Moretus.
Our Methodology

Institutional Rigor.Systematic Excellence.

Our research methodology combines traditional fundamental analysis with cutting-edge technology to deliver actionable insights

500+
Data Points
87%
Model Accuracy
4-Week
Analysis Cycle

Research Framework

A systematic approach to equity analysis

01

Data Collection

Aggregating institutional-grade data from multiple sources

SEC filings and regulatory documents
Company earnings calls and guidance
Alternative data sources
Expert network insights
02

Quantitative Analysis

Applying rigorous financial modeling techniques

DCF and multiples valuation
Scenario analysis and sensitivity testing
Peer benchmarking
Risk-adjusted metrics
03

Machine Learning

Enhancing analysis with AI-powered insights

Pattern recognition algorithms
Predictive earnings models
Sentiment analysis
Anomaly detection
04

Risk Assessment

Comprehensive evaluation of potential risks

Market risk factors
Company-specific risks
Regulatory considerations
Competitive dynamics
05

Thesis Formation

Synthesizing insights into actionable research

Investment thesis development
Catalyst identification
Time horizon analysis
Conviction scoring

Valuation Methodologies

Multiple approaches for comprehensive analysis

DCF Analysis

Discounted cash flow modeling with multiple scenarios

Accuracy: High
Primary

Comparable Analysis

Peer group multiples and relative valuation

Accuracy: Medium
Secondary

Precedent Transactions

Historical M&A and market transactions

Accuracy: Medium
Contextual

Sum-of-Parts

Segment-by-segment valuation for conglomerates

Accuracy: High
Specialized

Data Sources

Comprehensive data coverage from multiple channels

Traditional

  • SEC filings (10-K, 10-Q, 8-K)
  • Earnings transcripts
  • Company presentations
  • Industry reports

Alternative

  • Web traffic analytics
  • App download metrics
  • Social sentiment data
  • Supply chain signals

Expert Networks

  • Industry consultants
  • Former executives
  • Supply chain experts
  • Technology specialists

Proprietary

  • ML-generated signals
  • Custom data crawlers
  • API integrations
  • Research partnerships

Analysis Timeline

From initiation to publication

Week 1
Initial screening and data collection
Week 2
Financial modeling and analysis
Week 3
Expert consultations and validation
Week 4
Report writing and quality review

Important Disclosures

Transparency and compliance are fundamental to our research

No Performance Guarantees

Past performance does not indicate future results. All investments carry risk.

Research Independence

Our analysis is independent and not influenced by banking relationships.

Transparency

All assumptions and methodologies are clearly disclosed in our reports.

Investment Risk: All investments involve risk, including potential loss of principal. Our research is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future results.

Experience Our Research

See our methodology in action with sample reports

View Sample ResearchContact Our Team