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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

12X Earnings Is Cheap, But 6X Is Not

Two weeks ago, we wrote a note about Costco (Ticker: COST), as it eclipsed 50x price-to-forward earnings (Link). We studied all companies that first eclipsed 50x as a proxy for becoming optically expensive and analyzed subsequent multiples and returns. The odds increasingly become stacked against their success. Today, we studied the opposite – stocks whose

Adam S. Parker, Ph.D. December 2, 2024

Is It Time to Look At Healthcare Stocks?

For Healthcare investors, the last few years have been particularly difficult to navigate. Less than 20% of Healthcare stocks have beaten the market over the last two years, the lowest percentage of winners in at least two decades. In fact, on a rolling two-year basis, the equally-weighted Healthcare sector has now experienced its worst performance

Adam S. Parker, Ph.D. November 26, 2024

Level Set – Six Buy and Six Sell Ideas Right Now

Trade Ideas Following the Red Sweep There has been an unbridled risk-on tape over the last few months. In today’s Level Set, we offer buy ideas based on where see recent optimism as likely to continue to be supported by potential catalysts in the first half of 2025, and sell ideas where we are dubious

Adam S. Parker, Ph.D. November 24, 2024

Level Set – 5 Thoughts on Recent Price Action

Optimistic Sentiment We hosted a dinner with several investors last week. The first discussion topic was the view we put forth in last week’s Level Set (see here), where we posited that the market could sell off when Trump is inaugurated on January 20th, 2025. We were curious about sentiment, and found the dinner crowd

Adam S. Parker, Ph.D. November 17, 2024

Level Set – Do You Sell the Inauguration?

Another Arrow in the Quiver of the Bull Case The prospect of a Republican Sweep never rose above 50% on the Polymarket (the world’s largest betting market) prior to Election Day, but the “Red Sweep” caused a huge risk-on trading environment. The certainty of the political environment caused many assets to move, including a plummeting

Adam S. Parker, Ph.D. November 10, 2024

Level Set – Valuation, Margins, and Size — Facts Not Feelings

Thinking About Small Cap Exposure? For months, investors have been asking us about small caps, aiming to understand the factors that might spark a lasting rally. Many cross-asset investors continue to make the case to overweight small caps, based on the contention that small caps appear attractively valued relative to history. Our general stance has

Adam S. Parker, Ph.D. November 3, 2024

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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IP address (“IP”): IPs are anonymized before processing.
Assembling statistics regarding the use of a web site. (Accurately counting unique visitors is a vital statistic for any web site).
Preventing fraud and abuse, and maintaining information security. (Full IP addresses are necessary for this type of usage). Recital 47 of the GDPR states: “The processing of Personal Data strictly necessary for the purposes of preventing fraud also constitutes a legitimate interest”.

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We may keep track of the websites and pages our users visit within the Site, in order to determine what pages and Services are the most popular. This data is used to deliver customized content and advertising within the Site to users whose behavior indicates that they are interested in a particular subject area.

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Enforcing our Terms.

If the ownership of all or substantially all of our business changes, of if Trivariate Research is subject to a merger, consolidation or other reorganization, or if Trivariate Research, declares bankruptcy or is subject to another insolvency event, we may transfer your information to the new owner. In such a case, your information would remain subject to the promises made in any pre-existing Policy.

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We retain Personal Data on behalf of our Clients for as long as needed to provide our Service to them, or as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

If you have any questions about this Policy or would like to make a complaint, please contact us by email: sales@analysthub.com

Children under Thirteen

Trivariate Research does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use the Site.

Your Rights

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The right to be informed; This means anyone processing your Personal Data must make clear what they are processing, why, and who else the data may be passed to.
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The right to rectification; the right to have your data corrected or amended if what is held is incorrect in some way.
The right to erasure; under certain circumstances you can ask for your Personal Data to be deleted. This is also called ‘the Right to be Forgotten’. This would apply if the Personal Data is no longer required for the purposes it was collected for, or your consent for the processing of that data has been withdrawn, or the Personal Data has been unlawfully processed.
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The right to object; you have the right to object to further processing of your data which is inconsistent with the primary purpose for which it was collected, including profiling, automation, and direct marketing.

Withdrawing Your Consent

You can withdraw your consent for us to use your personal information at any time by emailing sales@analysthub.com.

Disconnecting Your Trivariate Research Account from Third Party Websites

You will be able to connect your Trivariate Research account to third-party accounts. BY CONNECTING YOUR Trivariate Research ACCOUNT TO YOUR THIRD-PARTY ACCOUNT, YOU ACKNOWLEDGE AND AGREE THAT YOU ARE CONSENTING TO THE CONTINUOUS RELEASE OF INFORMATION ABOUT YOU TO OTHERS (IN ACCORDANCE WITH YOUR PRIVACY SETTINGS ON THOSE THIRD-PARTY SITES). IF YOU DO NOT WANT INFORMATION ABOUT YOU, INCLUDING PERSONALLY IDENTIFYING INFORMATION, TO BE SHARED IN THIS MANNER, DO NOT USE THIS FEATURE. You may disconnect your account from a third party account at any time.

External Data Storage Sites

We may store your data on servers provided by third party hosting vendors with whom we have contracted.

Changes to this Policy

This Policy is active as of 8/16/2021 and is updated from time to time. We will notify you via your registered email address or a notice on this Site prior to any significant changes becoming effective regarding Personal Data. You should periodically review this page for the latest information. Your continued use of the Site and/or Services available through this Site after such changes will constitute: (i) acknowledgment of the modified Policy; and (b) agreement to abide and be bound by that Policy.

Complaints

If you have any complaints about the way we use your personal data, please contact sales@analysthub.com who will try to resolve the issue.

You also have the right to complain to the data protection supervisory authority in your country. If you need more information about how to contact your local data protection authority, please let us know by contacting sales@analysthub.com.

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