The machine reads.
A human signs.
Machines widen the search. Responsibility stays with a person.
Alessandro Montalbano
Over the years, I've spent a lot of time on investment platforms, forums, newsletters and communities. Great ideas everywhere: tickers, theses, one-liners that make you think. But I always had the same problem: when I find something interesting, I still have to do all the research myself. Every time.
I looked for research that was actually complete, a real deep-dive where you can follow the reasoning, check the numbers and disagree with the conclusion if you want. Rarely found it. Especially on small-caps, where institutional coverage is thin and mispricing opportunities are real. So I built it myself.
Sifter Research is one analyst with a set of AI agents doing the reading. The agents widen the search across thousands of ignored global small-caps and kill almost all of them. What survives gets written up, signed and published free. My name is on every report, which is the point: if the reasoning is wrong, it is wrong in public.
Old discipline. New throughput.
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. I may hold positions in the securities discussed.