How It Works
Systematic research. Transparent assumptions. No agenda but accuracy.
For every company in our coverage:
Quick snapshot of the investment case
Our view on why we like or dislike the company
Revenue trends, margin analysis, cash flow generation
DCF, trading multiples, bull/base/bear scenarios
What could go wrong and how likely
Tailored perspectives for income, value, growth, quality investors
Every growth rate, margin expectation fully documented
8-factor scoring: Growth, Income, Quality, Efficiency, Health, Moat, Risk, Valuation
The Fundamental Shift
More reading = edge
Access = advantage
Filtering = edge
Curation = advantage
"It's like going from a drought to a flood. Different skills are needed."
The skill that served investors for generations—consuming as much information as possible—now works against you. In this new environment, the edge isn't consuming more. It's choosing better.
AI Handles
- → Reads hundreds of pages in hours
- → Extracts metrics & calculates ratios
- → Spots patterns & inconsistencies
- → Works at impossible speed
Humans Handle
- → Interprets what numbers mean
- → Applies context & industry knowledge
- → Decides what matters most now
- → Takes accountability for every call
Why AI Can't Do It Alone
AI doesn't know what it doesn't know. It can't say "I'm not sure" or "This situation is unprecedented." It generates authoritative-sounding responses regardless of underlying uncertainty. That's why every conclusion goes through human judgment. The AI processes. The analyst decides what it means.
"Revenue growth strong"
✓ Technically true
"Growth entirely from price increases (+12%), not volume (-4%). Margins inflated by one-time cost savings. Mean reversion likely."
✓ Actually useful
Five-step systematic process for every company
Data Collection
- • Company filings (annual reports, quarterlies)
- • Bloomberg-verified market data
- • Industry reports & competitive analysis
- • Management commentary and guidance
AI Analysis
- • Financial modeling (DCF, trading multiples)
- • Historical pattern recognition
- • Peer comparison analysis
- • Risk factor identification
Analyst Verification
- • Ryan Lim reviews every AI output
- • Assumptions tested against fundamentals
- • Industry context applied
- • Devil's advocate challenges
- • Logic coherence check
Multi-Method Validation
- • DCF cross-checked with trading multiples
- • ROIC tested against WACC
- • Terminal value capped (<50% of DCF)
- • Scenario analysis (bull/base/bear)
Delivery & Updates
- • Report published to member portal
- • Updated within 24-48hrs of material events
- • Historical versions archived
- • Comparative analysis added for major announcements
Why We're Not the Fastest (And Why That's Good)
Many AI platforms update within 1 hour of announcements. They're fast. But here's what they're usually delivering:
"Company X reported earnings. Revenue up 5%. EPS beat estimates by 2%. Stock trading up 3%."
That's reporting, not analysis. You could read that in the AFR.
We take 24-48 hours because we're:
- Reprocessing the entire DCF model with new financials
- Updating every assumption based on management commentary
- Revising valuation across all methods (DCF, multiples, scenarios)
- Testing implications for forward outlook
- Writing analysis you can actually use
- "Revenue up 5%"
- "Beat EPS estimates"
- "Stock trading $52"
- What you already know
- Revenue up 5%, driven by price (+12%), not volume (-4%)
- Margin expansion temporary from one-time cost savings
- Updated DCF: normalized margins return to 28% from 32%
- Valuation: $52 → $48 target. Buy → Hold
- What it MEANS for your portfolio
One complete update worth reading > Five alerts adding noise to your day
Faster isn't better when it's incomplete.
April 26, 9:00 AM: ResMed reports Q3 results
April 28, 5:00 PM: Full updated RMD analysis published—with revised DCF, updated assumptions, and new valuation
Primary Coverage
ASX-Listed Stocks
- • All ASX 200 companies
- • Select small/mid caps
- • Updated quarterly minimum
- • Material events trigger immediate updates
International Expansion
US, Asia, Europe
- • Amazon, Alphabet (US Tech)
- • Xiaomi (China)
- • Select Japanese exporters
- • European industrials
- Growing library, same standards
What We DON'T Cover
Focus = quality over quantity
- • Microcaps (<$50M market cap)
- • Pre-revenue biotechs
- • Crypto/speculative assets
- • Penny stocks
📊 Bloomberg Terminal
All financial data cross-checked against Bloomberg—the $24,000/year institutional standard. Same source used by professional fund managers globally.
📄 Company Filings
Annual reports, quarterly results, investor presentations directly from ASX announcements and company websites. Primary sources, not aggregated data.
🏢 Industry Reports
IBIS World, industry associations, regulatory bodies. Context on competitive dynamics and market structure.
📈 Market Data
Price history, volume, shareholding patterns. Validated against multiple sources for accuracy.
If we can't verify a number, we don't publish it.
If we make an assumption, we document why.
Broker Research?
- ✗ Conflicts (they sell stocks)
- ✗ Optimistic bias (few sells)
- ✗ Limited coverage (profitable clients)
- ✗ Black box assumptions
- ✓ No conflicts (only revenue = research)
- ✓ Unbiased (show the range)
- ✓ Wide coverage (400+ stocks)
- ✓ Transparent assumptions
AI Research Tools?
- ✗ Generic commentary ("word salad")
- ✗ No human oversight
- ✗ Shallow analysis
- ✗ No accountability
- ✓ Analyst-verified every report
- ✓ Deep fundamental analysis
- ✓ Named analyst (Ryan Lim)
- ✓ Track record published
Basic Screeners?
- ✗ Just numbers (no context)
- ✗ No forward-looking analysis
- ✗ No valuation work
- ✗ No risk assessment
- ✓ Full narrative context
- ✓ DCF models & forecasts
- ✓ Multiple valuation methods
- ✓ Comprehensive risk analysis
Ready to See for Yourself?
Browse sample reports. Check our assumptions. Audit our methodology. Then decide if it's worth $450/year.
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