About
The machine reads. A human signs.
Machines widen the search. Responsibility stays with a person.
Founder
Alessandro Montalbano
A decade of personal investing. Former M&A analyst. A bias toward primary sources over clean stories.
Experience10+ years personal investing
BackgroundM&A analysis
TrainingQuantitative finance
DisciplineManagement engineering
Coverageglobal small-caps
Outputsigned, falsifiable reports
What Sifter Is
A small research firm rebuilt around AI agents and old-school value discipline.
One analyst, six agents, 82 questions.
Investment Philosophy
Old discipline. New throughput.
01Downside first.
02Primary sources first.
03Valuation must be explicit.
04Rejection compounds.
Limitations
Where this can go wrong.
Illiquid stocks, foreign filings, one analyst. The reasoning is visible so you can check it.
No adviceresearch only
No certaintyscenarios
No anonymitysigned
No gatesfree
Disclosure
The disclaimer is part of the discipline.
Sifter Research publishes independent research and opinions. Nothing here is investment advice or a solicitation to buy or sell securities. Readers must do their own work and decide whether any security fits their own risk, liquidity, tax, and portfolio constraints.