DETAILED, QUALITY FUNDAMENTAL RESEARCH

Our investment research platform provides an affordable, institutional quality subscription unlike any other! All premium plans above Basic include access to our Educational Discord Community of >1,200 members across hedge funds, family offices, banks, Fortune 1000 companies, and individual investors. This includes LIVE CHATs, DAILY MARKET COMMENTARY, WEEKLY CALLS & WEBEX VIDEO.

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Scroll below to see our offerings: $20 Basic Newsletter (Macro + Monthly Ideas), $65 Silver Subscription (Asset Allocation, Weekly Long / Short Equity Ideas + Merger Arb + Special Sits + High-Dividend Preferred Stocks/Income Ideas), $45 SPAC Catalysts Subscription (Warrants, Unlocks), $45 High Dividend (Preferred Stock & Bonds) & Closed End Fund Arbitrage Subscription, $150 Gold (Includes All Databases & 1x1 Meetings) Subscription, $50 Individual Excel Valuation Models (+Scenario Analysis), full 4-week valuation course with Leverage Academy, or individual company brainstorming sessions with one of our instructors.

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The Basic $20 / month subscription includes weekly macro updates, along with one industry deep-dive, company valuation model, or special situations equity piece per month with detailed risk analysis.

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The Silver $65 / month subscription includes weekly macro updates, financial models for ALL 100+ companies in our coverage universe, merger arbitrage ideas, spin-offs, activist candidates, long and short ideas across value and growth sectors, high-dividend preferred stock and bond ideas, and multiple macro and single name pieces per month.

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The Gold $150 / month subscription includes intraday updates, 1x1 discussions related to newsletter topics, financial models for companies in our coverage universe and multiple macro and single name (deep-dive) pieces per month. It also includes SPAC Catalysts & Closed-End Fund Arbitrage Products (+High Yield REITs & Preferred Stocks) at no cost (see below).

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Live SUBSCIBER EDUCATIONAL DISCORD snapshot below with LIVE AUDIO / VIDEO discussion channels across Community Trade Ideas, Macro, Banks, BDCs, Behavioral Biases, Closed End Funds, Commercial Real Estate, Credit/High Yield, CTA Flows, Energy and Commodities, Fixed Income, Gold & Precious Metals, Growth/Value Equities, Healthcare, Industrials, Residential Real Estate, Tech, Money Markets, High-Yield Savings Accounts, 13Fs, 13Ds, Merger Arbitrage, Spin Offs, Bankruptcy, CLOs, CDOs, Preferred Stock, Event Driven Strategies.

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The $45 / month Income: Closed End Fund Arbitrage + HY Preferred newsletter subscription includes:

• 300+ Fund Universe that Tracks Also Discounted Funds

• ~700 High Yield Preferred Stocks & REITs + Fundamental Analysis

• Tax-Free Municipal Bond Funds

• High Yield Funds

• Leveraged Loan Funds

• Preferred Stock Funds

• Emerging Market Bond Funds

• Equity Event Funds

• CEF Education

• Asset Class Rotation

• Fee Analysis

• Leverage Analysis

• Credit Risk Analysis

• Rate Sensitivity

• Manager Ranking​

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The $45 / month SPAC Catalysts newsletter subscription includes:

• SPAC Valuation

• SPAC Quality Ranking

• Low Float SPAC Tracker

• SPAC Redemptions Monitor

• S-1 Effective Dates for PIPE Unlock

• 180-Day Sponsor/Mgmt Unlocks

• 500+ SPAC Warrant Tracker

• Target Company Analysis

• SPAC Statistics

• De-SPAC White Paper

• Top SPAC Sponsors

• LOIs

• Definitive Agreements

• SPACs below IPO

• SPAC Earnings

• Warrant Cheapness

• Pre-deal Yield Universe

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Our team has put together EASY-TO-UNDERSTAND, institutional quality research for retail investors and asset managers looking for unique ideas.

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We also provide online classes through a partnership with Leverage Academy, LLC that teach financial modeling and analysis for those new to the industry and hold informative bootcamp events.