About Byron Street Research
Byron Street Research provides independent microcap research through write-ups structured in the familiar format of sell-side equity research reports, immediate access to pre-built, accurate, and granular models, and a weekly event-driven idea generator.
With institutional-quality coverage in a retail-dominated space, our goal is to unearth undiscovered companies that are too small for mainstream coverage and have the potential to shape your financial future.
Catalyst Watch
Published on Mondays, typically before the market opens, Catalyst Watch is a weekly event-driven idea generator that hand-picks the most actionable setups in U.S.- and Canadian-listed microcap stocks, presenting them in a structured table with concise event overviews. Each entry is carefully selected following a comprehensive review of all press releases, filtering out the noise.
Beyond weekly updates and highlights, Catalyst Watch is now also available as a searchable database, allowing you to look up tickers, events, or any keyword of your choice. Populated with hundreds of previously flagged press releases, it’s the single most efficient tool for sourcing microcap ideas.
Finally, Byron Street Research also tracks insider purchases over $25K in sub-$100M revenue-generating U.S. microcaps. Like the press release database, this table is searchable, allowing you to look up filing or trade dates, tickers, or insiders, and sort by company to quickly spot cluster buys. Together with Catalyst Watch, it forms a scalable, systematic, and comprehensive approach to idea generation.
Company Models
A thorough model construction process is highly manual and time-consuming, often taking days to download source files, key in historical financials from discrete primary sources, link statements, validate data, and convert everything into a usable format. For microcaps in particular, where disclosures are inconsistent and data availability is limited, there is a lack of reliable tools providing clean, structured fundamental data.
Byron Street is building a workflow efficiency tool designed specifically for microcaps, providing immediate access to clean, consistently structured, and highly accurate financial models. Users can instantly download up-to-date, ready-to-use models as unlocked Excel workbooks from a growing database of North American microcap equities across sectors.
By combining manual data sourcing with a structured modeling framework, these pre-built, accurate, and granular models allow investors to regain the time previously spent gathering, structuring, and verifying data instead of generating and researching ideas, and get a significant head start by immediately redirecting your energy toward alpha-generating activities.
Individual models can be purchased separately via the following link, with initial pricing set at a per-model premium relative to the implied per-model cost of a monthly subscription.
Research Notes
A write-up is the synthesis of all your research into a concise investment note. It’s the finite description of your extensive research that highlights the most important elements of your thesis, including the potential upside if correct, the valuation framework behind it, and the downside risk if it fails to play out.
At Byron Street, write-ups mirror the format of sell-side equity research reports, isolating the critical components of each differentiated investment idea. The goal of stock pitching is to communicate an actionable idea effectively and concisely, not to deliver lengthy book reports.
Each report includes a detailed financial model, built manually from scratch, which is first used to provide a deep understanding of the business and its current state economics. It then serves as the backbone for forecasting key drivers, forming a differentiated view, and deriving accurate price targets.
About the Author
Grew up in a family of lawyers, became one myself, betrayed them, and switched to finance. Completed a Masters in Finance and passed all CFA exams. Worked in equity research at a multi-billion-dollar buy-side institution and a bulge bracket investment bank. Now a full-time private investor, investing exclusively on microcaps.
Disclaimer
All content has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The views, opinions, analyses, forecasts and/or estimates expressed are those of the author as of the time of publication, are subject to change without notice, and may not necessarily come to pass.
