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Candy Stripes

Sample Reports

Focus is on idea generation

It is not the scarcity of “money”; instead, it is the scarcity of “time” that underscores the importance of idea generation. Even if a fund manager has an army of analysts and a huge research budget, he/she is still required to “prioritize” the stock to spend time researching and thinking—that’s where “filters” play a significant role.

Snowball Research helps you with your idea generation process. Except for shareholder activism, we focus exclusively on US-listed stocks under $5 billion market capitalization

Expected outcome?

The stocks that we flag are worthy of “further research.” In other words, the best outcome after reading our report is this – you pick a stock highlighted in the report for the next level of research and/or add it to your watch list.

How do we differ?

Unlike focusing on quantitative data, we focus mostly on "qualitative information" to filter ideas. Our process is tied heavily to plenty of reading. As such, many qualitative factors that we highlight are typically hidden in quantitative screening techniques.

In short, Snowball Research focuses on the "most ignored" section in the equity research process: narrowing down ideas from plenty of screens.

List of screens we use

Every time a company appoints a new CEO, we research the track record of the CEO. We flag CEOs with A+ track record.

We review all 13G filings (mostly first-time filers) and flag the companies that is worth your attention.

We predominantly use keywords to narrow down filings from the thousands of 8-K filings. We flag qualitative “significant events/change”.

We highlight the changes the newly hired CEOs are making after their appointment.

We review all insider buying and flag the companies that warrants further research

We flag companies that emerge from annual/quarterly filing delay and restatements.

Companies with multiple segments are analyzed.

We write about the investor and an interesting idea from the investor’s 13F.

We review mutual funds’ annual and semi-annual reports. We flag interesting companies.

We review companies that are run by owners.

We flag good businesses irrespective of their valuation and catalyst.


We summarize all significant 13Ds filing. We flag companies that are targeted by activists where the probability of potential divestment/sale is high


We also send weekly alerts.

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