Research 2.0 focuses on research into investments in emerging technology.
We form out ideas from two directions: major thematic drivers (top-down) and individual company analysis (bottom-up) while always looking for winners and losers.
Near-term business fundamentals, stock action and quarterly reports all matter but only in the context of a longer term investment scenario.
Our clients are very smart: institutional investors (public and private) and technology company managements. They also tend to have an outsized impact on the market.
We have a substantial network of contributors (organizations and individuals) whcih allows us to deliver results that far exceed our small size.
New technology and services allow us to often deliver using lightweight methods and business models.
Our efforts are fully concentrated on where the opportunties are and where our clients find research to be most useful. Please contact us to learn more.
