Single Report
A complete written deep dive on a company you name, delivered privately.
SCOPE AN ENGAGEMENT →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.
Reach out with a company in mind, or the parameters you want covered—sector, market cap, or a thesis you’re testing.
Confirm single report or ongoing retainer, plus depth, timeline, and pricing before anything begins.
The same 15-step process behind every published memo, including screening when you provide parameters instead of a company.
A complete written memo, delivered privately and repeated on your chosen cadence for a retainer.
Fully-loaded annual cost
of the cost of a traditional analyst
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
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.
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.
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.
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.
Yes. Custom retainer work is delivered privately and is not published unless explicitly agreed otherwise.
Let’s scope it out.
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