Announcing PreCog Research: A Data Driven Investment Research Company

I’m pleased to announce the introduction of PreCog Research, an investment research company started by Ivailo Zhelev and myself.

We are an investment research company for the 21st century, utilizing data from the web to more accurately predict the earnings of publicly traded tech companies. Instead of making increasingly complicated DCF models, we feel that there is valuable information being provided by these tech companies hiding in plain sight.

While we are trying to predict the future (hence the name!), instead of forecasting, we are “nowcasting” — describing the past more quickly than the company’s themselves, giving investors a valuable edge during earnings announcements, when stocks can move significantly.

For example, Groupon, the first company we are covering, tells users how many units of each deal have been sold, and how much that deal costs. Multiply the two, obtain this for every single deal, every single day, and now we know the gross billings of the company, virtually in real time. With this data we can better judge how the company is performing on a variety of metrics — providing institutional investors with useful, valuable, and unique information.

We are expanding our coverage in 2016 one company at a time, through web scraping of novel data that represents real bottom-up research.

Our first report is now available for sale, ahead of Groupon’s Q4 2015 earnings on 11th February 2016, with unique and completely independent findings (based on 43 million data points). If you would like to find out more and download a free sample report, please go to our site, email [email protected], or just send me a tweet!

With markets off to a tough start in 2016, may PreCog Research help you invest with greater confidence.