Battle Road Research Services
We provide a range of written and personalized services for our clients. In addition to our regularly written reports, comprised of the Battle Road Advisory service, and our Battle Road Alert (www.battleroadalert.com), we also provide personalized services, such as pro-active calls on stocks of interest, one-on-one calls and face-to-face meetings to discuss our coverage, as well as on-site visits with some of the management teams of stocks that we research.
The Battle Road Advisory
Our research service is The Battle Road Advisory, which features company-specific reports on technology, consumer, and Electric Vehicle stocks. We currently publish over one hundred company-specific reports each year across our Software, Internet & Consumer, Solar & Manufacturing Technology, and Electric Vehicle sector coverage. All of our reports are Buy, Outperform, Hold, or Sell rated since our clients like to know which stocks we like, and which stocks we would avoid. We cover an eclectic mix of large, mid, and small -cap stocks. Overall, we see ourselves as an independent input into our clients’ investment process.
The Battle Road Alert
We also publish The Battle Road Alert (www.battleroadalert.com), a monthly report in which we screen for new research ideas from among a unique universe of more than 250 Software, Internet, Hardware, Consumer, EV and Manufacturing, and Business Services stocks. Our clients utilize The Battle Road Alert as a way to keep apprised of our favorite Buy and Sell ideas, identify orphaned stocks, home in on over-valued stocks, keep abreast of the best and worst performing sectors and stocks in each sector, screen for meetings with company management, and keep current on recent IPOs and spin-offs in our sectors of coverage.
Proactive Calls on “Watch List” Stocks
Battle Road Research creates a customized profile for each of our clients, based on their unique stocks of interest within our coverage. This allow us to service our clients according to their unique preferences, which may include value, capital appreciation, growth, and Sell ideas, within a desired range of market capitalizations and trading liquidity.
One-on-One Analyst Conference Calls and Face-to-Face Meetings
At the suggestion of Battle Road, or upon request of the client, we conduct a telephone or web conference call to discuss the outlook for a particular stock, or group of stocks in our coverage. This allow us to engage with our clients and allows them to pursue points raised in our reports, or pose questions they may have about the company and its market position, relative to its competition. We also like to meet with our clients to discuss our views on stocks in our coverage.
Company Management Meetings
From time to time, we will conduct meetings for our clients with company management teams that fall under our current stock coverage. These meetings take place with senior company management, along with the heads of investor relations. The meetings may include product demonstrations, plant tours, and general discussions regarding the company’s financial position, competitive strategy, and plans for growth.