Our mission is to get to the bottom of things. We dig into 10-K filings, explore media trends, investigate the comings and goings of industry insiders, to understand how the system really works.
We typically spend between 60 and 100 hours doing our homework for every research piece.
We believe that the only way to do our job, is to get out of our comfort zone and to question everything.
Whether we're right or wrong, it's always for the right reasons.
When we stumble upon something intriguing, we investigate the matter to understand what’s going on. When our research leads to a trade idea, we document and publish it.
Do you have something on your mind, and think we should have a look at it, too? Please drop us a line!
"These outsiders saw the giant lie at the heart of the economy. And they saw it by doing something the rest of the suckers never thought to do: they looked."
- The Big Short