Why Research & Quant?
Of all sectors, commodities and thematic growth (AI, SaaS, health & consumer) provide investors with the highest odds of finding mispriced investment opportunities. Grizzle Research & Quant seeks to identify these high probability investment ideas.
These mispriced opportunities exist because of two key reasons:
Unique Factors: Sector specific operational and valuation metrics make it tough for investment generalists to understand the true drivers of outperformance.
Crowding: Investors in cyclical and growth sectors are the most prone to crowding into popular companies irrespective of the underlying valuation; leaving attractive companies trading at deep discounts vs. peers.
What You Get?
The goal of this substack is to take care of the heavy analytical lifting, so you can identify good investments faster. We narrow down a universe of stocks to those with the highest probability of outperforming the sector while also highlighting specific companies with the odds stacked in their favor.
Here’s what you get for $30/month ($300/yr):
Quantitative Screening: Every month we’ll conduct a deep dive quantitative analysis on the fundamentals of a sub-industry in the market. Our sectors of focus are energy, mining, technology and thematic growth.
Company Overviews: We provide a deeper quant and qualitative analysis on 3 names that rank well in the fundamental quant screen.
Analysis Call: After we publish a sub-industry quant analysis we’ll do a Zoom call with subscribers to review the report, take questions and initiate discussion.
Strategy Call: Every month we’ll host a strategy call on Zoom with subscribers, an opportunity to hear the Grizzle team’s outlook on the market and ask questions. We’ll also periodically have special guests join the call to provide their market insights.
Options Scanner & Special Situations: A monthly note that identifies unique options & long/short strategies related to stocks that screen attractively on fundamental quant metrics.
We explicitly do not provide buy or sell recommendations; what we provide is an investment framework to analyze sub-sectors of the market.
About Us
Grizzle was established in 2018 by Thomas George, CFA, Scott Willis, CFA & Christopher Wood.
Prior to starting Grizzle, Thomas was Head of Resource Investments at TD Asset Management and Scott was an Energy Analyst at Credit Suisse and Fixed Income Analyst at TD Asset Management. Chris is well known for his weekly institutional research newsletter GREED & fear and is Global Head of Equity Strategy at Jefferies.
