Research

We wrote in our year-ahead outlook, that revenue acceleration would be an important variable for stock selection in 2025. After gross margin growth was its most effective for stock selection in 2024 in over 20 years, we now think revenue growth and acceleration will matter more for stock pickers in 2025. To be clear, at

Late in 2024, research firm Gartner, Inc. came out with a report highlighting the ten Technology trends to watch for 2025. We searched the earnings call transcripts and websites of 383 public US Technology companies, and created baskets of stocks in these key areas to help us understand these Technology trends and identify stock ideas.

We published our year-ahead outlook last Monday, January 6th (see here), and spoke with many investors about our market views over the last week. While we were not surprised by some of the pushback we received, we were surprised about areas where we DID NOT receive much pushback. We thought we would address both the

Below are the three most asked about exhibits from our 2025 Year-Ahead Outlook research. CLICK HERE to access the full report. If you have questions on these or any other topics related to the current investment landscape, please don’t hesitate to reach out to us. 1. COMPANY-SPECIFIC RISK AND REPLICABILITY ARE KEYS Where should a

Attached is our 2025 year-ahead outlook. We will be hosting a zoom at 11am EST today to discuss this research and take Q&A (click here to register). There will be a replay link sent out later today if you can’t join live. If you would like to schedule a 30-minute one-on-one zoom with Adam Parker

At the start of each quarter, we provide a detailed summary of the just completed quarter with the goal of helping investors make better investment decisions, in addition to providing insights that will facilitate investor communications, client conversations, and quarterly letters. Furthermore, our quarterly report seeks to identify emerging risk management concerns and give investment

As 2024 draws to a close, we take a moment to reflect on the key themes and insights that shaped the markets this year. At Trivariate, our mission has always been to deliver differentiated insights that stand out, empowering our clients to navigate the complexities of the U.S. equity market with clarity and precision. To

Happy and Healthy New Year As we write our 50th and last Level Set for 2024, we want to pause and wish all of you a Happy and Healthy Holiday Season and a Prosperous New Year. The late, great Bryon Wien, former US Equity Strategist at Morgan Stanley and later at Blackstone, annually published his

While the historical performance of spin-offs are mixed, there is no doubt that management teams are increasingly being advised by law firms and investment bankers about the potential to unlock or create value through spins. Some high profile recent successes, like GE Vernova spun from GE earlier this year can certainly help convince boards and