We aim to develop well-founded and actionable views on sectors that we believe do not receive sufficient attention from the broader capital markets.
The lack of following, and quality analysis in these niche industries, creates what we believe are among the biggest inefficiencies, and opportunities for serious investors.
Before publishing company specific research, Stormcrow always provides the market an industry specific piece, which encapsulates our views on various dynamics which concern that industry. These include: supply/demand/price forecasts for the underlying commodity, key market strengths and risks, specific processing and recovery pitfalls, etc.
With this analysis, we aim to derive a consistent baseline measure of quality, against which we compare all relevant projects in a given sector.
We keep our corporate overhead lean. This helps us to bring a highly skeptical eye to every company and project we evaluate, and allows us to say "NO" whenever it does not meet our criteria. We say "NO", a lot.
We believe this type of autonomy is something many of our competitors lack, as significant organizational fixed costs often translate to impaired objectivity in recommendations.
Further, we are working within strict limits on the number of companies which we will cover, and work with, in any specific sector. This forces us to be even more vigilant, in selecting what we believe are the best-of-breed stories.
Please follow the link above to see our most recent press mentions, external articles and other citations.