Insights & Research
Thoughts on AI, investment research, and the future of finance.
How AI is Transforming Stock Research in 2025
The traditional methods of equity research are being revolutionized by machine learning and natural language processing. Here's what that means for investors.
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Sarah Chen
November 12, 2025
12 min read
7 Investment Premises That Crushed the Market in Q3 2025
Our quarterly analysis of the best-performing investment theses. From energy storage to defense tech, here's what worked.
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Matt Lusto
October 28, 2025
15 min read
The Art of Crafting Investment Premises: A Practical Guide
How to write premises that surface actionable, differentiated investment ideas. Includes examples of what works and what doesn't.
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Elena Rodriguez
October 15, 2025
10 min read
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