Questions we hear most.
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All questions
Who is membership for?
Serious individual investors, family offices, and analysts who want a disciplined research process and a high-signal peer group. We are not for traders looking for short-term calls.
Do you manage money?
No. We do not run funds and do not accept assets under management. We charge a flat annual membership fee — that is our only source of revenue.
How often do you publish?
Weekly long-form research notes, plus shorter updates as warranted. The pace prioritizes depth over volume.
Can I cancel anytime?
Yes. Annual memberships are pro-rated and refunded for the unused portion if you cancel within the first 60 days.
Is there a free trial?
We do not run a free trial, but we publish two open notes each quarter so you can evaluate the quality of the work before applying.
How do you handle conflicts of interest?
Analysts disclose every personal position discussed in research. We do not accept paid placements, sponsored content, or affiliate revenue.