international companies like Citrix, Teradata & Salesforce.com, I have researched & analyzed more than 1,000 companies from multiple sectors & industries. My experience is rounded off by a BSc in Economics & Business Administration and a MSc in Marketing.
I have many years experience in investing in publicly traded companies and currently I am a full time independent, private investor. As such I'm not dependent on advertising revenue or company sponsorships. This ensures my analysis is unbiased and no ulterior motives are in the way of your returns.
During the last 11 years I have gained experiences in a wide variety of sectors & industries ranging from cloud computing to life sciences, commodities, battery metals, energy, and precious metals.
As a retail investor with limited time & resources at hand, it can be tough to get an edge when investing in a sector that is new to you.
Get a head start by tapping into my experience. I have already done the work and can break down the thesis for you in a detailed report!
"Generating high quality content is a skill that required likely years of training, experience, and strategy. Choose to work with someone who can quickly and expertly develop content that showcases your brand, voice and values." Sharlyn Carrington, MCM
Get a Quote
Please let me know which package you are interested in and which company you would like me to research
*Exclusive access definition: You will receive the research article in pdf format and will be granted the licence for exclusive access for 3 or 6 months. After this period the author reserves the right to publish an updated version of the article on the shovel-stocks blog. This doesn't mean that the article will be published in any case.