Research

Unbiased Research Methods

Our clients benefit from unbiased research methods via a top-down approach for recommending specific equity investments. Our private clients enjoy regular access to insights from our Equity Research Analyst Leo Carpio. Regularly scheduled conference calls are designed to provide our clients with a comprehensive overview of the financial markets along with independent third party research from leading independent research providers of equity research.

July 30, 2026

BTQ: Transformative July - QPerfect closed, QCIM design done, Bitcoin thesis affirmed.

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July 30, 2026

DEFT: CEO Letter Reassures on Fundamentals; Stillman Strength Backs BUY.

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July 24, 2026

OMSE Turns the Corner: 2H Stability Sets Stage for FY27 Recovery; Buy, $10 PT

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Research
Reports

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Reports
July 8, 2026

BTQ: Four business lines, one message—2026 commercialization is underway

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July 1, 2026

PODC: FY26 Operating Leverage Confirmed, FY27 Guidance Raised — Affirming Buy, Raising PT to $5

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July 1, 2026

CAPS: Weather-Hit 1Q26 Sets the Stage for 2Q26 EBITDA Inflection — Affirming Buy, $3 PT

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