Guides
The Anatomy of a World-Class Primary Research Provider
A buyer’s framework for investment teams evaluating primary research vendors. Criteria, red flags, and the questions that separate providers who deliver edge from those who sell access.
Mark Pacitti
News
Woozle Research: Key updates February 2026
Explore Woozle's latest key feature updates including commenting, live chat, and analytics
PayPal's Broken Checkout: Kitchen Sink or Structural Decline?
We are launching primary research to answer the question the market is pricing with maximum uncertainty: is PayPal's branded checkout franchise recoverable under new leadership, or has the competitive moat permanently narrowed?
Nintendo’s Memory Crisis: Can Switch 2 Protect Profits Without Killing Demand?
We are launching primary research to evaluate if Nintendo's price increase on Switch 2's will impact medium term earnings outlook.
The SaaS Reckoning: Pricing the AI Disruption
We are launching primary research to answer the question the market is pricing in panic: which SaaS business models survive the agentic AI transition, and which don't?
Earnings Season: Verified Answers to Your Thesis Questions in Days Not Weeks
We've mapped 2,790 verified experts across every name on the calendar—700+ freshly recruited in the last 90 days with direct operational purview on Q4 fundamentals
Lululemon: A Brand at the Crossroads
We are launching primary research to answer the question the market cannot: is Lululemon's U.S. business broken, or fixable?
Perspectives
The Real Cost of an Expert Call: What I Learned at Goldman Sachs
I spent years running expert calls and surveys for investment diligence at Citadel and Goldman Sachs. The invoice said $1,200 per call. The actual cost was closer to $2,750. This article breaks down where the rest goes.
News
Celebrating 10 Years: 14 Things I Learned Running Primary Research for Investors
Here's what I've learned about what actually builds conviction—and builds it fast.
Celebrating 10 Years: 18 Things I Learned Building Woozle
18 lessons on building a company from 10 years experience at Woozle.
A Practical Guide to Channel Checking Software Companies
An Guide for Long/Short Hedge Fund Investing in Software Tickers.
An Industry Primer on Carbon Capture for Investment Professionals
This primer is intended to provide investment professionals with a robust understanding of the carbon capture industry from a foundational standpoint.