Who we are
Equisights Research (“Equisights”) is a distinguished independent sell-side research firm that delivers in-depth, objective analysis and strategic insights. Our research efforts are primarily centered on the U.S. markets, with a strong sectoral emphasis on Technology, Media, and Telecommunications (TMT), healthcare, consumer cyclicals & non-cyclicals, industrials, energy, and select financials. We serve buy-side funds, RIAs, family offices, and a broad institutional readership, and investors who take positions across our coverage universe and manage portfolios with intention, scale, and a long horizon. Our research framework involves an in-depth analysis of each company’s growth potential, financial health, management quality, industry position, risk factors, and valuation; recommendations and ratings are based on gathering and interpreting data, drawing conclusions, and evaluating these factors to determine final ratings grounded in intrinsic value, expected growth, and risk. Independence is structural: Equisights does not participate in public offerings, advise on mergers and acquisitions, broker trades, make markets in stocks, or manage money.
Coverage universe
Active themesAI infrastructure · Semis · Streaming economics · Oncology & obesity · Defense · Refining margins · Fintech
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The team
The research, strategy, and operations team behind every Equisights call. Click any name to read their bio.
Contact the team
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