Research Before You Invest

Independent research is critical to institutional investors now more than ever. Markets are different from politics; they punish those who believe what isn’t true. So, investors have a compelling incentive for not getting taken in by headlines, misleading news, or FOMO (Fear Of Missing Out).

On November 5, 2015, The United States Securities and Exchange Commission's (SEC) Office of Investor Education and Advocacy (“OIEA”) is issued this Investor Alert to warn investors about fraudsters who may attempt to manipulate share prices by using social media to spread false or misleading information about stocks. Read more.

Why Unicus?

We provide independent and actionable stock ideas and financial market research to institutional investors. We have a consistent focus on identifying and analyzing those aspects of selected investments the market is missing. Our team has a combined experience that spans more than five decades.

  1. Industry and company-specific research: These are complete reports explaining an actionable investment thesis. There is a consistent focus on identifying and analyzing those aspects of selected investments the market is missing.

  2. Follow-Up Pieces: These are shorter 1–3-page reports updating subscribers on specific aspects of an investment as well as changes to the target price. We believe regular monitoring and follow-up are crucial to the most successful investment processes.

  3. Market Commentary: Timely notes examining political, economic, or market events. Starting in late June of 2020, we published a series of deep-dive research on companies that became public via SPAC recommending shorting the EV sector. We also recommended macro shorting on Chinese company stocks that are registered in the United States exchanges.

  4. Guidance: We are diligent and consistent in our thorough fundamental and investigative investment research and analysis. Our goal is to make sure our clients have a factual, thorough research before making an informed investment decision.