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Existing reports are $20. Custom reports are $30.

Existing Report
$20one-time
  • Non-S&P 500 companies already in our coverage
  • 25 analytical frameworks, 40+ data sources
  • Instant access after purchase
Custom Report
$30one-time
  • Any U.S.-listed ticker not yet in our coverage
  • Same comprehensive analysis
  • Delivered within 24 hours

What's in a Report

Each report synthesizes 40+ data sources through 25 analytical frameworks, adapting to the company's archetype — Mature Compounder, Hypergrowth, Turnaround, Cyclical, or Asset-Based.

Investment Thesis & Recommendation
  • Buy / Hold / Sell recommendation with conviction rating (1-10)
  • Key catalysts, risks, and position sizing guidance
  • 20-30 page executive summary with entry and stop-loss targets
Valuation
  • DCF model with base, bull, and bear scenarios
  • Peer multiple comparison against archetype-matched competitors
  • Historical multiple analysis normalized for current cycle
  • Net liquidation / book value downside analysis
  • Weighted valuation synthesis with probability-weighted target price
Fundamental Analysis
  • 5-year financial trend analysis: revenue, margins, cash flow momentum
  • Credit risk assessment: debt profile, maturity schedule, covenant analysis
  • Business quality: revenue durability, margin drivers, competitive moat
  • Capital allocation: dividends, buybacks, M&A, and capex trends
Management & Governance
  • CEO track record, compensation alignment, and insider ownership
  • Third-party leadership evaluation and governance risk assessment
  • ESG scoring and institutional holdings analysis
Industry & Competitive Context
  • Industry trends, TAM/SAM, and market share dynamics
  • Competitive positioning and macro headwinds/tailwinds
  • Operational risks: supply chain, customer concentration, reputation
  • Innovation pipeline and R&D effectiveness
Data Backbone
  • 8 quarterly earnings call transcripts (~2 years of management commentary)
  • SEC filings: 10-K/20-F, 10-Q, proxy statements, 8-K material events
  • Analyst consensus price targets with historical tracking
  • Benchmark performance comparison and technical analysis

The equivalent of 80–100 hours of professional analyst work, delivered in under 24 hours.

Coming Soon

Pelican AI Research Agent

A specialized research assistant for equity analysts — not a generalist chatbot. Ask questions, audit claims, and run investment frameworks with live data.

Live Data Access

  • Financial statements, key metrics, and trading multiples
  • SEC filings: 10-K, 10-Q, 8-K, proxy, S-1 (full text)
  • Earnings call transcripts with semantic search
  • Insider trades, institutional holdings, congressional trades

Investment Frameworks

  • Outsider CEO — capital allocation & empire-building risk
  • Cannibal Check — buyback value creation or destruction
  • Multibagger — 7-phase screen for 10x potential
  • Sum-of-the-Parts — conglomerate valuation
Is the CEO of COST an outsider or empire builder?
Based on COST's capital allocation history, buyback discipline, and compensation structure, the CEO classifies as an Outsider...

FAQ

There are two ways to get a report:

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