The Battle Road Alert – A Monthly Screen for New Buy and Sell Ideas

The Battle Road Alert

A Monthly Screen for New
Buy and Sell Ideas

The Battle Road Alert is a monthly report in which we screen for new Buy and Sell Ideas from among a unique universe of more than 250 growth-oriented IPOs and spin-offs of the last 15 years.

Geared to asset managers and analysts, the report features stocks in the following six sectors:

  • Software
  • Internet
  • Hardware and semiconductors
  • Consumer
  • EV and Manufacturing
  • Business services

Published by Battle Road Research (www.battleroad.com), an equity research firm founded by Ben Z. Rose in 2001, The Battle Road Alert originated when one of our long-time clients, a well-respected portfolio manager, sought our help in seeking out solid companies with sustainable competitive advantages—and reasonable valuations—from among the many companies that have come public in recent years. Using quantitative and qualitative measures we developed an approach to screen for new Buy and Sell ideas.

The Battle Road Alert features a select list of stocks that Battle Road believes should out-perform the overall coverage universe. This list of stocks, dubbed the Exploration List, is a key resource for our clients.  We strive to develop a list that features both growth and value-oriented stocks. Our goal is for the median stock performance of the Exploration List to exceed the median stock performance of the coverage universe on a monthly basis, which it has more than half the time each month since inception.

We also feature a select list of Sell ideas, which represent stocks that we believe should be avoided.

Our clients use The Battle Road Alert to:

  • Screen for new stock ideas
  • Keep apprised of our favorite Ideas, both Buys and Sells
  • Identify orphaned stocks that have fallen off Wall Street’s radar
  • Track over-valued stocks
  • Identify the best and worst performing stocks in each sector
  • Keep current on recent IPOs, spinoffs, and direct listings.
  • Access a reservoir of timely statistical data
  • Screen for meetings with company management
  • Keep abreast of the best and worst performing sectors

The Battle Road Alert is available exclusively from Battle Road Research, and is priced according to assets under management. Qualified institutional investors may qualify for a complimentary two-month subscription. To find out, click here.

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