The Battle Road IPO Review

The Battle Road IPO Review is a six year-old, monthly research service that screens for new investment ideas. Comprised of a unique universe of over 200 growth-oriented IPOs of the last ten years, The Battle Road IPO Review is geared to professional investors seeking independent inputs into their stock selection process.

Published by Battle Road Research (, an investment research company founded by Ben Z. Rose in 2001, The Battle Road IPO Review was inspired by a prominent portfolio manager who sought Battle Road’s assistance in seeking out companies with sustainable competitive advantages –and reasonable valuations—from among the many companies which have come public in recent years.

Since that time, The Battle Road IPO Review has grown to comprise a unique universe of more than 200 software, internet, hardware, consumer, and business services stocks whose median market capitalization is $1.8 billion. And the universe is expanding each month as we add recently-minted IPOs to our coverage.

Our clients use The Battle Road IPO Review to screen for new ideas from an independent source, free from the influence of company management and sell side brokers who may slant their research conclusions in favor of the companies they have taken public. The Battle Road IPO Review helps our clients identify orphaned IPOs which have fallen off Wall Street’s radar, track over-heated IPOs prior to their pull-backs, keep current on recent IPOs, access a reservoir of timely statistical data, and screen for meetings with company management.

The Battle Road IPO Review also features a select list of stocks that Battle Road believes should out-perform the overall coverage universe. This list of stocks, dubbed the Exploration List, has become a key resource for many Battle Road clients.  Our goal is for the median stock performance of the Exploration List to exceed the median stock performance of the coverage universe, which it has in 40 of the last 64 months, or nearly two-thirds of the time.