Byron Street Research (f.k.a. The Tiger’s Prey) is an investment publication featuring a weekly event-driven idea generator, write-ups modeled in the familiar format of sell-side equity research reports, and performance reviews structured as traditional fund factsheets.
Catalyst Watch
Published every Monday BMO, Catalyst Watch is an event-driven idea generator that hand-picks the most actionable setups in U.S.-listed stocks each week, presenting them in a structured table with concise event overviews. Rather than compiling a laundry list of events, each entry is carefully selected after reviewing every 8-K filing, press release, and other relevant sources, filtering out noise. The list evolves over time, with past issues attached for reference, building a continuously expanding database of over 1,000 actionable events per year. While no research has been conducted at this stage, the most compelling setups advance to Quick Pitches upon further review, with only the highest-conviction idea moving on to a write-up.
Free Sample: Catalyst Watch #4
Four-Page Investment Write-Ups
The four-page investment write-ups are structured in the familiar format of sell-side equity research reports. Do not expect lengthy wiki-style documents. The focus will always be on delivering concise, differentiated views that active institutional and sophisticated retail investors can digest quickly before initiating their own research process. All write-ups are accompanied by institutional-grade models, which dissect the underlying thesis assumptions. Each spreadsheet is manually built from scratch as a typical comprehensive buy-side financial model.
Free Sample: PAR Technology Corp. (NYSE:PAR)
Quarterly Performance Reviews
The quarterly performance reviews (previously monthly) are structured as traditional fund factsheets, featuring brief commentary on key driver developments. Each review highlights both the performance of individual write-ups and the aggregate performance of a hypothetical, monthly rebalanced, equal-weighted portfolio. The monthly performance reviews are accompannied by performance evaluation spreadsheets, allowing you to independently verify the reported performance figures or apply the performance measurement and attribution formulas to your own portfolio.
Free Sample: Coming Soon
Previously, 40 Idea Thesaurus and 6 Napkin Reports issues were published. Idea Thesaurus was a ~20pp weekly event-driven idea generator. Catalyst Watch takes it a step further by filtering out the noise. Napkin Reports is now part of Catalyst Watch, with Quick Pitches offering concise summaries of the bull narrative on select previously flagged setups.
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
Ex-lawyer
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