We Track What Others Miss
Started in 2018 with a simple observation—most investment research firms were analyzing the same companies using the same metrics. We saw an opportunity to focus on emerging technology sectors that traditional analysts either overlooked or didn't understand well enough. Seven years later, we've built a reputation for spotting market movements before they become mainstream news.
From Spreadsheets to Sector Leadership
Our path wasn't a straight line. We started small, made mistakes, learned what worked, and gradually built something that actually helps people make better investment decisions.
Launch Phase
Two analysts frustrated with surface-level market coverage decided to dig deeper into semiconductor supply chains and AI infrastructure spending.
Methodology Shift
Developed our proprietary framework combining patent analysis, supply chain tracking, and developer adoption metrics—tools that revealed patterns others weren't seeing.
Expanded Coverage
Added quantum computing, edge AI, and sustainable technology sectors. Our client base grew from 40 to over 300 active subscribers across Canada.
Current Focus
Now tracking twelve technology subsectors with a team of specialized analysts. We publish detailed research reports, host quarterly briefings, and maintain real-time market monitoring.
How We Actually Do Research
Most firms rely heavily on quarterly earnings and press releases. We do read those, but they're just the starting point. Our process involves tracking things like developer forum activity, open source project velocity, patent filing patterns, and supply chain contract announcements.
Deep Technical Analysis
We actually understand the technology we're analyzing. Our team includes former engineers who can evaluate whether a company's technical claims are realistic or marketing fluff.
Supply Chain Intelligence
Following component manufacturers and logistics patterns often reveals market shifts months before they show up in consumer products or financial statements.
Pattern Recognition
After years of tracking specific sectors, you start seeing recurring patterns. A certain type of hiring announcement might signal a strategic pivot. Sudden quiet from a usually vocal company might mean internal challenges.
Who's Behind the Analysis
Small team, deep expertise. Everyone here has spent years in either technology development or financial analysis—often both. No fresh graduates churning out generic reports.
Jasper Lindqvist
Lead Research Analyst
Spent eight years as a semiconductor design engineer before transitioning to market analysis. Specializes in chip architecture trends and manufacturing capacity forecasting. His background gives him an edge when evaluating whether companies' technical roadmaps are achievable.
Kellan Drummond
Senior Market Strategist
Former portfolio manager with fifteen years tracking technology investments across North American markets. Focuses on market timing, sector rotation patterns, and identifying early-stage opportunities before they hit mainstream analyst coverage.
What Drives Our Work
These aren't corporate platitudes printed on office walls. They're actual principles that shape how we conduct research and interact with clients.
Intellectual Honesty
If we don't understand something, we say so. When our analysis turns out wrong, we examine why and adjust our models. Research isn't about always being right—it's about being rigorous and transparent about methodology and limitations.
Independent Perspective
We don't accept advertising from companies we cover. No investment banking relationships that might color our judgment. Our revenue comes exclusively from research subscriptions, which means our only incentive is providing valuable analysis.
Practical Application
Research should be useful, not just interesting. Every report includes specific implications for portfolio construction and risk management. We write for people who need to make actual decisions, not academics collecting citations.
Continuous Learning
Technology changes fast. What worked for analyzing the semiconductor industry five years ago needs updating as manufacturing processes evolve. We spend significant time studying emerging technologies before they become investable—that preparation pays off when opportunities arise.
Experience Our Research Approach
We offer a detailed introductory briefing where we walk through our current market outlook, explain our analytical framework, and answer questions about specific sectors or companies you're tracking. No obligation, just a conversation about how we approach investment research.
Schedule a Consultation