The Battle Road IPO Review
The Battle Road IPO Review is a monthly research service that screens for new investment ideas. Comprised of a unique universe of over 200 growth-oriented IPOs of the last seven years, The Battle Road IPO Review is geared to professional investors seeking an independent input into their stock selection process.
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 $1.2 billion. And the universe is expanding each month as we add newly-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 broken 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 limited 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 38 of the last 58 months, or about two-thirds of the time.