Activism | Management | Price Crash  | Audit
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About the Startup

 

 

 

 

 

 

 

 

 

 

You have to travel deeper if you want to discover hidden opportunities

 

 

 

 

 

 

 

What problem do we solve for fund managers?

We assist fund managers generate ideas through “qualitative” and “hard to find” information. All the below projects listed below can be time and resource consuming for a fund manager to do it in-house.

How do you do it?

Shareholder activism: An all-cap focused project, which compiles “significant” activist filings. In addition, we compile background information of the activists, read activist filings and compartmentalize information about valuation and business insights shared by activist, read activists settlement agreement to uncover interesting terms & conditions and various screenings.

Management change: A small and micro cap focused project, which help members identify CEOs with stellar track record, alert when a new CEO is appointed at the time of “significant events” like fraud, investigation by government agencies, turnaround initiative etc.

Audit analytics: A small and micro cap focused project, which help members are alerted about significant “audit risks” – delay in filings due to accounting fraud, internal investigation for fraud, company providing hints about the potential date for filing multi-year pending filings etc.

Our Inspiration

“I’d tell him to do exactly what I did 40-odd years ago, which is to learn about every company in the United States that has publicly traded securities and that bank of knowledge will do him or her terrific good over time.”

– Buffet answer to Adam Smith.

Why Us

Independent Research
We do not provide investment banking or investor relations or corporate finance service. Nothing clouds our judgement.
No conflict of interest
We do not undertake competing services from our clients
No information overload
  • We deliver digestible actionable insights
  • Clients pay us for “insights” not for “pages”.
  • We are aware of “information overload”. So, we keep our research articles short.
We are not pressurized to prepare report
We write reports only when information is “significant”. We are not a news provider.