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This is Against the Grain Research, a brand new site by Robert McCarthy that's just getting started. Things will be up and running here shortly, but you can
Independent Equity Research
Rigorous, unaffiliated equity research for investors who demand more than Wall Street's talking points.
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This is Against the Grain Research, a brand new site by Robert McCarthy that's just getting started. Things will be up and running here shortly, but you can
Deep-dive reports on individual securities. Long and short theses, initiating coverage, earnings previews, and sector analysis.
View reports →Institutional-grade DCF, comps, and operating models. Built in Excel and Google Sheets, fully editable with scenario analysis baked in.
Browse models →Bespoke research engagements for family offices, RIAs, and institutional clients. Custom coverage, ongoing monitoring, and direct analyst access.
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