Investment Ideas & Research
In an era driven by Twitter, we apply fundamental analysis to aid our investment insights. We believe the most impactful research results from uncovering hard-to-find information by turning over the rocks from our investigations.
We often look for situations where companies may have any combination of:
Bad actors in management or key service provider roles
Accounting irregularities
Undisclosed related-party transactions
Illegal/unethical business or financial reporting practices
Undisclosed regulatory, product, or financial issues