ALPHAZETA / RESEARCH INDEX
Markets, businesses, and the tools we use to understand them.
Evaluating Jev
A decline became growth. A promising score missed the error. What paired tests and source checks taught us about using a small model in research.
Pine Labs
Payment flows, terminal economics and the cash required to fund growth. Explore the assumptions behind three valuation scenarios.
Redington
What pays in each segment: operating leverage, financing, software services or large deals? An exploratory DCF makes the trade-offs explicit.
Deepak Nitrite
The earnings, funding and returns behind a change from capital-light expansion to greenfield investment.
Kevin Warsh
A searchable collection of official statements on monetary policy, inflation and the Federal Reserve, organized by topic and date.