Research

Process

 

• How do we do it? We mine both qualitative and quantitative data surrounding competition, product cycles, product pricing and other trends that the street may be missing. We leverage our network of over 250 technology industry contacts to examine distributor, sub-component supplier, contract manufacturer and private company universes to seek out the knowledge necessary to make an informed investment decision.

 

• While we recognize investors often need to make gut calls with available data, we always differentiate between our opinion and the hard data. By doing this, we avoid the temptation of letting our biases dictate our stock recommendations. We present our calls in two forms:
  •  Raw data/data points that we’ve collected.
  • A stock call based on our interpretation of the data and its impact on operating metrics, valuation metrics and stock price.

 

• How is our time spent? We eliminate non-value added work and spend 75% of our time mining proprietary data that can impact the stock price for companies under coverage and 25% of our time measuring the impact on our estimates and communicating the call to our client base. We believe this to be materially different when compared to the time allocations of the average sell side analyst who often caters to a salesforce of over fifty individuals, product marketing, investment banking, and research management.