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Research-Driven Investing & Advisory

The greatest obstacle to discovery is not ignorance – it is the illusion of knowledge.

— Daniel Boorstin

What we do.

Start from atoms and move to products, markets, revenues, margins, and finally returns on invested capital.

  1. Invest our own capital.
    The goal of our research process is to find things we can be right about. When we do we make investments consistent with that view.
  2. Turn complexity into compelling ideas.
    New technologies and opportunities can be difficult to fully grasp and very hard to explain to a general audience. That’s our jam.
  3. Share our work.
    Publishing your work is one of the best ways to strengthen and hone your research process and conclusions. Some we share broadly, and some only go to our clients and subscribers.
  4. Help companies with analysis, advice & connections.
    We are masters of investor positioning, entering new markets, partnering, and product strategy – we’ve done it for scores of companies – from startups to SAP.
  5. Build new products and services.
    Sometimes we need better tools and services to do our job and when we do we build them and create a new service.