The Battle Road Advisory is our research service, which features company-specific reports on technology and consumer stocks, with a focus on small and mid-cap stocks. Our research process blends rigorous financial analysis with insights gleaned from publicly available data, including company SEC filings. We present our findings in straight-forward Buy, Hold, or Sell reports. We also publish the Battle Road IPO Review, a monthly screen for new ideas, based on a unique universe of over 200 growth-oriented IPOs of the last 10 years.
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We are an equity research firm that provides fund managers and analysts with an independent voice on technology and consumer stocks. Since our founding in 2001 we have refrained from investment banking, company-paid reports, and personal investment in the stocks we research. Our sole mission is to help our clients seek out stocks to buy and stocks to avoid.