Long-time tech investors with special interests in cybersecurity and cloud-related stocks. Recently we decided to turn our passion into an equity research business called Convequity. We combine quantitative and qualitative methods to gain a deep understanding of a company's business, products, and markets, and the stock's intrinsic valuation. Our process aids us to identify companies in-process of developing wide and sustainable moats with the promise of exceptional long-term returns.
We have keen interests in the nuances of valuation, specialist knowledge of software stocks, and a passion for high-quality research. Monthly institutional-grade research, weekly notes on new stocks, and daily updates. Access valuation models and dashboards summarizing key catalysts. Focus on the most unpriced catalysts and gain the information edge. Be better informed and beat the market.