Portfolio reporting
Portfolio Performance
Published aggregate performance, investment research and equity valuations.
Portfolio Results
Aggregate returns from the latest published report.
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Monthly Performance
Return on net contributions, using the New York reporting calendar. An incomplete month is month-to-date; these are not chainable time-weighted returns.
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Equity research
Research Candidates
Selected research conclusions, listed alphabetically.
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These dated research lists are separate from live trading. Fair values estimate the business; month-end projections show the stated price scenario and assumptions.
Long research
Long Candidates
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Short research
Short Candidates
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Archived research retains its original observation dates. A new publication is required before an expired list can be considered current.
Research Return Tracker
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Publications
Research Library
Investment ideas, market analysis and valuation methods.
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Company analysis
Equity Valuation
Search published company reports. Review dated final estimates and company summaries.
Reports identify unavailable estimates and keep income scenarios separate from fair value.
Contact
Research enquiries
For discussion of published research and methodology.
Disclosures
This website is for research and informational purposes only. Nothing on this website constitutes financial, investment, legal, or tax advice.
Spinoza Research is a private research initiative and is not a registered investment adviser. Nothing herein is an offer to sell or a solicitation to buy any security or investment product.
Live-account results and hypothetical research estimates are identified separately. Past performance does not guarantee future results.