PERSONALIZATION

Custom research, on your terms.

Buy a single report, or retain my research on an ongoing basis—same rigor either way. Name the company, or hand me the parameters and I’ll find it.

HOW IT WORKS

Four steps, start to finish.

01

Inquiry

Reach out with a company in mind, or the parameters you want covered—sector, market cap, or a thesis you’re testing.

02

Scope

Confirm single report or ongoing retainer, plus depth, timeline, and pricing before anything begins.

03

Deep Dive

The same 15-step process behind every published memo, including screening when you provide parameters instead of a company.

04

Delivery

A complete written memo, delivered privately and repeated on your chosen cadence for a retainer.

COST COMPARISON

Same depth. Fraction of the cost.

TRADITIONAL EQUITY RESEARCH ANALYST~$200,000

Fully-loaded annual cost

~12 deep reports / year≈ $16,000+ per report
KILCULLEN SMIKLE RESEARCH~5%

of the cost of a traditional analyst

Same 15-step processSame rigor, far lower cost

Pricing is custom and based on scope, volume, and cadence.

Max's Robinhood assessment is rigorous, well-structured, and translates complex analysis into clear, actionable insights. His professionalism and strong judgment make the work directly useful for investors. Engaging Max for equity research is a smart move for anyone seeking credible, high-quality analysis.

CLIENT · ROBINHOOD DEEP DIVE

QUESTIONS

FAQ.

01Is this investment advice?

No. All research is delivered as written analysis for informational purposes only—not a recommendation to buy or sell any security. This will remain true until RIA registration, planned at 18.

02How is pricing determined?

Every engagement is scoped individually based on what’s being requested—a single memo, a monthly cadence, or ongoing coverage of a specific list of names. Reach out and pricing is discussed directly.

03What’s the turnaround time?

A single deep dive typically follows the same 15-step process used for all published research—turnaround is discussed and agreed upfront before the engagement begins.

04Can I specify the company?

Yes. The standard retainer format is: you name the company, the deliverable is a full written deep dive on it—valuation, moat, management quality, and a documented verdict.

05Is my engagement confidential?

Yes. Custom retainer work is delivered privately and is not published unless explicitly agreed otherwise.

Have a company
in mind?

Let’s scope it out.

START AN INQUIRY