Activism | Management | Price Crash  | Audit
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Management Change Analytics

 

What we do

Whenever a US-listed company within $50 mm to $2 billion market capitalization appoints a new CEO, we thoroughly evaluate the track record of all the new appointees. If the situation or track record warrants attention, we prepare a detailed report. 

5 Ways you are benefitted

1. Uncover exceptional CEOs

Every year hundreds of new CEOs are appointed. CEOs who have A+ track record get hidden along with others. Our job is to uncover such CEOs.

2. Uncover CEOs with troublesome background

We highlight new CEOs who have a track record of shareholder value destruction.

3. Significant situation

In some cases, “situation” at the time of appointment of a new CEO is interesting, especially when a company is undergoing temporary airplane turbulence.

4. Red Flags
  • Significant management turnover
  • Director resignation letter
5. Screening
  • CEO and CFO changes
  • CEO with key metrics

Mission

Our objective is to deliver “hard to find information” to our members, which will give them a “competitive edge” and reduce “search cost” of finding mispriced securities.

Contact

raghu@snowballresearch.com

Disclaimer

March Intelligence Research is an independent research firm. We do not provide personal investment advice. Kindly read our Terms of Use

Copyright by March Intelligence Research LLP.  All rights reserved.

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Shareholder Activism Analytics

What we do

Every day, we comb through all 13Ds, 13D/A and all other activist filings like non-management filings. We summarize the situation and prepare reports only when the situation is “significant”. Our online database includes activist profiles, letters and presentations sent by activists and screening.

5 Ways you are benefitted

1. Save your time

Every year, more than 10,000 13D, 13D/A and other activist filings are filed. It is prohibitively time consuming to dig through all the filings. We save your time by compiling “significant” filings and by summarizing the entire situation.

2. Screen for ideas

We segregate all activist situations using “qualitative” and “quantitative” parameters. This will aid the members in their effort to find ideas.

3. Valuation Insight

Few activist investors share their insight about the valuation of the company. We have a dedicated page which tracks and monitors such filings.

4. Activist profiles
  • Profiles of activist investors
  • Letters and presentations filed by activists

Mission

Our objective is to deliver “hard to find information” to our members, which will give them a “competitive edge” and reduce “search cost” of finding mispriced securities.

Contact

raghu@snowballresearch.com

Disclaimer

March Intelligence Research is an independent research firm. We do not provide personal investment advice. Kindly read our Terms of Use

Copyright by March Intelligence Research LLP.  All rights reserved.

Early Free Access

Name *

Company

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Audit Red Flag Analytics

What we do

We monitor Auditor changes, restatements, DOJ investigation and subpoena for companies within $50 mm to $2 billion market capitalization. We summarize the situation and highlight red flags. We also monitor late filings and prepare reports for "significant" situation.

5 Ways you are benefitted

1. Uncover Red Flags

While various service providers focus on providing data, we highlight companies that pose significant audit risks.

2. Uncover hidden opportunities

Sometimes companies overcome red flag without any "permanent damage". In some cases, federal investigations are closed without any fine or legal proceedings. By keeping track of the latest update, you can uncover hidden opportunities easily.

3. Connecting dots

Unlike others, we do not view each red flags "individually". We try to connect dots. For example, we monitor "CFO and Auditor changes" together.

4. Save time

Every year, more than 10,000 filings pertaining audit red flags (that we monitor) are filled. It is prohibitively time consuming to dig through all the filings. We save your time by compiling and creating reports.

5. Screening
  • Re-statements
  • DOJ
  • Subponea
  • Significant Auditor change
  • Significant late filers
  • CFO and Auditor change

Mission

Our objective is to deliver “hard to find information” to our members, which will give them a “competitive edge” and reduce “search cost” of finding mispriced securities.

Contact

raghu@snowballresearch.com

Disclaimer

March Intelligence Research is an independent research firm. We do not provide personal investment advice. Kindly read our Terms of Use

Copyright by March Intelligence Research LLP.  All rights reserved.

Early Free Access

Name *

Company

Email *

Phone *

* Required