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US-Equity Focused Research

At Trivariate Research we combine fundamental, quantitative, and macro analysis to produce actionable research, practical investment advice and analytically rigorous risk management for our clients.

Latest Research

Is Now The Time To Buy Semiconductors?

We considered the revenue cycle, gross margins, operating expenses, inventory, capital spending, factor efficacy, China, and AI. We even looked at valuation, even though it is not a particularly good reason to buy one Semiconductor over another. Our conclusion is…. Download

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VIDEO – Earnings And The Penalty For Missing

We think the consensus numbers need to be materially lowered, and the penalty for downward revisions has been harsh. This combination keeps us cautious with so many companies about to report earnings in the next two weeks. Our new estimates and judgment about where estimates are relatively more and less achievable are…

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Level Set: This Is Not the End of US Exceptionalism, There’s No Weakening Dollar Playbook, and Banks Don’t Work in Down Markets

We have heard several times in our recent meetings, read articles, and watched scrolling on the screens of popular financial news media that this recent weak period likely marks the end of American exceptionalism in terms of the relative performance of US equities. There is a large and growing cohort of people that now think

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Earnings And The Penalty For Missing

We think the consensus numbers need to be materially lowered, and the penalty for downward revisions has been harsh. This combination keeps us cautious with so many companies about to report earnings in the next two weeks. Our new estimates and judgment about where estimates are relatively more and less achievable are… Download

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Valuation – Now and When It Matters

Background: Given the substantial moves in the market and individual stocks in the last few weeks, we thought we would take a look at valuation and provide insights about key valuation metrics and their efficacy in today’s work. We can provide detailed information on each individual security or any market sub-group, so please don’t hesitate

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OUR GOAL IS TO PROVIDE OUR CLIENTS WITH GREATER CLARITY AND CONVICTION

We help them do this by impacting their conviction on single stocks and improving their risk management by analyzing Fundamental, Quantitative, and Macro variables to create practical investment advice.

In a addition to our research, clients can request custom work to bolster their own investment decisions, augment letters, and marketing materials, or use our unique and proprietary quantitative engine to improve their risk management.

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An outline of our subscription tiers

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  • Access to all written research
  • Access to research library
  • Access to conference calls, webcasts, videos & podcasts
  • Limited access to the firm’s strategist, research analysts & sales team

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