Sifter Research / Research OS

Agentic equity research for companies the market structurally ignores.

Agentic research for ignored small-caps.

Agents scan thousands of global small-caps. Judgment rejects almost all of them.

Read published research See the engine
82-question filter 4,067 ideas rejected 7 signed reports
Global small-cap session live
TSX NYSE AMS MIL HKEX
Screen4.3k
Reject4.1k
Check18
Value4
Signed7
01 / Live Research Engine

The machine is built to reject.

01Screened4,280
02Rejected4,067
03Checklist18
04Valuation4
05Ready1
06Published7
02 / Latest Published Research

The last seven calls.

07 MMY.V TSXV / Precious MetalsUS$102M cash, 1.2x earnings ex-cash, a reserve statement seven years stale. 1.2x EV/Earn · C$0.78 → C$1.41 base Open 06 THEON AMS / Defense ElectronicsNight vision for European armies. 50% share, EUR 1.4B backlog. 18.5x EV/EBITDA · Q 88 · R 37 Open 05 VLE TSX / Upstream OilUS$306M cash, zero debt, and a step-change the label hides. 2.5x EV/EBITDA · Q 74 · R 48 Open
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03 / Why Small-Caps Are Mispriced

A EUR 80M company is invisible to a EUR 5B fund.

Too small. Too illiquid. Too foreign. Too complex. Too uncovered.

04 / The 82-Question Filter

Every company faces the same 82 questions. The answer is usually no.

01Business Quality
02Moat
03Capital Allocation
04Balance Sheet
05Management
06Valuation
07Tail Risk
08Final Decision
05 / Quant Lab

Tools from the same machine.

Live

Sifter Lens

Reads annual reports. Flags the risks.
In build

Sifter Pulse

Five-factor company diagnostic.

In build

Screen

Systematic idea discovery.

Alessandro Montalbano
06 / Human Judgment Layer

AI scales the research. A human signs the judgment.

Alessandro Montalbano signs every report. Falsifiable, free, on the record.

About the analyst
07 / Free, Ungated Research

Free on purpose.

No gates.

No black-box conviction.

No investment advice.