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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

Level Set – What Are the Best Ways to Get Defensive?

Six Ways to Play Defense While our recent interactions with institutional investors signal that many think the S&P500 will continue to grind higher, we are also consistently asked which ”defensive” stocks look attractive. It seems clear that the “old school,” traditional defensive playbook of Pharmaceuticals, Consumer Staples, and Telecoms is a “broken play.” Hence, we

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VIDEO – Do Tariffs And Pricing Matter?

Using NLP on 2,488 earnings calls since March 2025, our research finds that 37% of companies mentioned both tariffs and pricing—most notably in Materials and Consumer sectors. Lower-quality and value stocks were more likely to raise the issue. Commentary about uncertainty or cost absorption correlated with weaker stock performance, while direct price pass-through and a

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Do Tariffs and Pricing Matter?

Background: We looked at the earnings call transcripts of 2,488 companies for all mentions of both tariff and pricing-related words since March of 2025 using Natural Language Processing (NLP). 918 of the companies (37%) had at least one mention of both tariffs and pricing, with 4,819 total mentions at these companies. Stocks we tag as

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Level Set: Do We Have Vertigo?

Sometimes when you study the stock market, you come away with some high conviction ideas. Your research and your pattern recognition give you confidence to make recommendations and deploy capital. Other times, you go home at night and think you would be better off just doing the exact opposite of what you think. If you

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Could Palantir Be The Best Short Idea?

Background: Palantir (Ticker: PLTR) is currently $291 billion in market capitalization with the consensus expectations for $3.89 billion in 2025 revenue. At the end of June 2024, PLTR was $56.4 billion in market capitalization, toward the upper end of the mid-cap. universe range. After going up nearly five-fold, the stock is now the 25th largest

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Level Set: Tariffs: Trouble, Tailwinds, or Just Noise?

Right now, it feels like no one has a strong conviction—bullish or bearish—about the stock market. Fundamentals might deteriorate from here. Just look at Ross Stores (Ticker: ROST) missing earnings and pulling guidance on Thursday, Deckers Outdoors (Ticker: DECK) down over 20% on Friday on a reduced outlook, and Walmart’s (Ticker: WMT) CFO warning that

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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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