Current Portfolio of Research

The research reports below reflect our approach to investing based on identifying stocks that follow a certain pattern. These reports were provided to clients of our related research business, Pragmatic Conclusions.

In each of these situations, you will see that we are making specific bets against on the market on a stock by stock basis. You will also see that the stocks are being driven by clearly unsubstantiated views. Importantly, you will see that our rigorous four step process has uncovered the true substance of each company's story, which is a necessary component of investing based on pattern recognition.