Passage Research focuses on identifying changing perceptions through a combination of fundamental analysis and alternative data. The research process combines detailed financial models with real-time data sets to ensure earnings strength, margin durability and future outlook. The author spent more than a decade on Wall Street, most recently spending the past five years working in the hedge fund industry as an analyst. Typical coverage spans consumer, TMT, industrial, and special situations, with an emphasis on asymmetric risk/reward and catalyst-driven opportunities.
Analyst Disclosure: I/we do not have any stock, options, or similar derivative positions in any of the companies mentioned, and there are no plans to initiate any of these positions within the next 72 hours. I wrote this article myself and express my own opinions. I do not receive compensation for it (other than Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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