Your Guide To the MArkets

It’s hard to find good investment ideas. Small investors are inundated with bad investment advice. Financial advisors, TikTok influencers, AI slop, copy trading… everything is inconsistent, stale, and untrustworthy. Frankly, no one knows what to believe.

StockCrunch is your one-stop shop. StockCrunch was built to provide expert market research for everyday investors. We recreated the Wall Street research department, but at a price you can afford. Our incentives are aligned with yours, and our research process is fully transparent.

Why StockCrunch?
One-stop shop
Fully transparent
Incentives aligned
High Quality

Most Investment Research is bad

Really bad! Don’t let scammers take advantage of you.

It has a very narrow focus

Most people have very specific domain knowledge, and can’t make good stock recommendations outside their area of expertise. Others suffer from a media effect or availability bias that dictates which stocks they pitch. That’s why there is a large body of research on tech stocks, but not really on anything else. Tech stocks are well-understood, which makes it difficult to find any edge.

There’s no follow up

Most investment recommendations are given in a single “pitch” format. There’s no follow up when the investment thesis changes, it’s time to sell, or it turns out the pitch was wrong. Market prices are changing everyday, so yesterday’s top pick may not be the best opportunity tomorrow! Investment recommendations require constant monitoring.

It’s not very sophisticated

Most advisors, influencers, and crowd-sourced research can’t afford subscriptions to expensive industry data, critical expert networks, or powerful investment platforms like Bloomberg or FactSet. Even if they can afford it, they don’t have the time or know-how to analyze all the information because they are too busy trying to sell you something! Without this data it’s easy to overlook important steps in the investment process.

It’s backward looking

Most investment advice focuses on explaining what happened, not on predicting what will happen next. That stock tip may sound smart but if it arrives too late you won’t make any money off of it. Most forward-looking research simply extrapolates recent trends into the future. There isn’t much thought given to reasons why performance may deviate from historical trends. You want investment ideas, not news articles!

Advisors Are hopelessly biased

Most investment research is plagued by conflicts of interest. Personal finance websites or influencers are more focused on driving engagement than investment returns in order to cross-sell ads or other financial products. Wealth management advisors from a bank or brokerage are more concerned with churning your account to generate commissions or placing you into high fee-paying products. Crowd-sourced research could hold an undisclosed position or try to manipulate stock prices. Nobody’s incentives are aligned with yours!

It’s difficult to find something reliable

The quality of investment research varies greatly, and search costs are high. There are some great investors out there, but they are few and far between. You spend more time trying to discover who they are and figuring out if you can trust them than actually investing. Social media, AI slop, and crowdsourced investment platforms amplify the degree of noise out there, making the search process even more difficult. It’s hard to find a consistent source of reliable investment advice.

It’s just Closet Indexing

Everyone measures investment performance against a benchmark (like the S&P 500), and investment advisors know this. If your advisor underperforms the benchmark, they will lose your account and all the commissions and fees that come with it. Their incentive is to retain your account, not outperform the benchmark! Rather than make well thought out investments based on risk/reward, they only permit minor deviations from the market basket so there is less risk of underperformance… and little chance of outperformance too!

It’s Just a Robo-Adviser

A lot of investment websites, apps, and influences are just robo-advisers that follow rules-based investing strategies. These strategies masquerade as sophisticated quantitative research under names such as technical analysis, trend following, or copy trading. Rules based investing strategies don’t work because they are based on publicly available data. If they did work, hedge funds would quickly exploit the anomaly and excess returns would be competed down to zero. These strategies are just gambling in disguise.

StockCrunch is different

Our platform is designed to overcome these challenges.

Breadth & Depth of Research

We cover more stocks than anyone else, and we are constantly adding new securities to our coverage. We also publish detailed industry primers and company specific deep dives to help you get up to speed.

Constant Coverage

We have dedicated teams for every sector, and they update their stock picks in real-time. We publish new research anytime the investment thesis, risks, or rankings change. Our published research always reflects our current view.

Sophisticated Analysis

We use the same disciplined research process as Wall Street pros. We leverage our deep expertise, proprietary data, and expert networks to build a mosaic that generates market beating returns.

Forward Looking

We try to predict what will happen next, rather than explaining the past. We are usually focused on the next 6-18 months, but our timeframe can expand or contract depending on the opportunity or market risk appetite.

Focused On What Matters

We stay focused on what’s driving the stock price. There are usually only 1-2 things that matter, and everything else is noise. We identify stocks where these 1-2 things are near an inflection point.

Consistent Methodology

We follow a rigorous investment framework for all of our stock picks. We apply the methodology across our coverage, which results in high-quality research for every stock.

Incentives Aligned

We make money from monthly subscription fees, so our incentives are aligned with yours. We do not sell ads, earn commissions/fees, or cross-sell third-party services. There are no hidden revenue streams to bias our research.

Fundamental Research

We perform real fundamental research. We don’t use lazy filters like trend following, screening, or copy trading, and we aren’t afraid to deviate from the benchmark if we have a high conviction stock call.

how to use our platform

get up to speed

Use our research to get up to speed fast. Read our recent notes, deep dives, and industry primers to figure out what’s driving a stock.

Trade Our Top Picks

Maximize your returns by trading our top picks. We’ve curated our top ideas into different strategies depending on your financial objectives.

Augment Your Research

Enhance your due diligence process. Check out our ratings, investment thesis, and risks to make sure you’re not missing anything.

Our Stockpicking methodology

We use the same investment framework as Wall Street pros.

Fundamental Analysis

We perform fundamental analysis to identify idiosyncratic investment opportunities. We evaluate a company’s business model, competitive advantage, and valuation to develop an investment thesis and identify risks.

Top-Down Analysis

We overlay a top-down approach to identify stocks exposed to positive (or negative) macroeconomic, geopolitical, or regulatory trends. We may rotate in or out of a sector based it’s exposure to these themes.

Trend Analysis

We identify areas where investors are over or under extrapolating long-term trends or recent data points. This is a good way to identify potential buy or sell opportunities before market expectations converge with fundamentals.

Relative Value

We focus on relative value and reversion to the mean. Multiple expansion or contraction can be a significant driver of investment returns. A stock may trade at a premium or discount to its historical valuation, relative to its peers, or relative to a point in the prior cycle.

Scenario Analysis

We perform scenario analysis to evaluate a stocks sensitivity to best, base, and worst case scenarios. We prefer stocks where the best case scenario is high probability or high magnitude, while the worse case scenario is low probability or low magnitude.

Asymmetric Returns

We look for asymmetric return opportunities where the risk/reward proposition is skewed in our favor. This occurs when investors overreact to events, overly discount a single scenario, or crowd into a single stock.

Identifiable Catalysts

We identify key events that will cause the stock price to change, and our investment recommendations include the timeframe over which we think they will be realized.

Investor Sentiment

We factor investor sentiment into our analysis, which could outweigh fundamentals in the short-term. We also consider positioning, liquidity, and other issues which change a security’s risk profile.

Management Incentives

We analyze management incentive structures such as compensation, related party transactions, and insider sales. These provide a clue into management’s perception of the company.

our Investment Strategies

We curate our stock picks into different investment strategies depending on your financial objectives.

01

top picks

We compile the best stocks from every sector into our Top Longs list. We also compile the worst stocks from every sector into our Top Shorts list. We combine these two lists to create a 150/50 levered long/short portfolio, which can generate higher returns without taking excessive risk.

02

Relative Rankings

We categorize every stock as Outperform, Market Perform, or Underperform based on our relative value framework. Relative value ranks stocks based on how they will perform relative to their peers in the industry, regardless of absolute performance. This is how we pick winners and losers in the same industry, where returns are highly correlated.

03

Thematic Investments

We monitor the rise and fall of popular investing themes, so you can make money at key inflection points. We also keep track of the best stocks to play each theme, so you have actionable investment ideas. Thematic investing can be lower risk and very tax efficient given how themes play out over long periods of time.

04

Fixed Income

We maintain a list of the best dividend stocks and high yield bonds as part of our fixed income strategy. Preservation of capital is paramount for income driven investors, and our recommendations can help squeeze out incremental yield without taking a disproportionate amount of risk.

05

Direct Indexing

Direct Indexing is a way to avoid management fees on an ETF or Index Fund by buying the individual stocks that comprise that fund directly. It is also more tax efficient. You do not need to buy all 500 stocks in the S&P 500 to duplicate the index. You can recreate the same return profile by buying the securities we recommend.

06

Personal Finance Tips

Picking stocks is our bread and butter, but it’s only half the battle. Managing risk, staying diversified, and understanding your opportunity cost are just as important to maximizing investment returns. We have an entire section exploring these topics (and more!) to help you allocate your money wisely.

how to make big stock calls

Find Predictable Outcomes

Making good investments isn’t about figuring out what stocks will go up the most. It’s about finding a set up where you can predict the outcome. You can place larger wagers with more confidence in the outcome.

Avoid Permanent Loss of capital

Most stocks that can go up a lot can also go down a lot. Stocks with two-sided risks like this are usually bad investments. Minimizing downside risk is just as important as maximizing upside potential, otherwise you can’t bet big.

size the Position Right

Allocate more of your portfolio to the trades with higher conviction. You can afford larger positions for trades with more asymmetric payoffs and less capital at risk. You can also employ leverage to magnify returns.

how to use our research

Don’t know where to start? Follow these suggestions on how to use our research.

start with our top picks

Are you looking for stock recommendations but don’t have time to do you own research? Start with our Top Picks. We’ve curated our top ideas into long only, short only, and 150/50 long/short model portfolios. You can review the investment thesis, risks, and portfolio weights for each stock all in one place.

Review our Featured Posts

These are posts on some of the most visible companies (such as TSLA or NVDA) or investment themes (such as the energy transition or artificial intelligence). They may not be great investments, but they can be market moving and you should stay on top of what’s happening.

Pick a Stock

Heard an interesting stock pitch? Check our rating, investment thesis, and risks for the stock. You can also read our recent notes, deep dives, and industry primers to get up to speed on a stock fast. If there are other stocks you are interested in, check out our coverage list for links to their landing pages.

Learn Finance 101

There’s more to investing than just buying stocks. Check out our Finance 101 section for advice on risk management, diversification, and opportunity cost. We also offer advice on making major financial decisions such as buying a house, opening a credit card, and private investing. Making better personal finance decisions can save you a lot of money.

Explore our website

Like doing your own homework? Explore our website and discover new ideas. Browse the navigation menu at the top of this page, or use the search bar to enter keywords, tickers, or themes. You can also use the Research Notes page to filter by ticker, theme, or date.

Stick With It

Don’t give up after a month or two. Many of our best ideas take 6-12 months to unfold. It’s important to give the process a chance to work, so check back regularly! Don’t let short-term volatility drive you out of the market either. The best opportunities can be the most volatile.

Scroll Down!

We’ve organized our research notes into common areas of interest. You can see the latest posts in each category at a glance. If something piques your interest, just click the title to read the full note. Once you start reading, you may get more ideas about what to read next.

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