Why subscribe to Maverick Equity Research + What you will get
40% thinker, 40% doer and 20% talker, the world has too many talkers, doesn’t it? 😉
Lived and worked in 7 countries and 2 continents: Europe and US = global citizen
Education: double degree, Finance and International Relations, they connect well
✍️ Independent Investment & Economic Research with a focus on stocks, though also bonds, REITs, commodities, special situations, risk management & hedging. On top, a Macro big picture overlay to connect the numerous dots and generate insights. Data-driven, namely evidence-based research with a focus on fundamentals: data and facts first, opinions only after … via sleek Maverick charts that say 10,000 words!
+17,250 people from 50 U.S. states & 164 countries with great & various backgrounds enjoy here the independent investment and economic research! A lot in the pipeline with many unique and insightful reports!
Featured by the Substack team after their cherry-picking evaluation and process!
Delivery: via the typical Maverick-esque fashion, a high density of ideas via charts that say 10,000 words! Why? Because the best writers respect the reader’s time!
👉 "If you can't show it via data/charts, then it’s likely not true or an empty opinion, and also quite difficult to have a constructive debate"
👉 Work is a prerequisite for opinions: show me your data and work first, opinions everybody has, then we talk & constructively all benefit!
👉 We should not have beliefs, but instead have hypothesis supported by data, coupled with knowledge so that the outputs are wisdom & insights - and that because evidence based approaches are anytime superior to beliefs and feelings - therefore, research, knowledge and generated outputs as insights = power!
👉 Belief = enemy of knowledge, data counters that in order not to fall into the natural urge to be right, but rather to be closer to the truth
Independence = unflinchingly free to say, write and both agree and disagree with whatever I think is the right approach in order to generate insights. Independence sounds basic & fundamental, but trust me, actually it’s a key feature given that a lot of talks out there are not independent, though they might look professional & sound.
Individuals search for truth, groups search for consensus, hence no group thinking here. The issue is that naturally we all want to get along in a given group, hence one would not want to stand out too much, or ‘the tall puppy gets cut’. On the other side, ‘If everyone is thinking alike, then somebody isn’t thinking’.
Also free to say "I do not know" which with the rise of the "IKA expert" (I know it all) should be welcomed. The best people I know have no problem to say ‘I do not know’, and one of the best folks are the ones with the questions, and not with the answers.
Writing style: as simple as possible plain English, no fancy language, not trying to impress anybody - doing research and breaking down complex topics into insights via simple language and visuals is quite a skill. For me it’s way easier to write via jargon, technicalities in order to sound smart as too many do. Simply put: here no fluff, no bluff, no hype, no fuzzy ideas, no boilerplate, no bullsh*t 😉.
Frequency: expect to receive 2-4 research pieces a month. High quality research and analysis delivered via sleek visuals which say 10,000 words takes time to put together, hence I’ll be prioritizing value over frequency, that is the opposite of news & headlines.
Who: the entire independent research you read on this publication is done by a single individual, not a bank, fund, advisory, consultancy of any kind. The latter is just most of my finance professional work experience with its pros & cons.
Actually, from the rich feedback I received it was very interesting to acknowledge that the independence + the fact that the research is done by a single individual are the 2 key pillars why people subscribe and enjoy my research. It is so great to see different opinions and views, constructively debating, hence agreeing to disagree.
With this mindset, together we definitely build bridges not walls, hence we all benefit.
Why I am anonymous (at least for now):
content shall be the judge, and the audience should be like-minded for that also
it ensures maximum independence - once one puts his name out there, if employed, independence starts to be in question & it’s mostly not a bug but rather a feature (career risk/gain): one has to play the employer’s play which is for sure not wrong per in most cases, but then one has to understand the whole story …
I like my privacy and low profile in general: no Facebook, Insta for years. We have enough distractions these days, hence the ability to focus on what matters is key!
after this 120,000 views tweet for example, I got plenty of direct messages with all kind of threats - being anonymous makes it easy not to be intimidated or bothered
Receive straight into your inbox the following coverage:
👉 Full Equity Research: single stocks deep dives from management & governance to industry, business model & strategy to financials and valuation: value, dividend & growth stocks from predominantly US, Switzerland, Canada, Europe & Japan
👉 In 2025, this section will start and where major time and focus will be dedicated
👉 The S&P 500 Report: Valuation, Performance, Profitability, Special Metrics = 2 unique reports, original research and sleek visuals that simply tell 10,000 words
👉 Macro Outlooks & Special Research: U.S. focus plus special coverage on key themes, and timely when the situation requires it
👉 Maverick Charts: connecting the dots via cherry picked charts and takeaways
👉 Special Situations, Trading Ideas & Setups: actionable risk & return setups
👉 Education: ”Spend each day trying to be a little wiser than you were when you woke up.” Charlie Munger
👉 General: portfolio management, psychology, the route to financial independence, sentiment, stock screeners, earnings, research tools
Big and compelling projects for 2025 and beyond that I might be working on, which are naturally a big function of time availability and costs with the data/tools:
👉 MAV Index, Maverick Proprietary Metrics: ideas, let’s see if & what comes out
👉 Leading Indicators & Models for the Economy & the Stock Market - The Ultimate Compilation: scheduled for 2025 via maybe a dashboard, a framework, a book(let), a course … time will tell
👉 Risk Management & Hedging for the Retail Investor scheduled for 2025 via maybe a dashboard, framework, a book(let), a course … time will tell
👉 Nothing Changes Price More Than Sentiment - The Ultimate Compilation of Sentiment Metrics for the Economy & the Stock Market: scheduled for 2025 via maybe a dashboard, a framework, a book(let), a course … time will tell
👉 MavGPT: working on an AI custom proprietary ‘MavGPT’, maybe a waste of 100-200 hours project & costs, but maybe something interesting comes … time will tell
Enjoy the independent investment & economic research and if you find the coverage appealing, just share it with your friends that might also be interested. Thank you!
Feel free to reach out directly maverickequityresearch [at] gmail [dot] com, or via Twitter @Maverick_Equity.
Have a great day!
Mav
Maverick Equity Research
P.S. a few personal notes:
Role model: Roger Federer
Favorite music bands: Coldplay, U2, The Killers
Favorite movie: Top Gun (of course … it’s Maverick)
If you relate to any, welcome to the gang … 😉
Disclaimer: all content within this site is solely the personal opinion of the author. No part of this site should be considered an offer to buy or sell any sort of security or financial product. Furthermore, no part of this site should be construed as advice or a recommendation for any sort of financial transaction or investment allocation.
‘Maverick Equity Research’ is not a registered investment advisor, and nothing in the commentary is intended, and it should not be construed, to be investment advice. This publication is solely for informational, educational, entertainment and discussion use only.
Specifically, this publication is:
impersonal in nature
bona fide
general and regular in circulation
