Client Services

Battle Road Research - An Independent Vo

Client Services “Unanswered Questions are Far Less Dangerous than Unquestioned Answers.” —Source Unknown

Our research helps to identify stocks to buy and stocks to avoid by cutting through company hype and pro-forma reporting. We focus on four dynamic sectors: internet, software, renewable energy, and education.

As an integral part of our research process, we tap into a network of industry partners that influence the purchase of products and services of the companies we research. This network includes Chief Information Officers (CIOs), directors of Information Technology, sales people, distributors, resellers and consultants. In addition, Battle Road analysts examine public filings in order to detect shifty and shifting accounting policies, business practices, and insider trading activity. Through an emphasis on industry, rather than management contacts, Battle Road Research hopes to identify future spending priorities, as well as become a trusted advisor and early warning system for our clients.

The Battle Road Advisory includes six key elements:

Company Profiles In-depth reviews of a company’s prospects, the bull and bear case on the stock, as well as product plans, addressable market, competitive dynamics, and key questions for management.
Action Profiles Advisory recommendations, including a comprehensive overview of target market, key market dynamics, financial accounting, and other company practices.
Action Updates Follow-Up notes to Company and Action Profiles, intended to keep clients aware of changes in opinions and fundamental conditions facing companies under coverage.
Industry Reports Focus on product segments, market trends, new product developments, market share positions, and spending trends.
Feedback from the Field Periodic reviews of customer buying habits, reasons for product selection, and spending priorities.
A View from the Floor On-the-scene reports from national and regional tradeshows, featuring key public and private companies in our sectors of coverage.