Byron Street Research is an investment publication that operates like a fully transparent, actively managed microcap fund, targeting sophisticated and institutional investors. It offers: (1) a weekly event-driven idea generator, (2) write-ups structured in the familiar format of sell-side equity research reports, and (3) performance reviews modeled after traditional investor letters.

(1) Catalyst Watch

Published every Monday BMO, Catalyst Watch is an 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 press releases and earnings call transcripts, filtering out noise.

(2) Investment Write-Ups

The investment write-ups, either one- or four-pagers, mirror the format of sell-side equity research reports, isolating the critical component of each differentiated investment idea (i.e., these are not lengthy book reports). Each thesis is accompanied by an institutional-grade model, manually built from scratch as a typical comprehensive buy-side financial model.

(3) Quarterly Performance Reviews

Structured like traditional investor letters, the quarterly performance reviews track both individual write-up performance and the aggregate return of a hypothetical equal-weighted, monthly-rebalanced portfolio. Each review includes brief commentary and a downloadable performance evaluation spreadsheet, allowing subscribers to self-audit all reported figures.

About the Author

  • Buy-side public equities experience at a multi-billion-dollar institution

  • Sell-side equity research experience at a bulge bracket investment bank

  • Completed both a Masters in Finance and the CFA exams

  • MicroCapClub member

  • Ex-lawyer

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If you are young, unemployed, or facing financial hardship, email info@byronstreetresearch.com for an aggressive discount. Academics get 50% off Byron Street Research by clicking the button below.

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Event-driven idea generation, institutional-grade research, and transparent performance tracking for sophisticated and institutional investors

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Generalist public equities stockpicker. Long-biased, yet opportunistic. DYODD.