Meet Scout: All signal, no noise investment research.
At Scout, we're focused on creating and curating the world's best investment research for public equity investors of all shapes and sizes.
When we look out the world of investment research we see a sea of noise. A seemingly endless stream of press releases, hot takes, commentary, and data points that leave you scratching your head.
We built Scout because we believe there's another way. Our goal is to provide the highest signal-to-noise investment research. Research that not only helps you see and understand the world broadly, but go deep on the company's that are building the future.
To start, we're focused on a few core areas:
- Deep Dives: Every month, we write and share at least one deep dive on a company we think is worth knowing and holding. We take a 360-degree approach analyzing the CEO, Board of Directors, overarching strategy, products and services, financial performance, and operational metrics to help you see what's beneath the surface and spot unique opportunities.
- 13F Research: While the world is full of simple 13F dashboards, we've created what we think is the world's best 13F experience. We track a small subset of investment managers and the world's wealthiest investors that matter. Including Bill Gates (Cascade), Li Lu (Himalaya), Hamilton Helmer (Strategy Capital and author of 7 Powers), Sequoia Capital Global Equities, ICONIQ (the family office of Mark Zuckerberg and Jack Dorsey), Cliff Sosin, Bill Miller (Miller Value Partners), and more. Every quarter, we give share not only what they bought, sold, and held, but go deep on every single new investment and the data behind it.
- Scout 25: Every quarter, we share an update on the universe of companies we think are worth following which we called Scout 25. We think of it as an index of the most interesting companies at any point in time. It's split into two distinct categories: Core and Explore. Core contains the companies we think of as essential, with long runways with which to compound their advantage over time. Explore contains emerging opportunities, often smaller companies, or those that have recently IPO'ed, as well as companies you likely haven't heard of but should know.
- Model Portfolios: Finally, 1-2 times per year we share our latest Model Portfolios — typically focused on thematic trends and categories. These include portfolios like Rich Heritage, where we're focused on owning a collection of irreplaceable companies with long histories and durable moats. As well as more novel portfolios like Founder Led, where we hold a basket of the best founder-led companies (which have proven to outperform their peers over time).
We'd love if you'd join our community! You can do that for free and get access to all of our open source research including Scout 25 and our quarterly 13F Analysis. Or you can become a Pro member and get access to everything we publish in real-time — delivered straight to your inbox.
We're all ears if you have thoughts, ideas, and feedback. You can always reach us at [email protected].
Stay invested. Stay informed. All with Scout.
Daniel Scrivner
Founder & CEO
