Research & Analysis

The full picture.
Bull vs Bear

Every company we cover carries two cases. We build both from the filings up, then show you where the weight falls. No recommendations and no house view, just the evidence on each side and what moved it this week.

AAPLINTACT AAPLPROFILE UPDATED ADBEINTACT ADBEPROFILE UPDATED AZN.LINTACT AZN.LPROFILE UPDATED F– BEAR STRENGTHENED FPROFILE UPDATED FDXPROFILE UPDATED GOOGL+ BULL STRENGTHENED GOOGLPROFILE UPDATED MSFTINTACT MSFTPROFILE UPDATED NVDAINTACT NVDAPROFILE UPDATED ORCLPROFILE UPDATED PFEINTACT PFEPROFILE UPDATED TSLAINTACT TSLAPROFILE UPDATED UBERINTACT UBERPROFILE UPDATED UPSPROFILE UPDATED VOD.LINTACT VOD.LPROFILE UPDATED VOW3.DEINTACT VOW3.DEPROFILE UPDATED
Invest Informatics · Research & Analysis

Institutional Grade Equity
Research & Analysis

The financial world was made harder to understand than it needed to be. We built Invest Informatics to change that.

Created by experienced financial professionals with over 60 years of combined industry experience, Invest Informatics opens up the research process through institutional-style analysis, practical education, and tools designed to help serious Investors understand markets, risk, valuation, diversification and more.

The Living Library

A living library · A permanent record.

Over Two hundred profile pages across the UK, US and European markets, each one revisited every week. Here are six of them, the top of each page as it stands today. Less than 3% of what is inside.

Where each note lives

Below the top of each page sit the case for and against, the desk points, the scorecard and every edition of the research note, six here. Two hundred inside.

Open a profile page →
Promotional Offer

Not one · Not two · Three!

We are so confident in our research and analysis that we are giving away three fully unlocked profile pages. All three are packed with analysis, and each one has our full Equity Research Notes embedded inside it that go further still.

01 · NVIDIA Corporation · Profile pageOpen to everyone
Capture of the live NVIDIA company profile page
02 · Anthropic · Private coverageFree account
Capture of the Anthropic private company profile page
03 · Micron Technology · Profile pageFree account
Capture of the Micron Technology company profile page

Pictures are captures of the three live pages. Figures shown are point in time examples. Open each page for current data and the full note. Informational research, not a recommendation.

Written By Hand

Three you can open.
Two hundred behind them.

Every company in the library was chosen, read and written up by a person, then revisited at every opportunity and never deleted. This is how much is on file today.

214Companies in the library · 210 active · 194 listed · 16 private
392Editions of equity research notes on file
1,384Desk points, dated and sourced
1,157Points for
1,134Points against
50.5% forBulls vs Bears49.5% against
Editions of equity research notes on file, month by month
Editions on file · Feb to Oct 2026Cumulative

From one equity note in February to 392 editions on file in October. Earlier editions stay on file when a new one is written.

Open the Living Library → Figures refreshed 15 Oct
The full collection · live page
The Living Library, the full collection
Anatomy of Research

Inside Invest Informatics analysis

The R&A Note is the document at the centre of every profile page. Each one is written separately, on its own, by a person, with a single goal: find the facts and get them right.

Take our latest Apple note as a guided tour. Every note follows the same shape, so once you know where to look you can read any company in the library the same way. They are dense, and they reward the time you give them. We lay out the good and the bad and leave the decision to you.

Invest Informatics - Financial Research AnalysisPublished August 2026
EQUITY RESEARCH · LIVING DOCUMENT
Apple Inc. (AAPL)
Consumer electronics & software · NASDAQ · S&P 500 · Q3 FY2026, quarter ended 27 Jun 2026
iPhone & ServicesCupertino, CA · Est. 1976CEO Tim Cook (→ Ternus, 1 Sep 2026)FY ends late September
$109.4B
Q3 net sales (GAAP)
+16% YoY · June-qtr record
$2.02
Q3 diluted EPS (GAAP)
+29% YoY · June-qtr record
50.1%
Q3 gross margin
+3.6pp · incl. ~2pp refunds
$54.3B
iPhone revenue
+21.7% YoY · record
+9-11%
Q4 revenue guide
YoY growth
AT A GLANCE
Apple’s strongest June quarter on record, and the sharpest one-day fall in the shares in years, out of the same print. Net sales $109.4B (+16.4%), diluted EPS $2.02 (+28.7%), iPhone $54.3B (+21.7%). The offset – Q4 revenue guided +9% to +11% against a street near $115B, margin guided 47-48%, and a filed risk factor saying component costs will intensify. The shares closed -7.4%.
S2Consensus expectations & bull / bear
The argument in one line: when a company beats on every reported line and still loses 7% of its value in a session, is the constraint management describes temporary and demand-led, or the start of a longer squeeze on margin?
WHERE THE MARKET SITS · SPREAD $215-$400
now ~$309
mean ~$322
$215 low
$400 high
Evidence grade. Every point below carries a grade for how solid its support is – it rates the evidence, not the company. Strongest first:
REPORTEDstraight from official results TRENDrepeated across quarters MGMT CLAIMsaid, not yet proven MARKET VIEWopinion – can change
For
Against
Unlock two more companies. Anthropic and Micron, free with an account. Free account →
AAPL · Q3 FY2026 · Published August 2026
1

Header & attribution

Standard for any research house. Brand, date, ticker, exchange, sector and fiscal calendar. You know exactly what you are reading and when it was written.

2

At a glance

The quarter in a single paragraph: what set a record, what held, what fell. Fifteen seconds in and you are ready for more.

3

The argument and the market

Our team’s favourite section. These lines frame the real debate and push you to think objectively, with a snapshot below showing where the share price sits against the analyst spread.

4

For and against

Both sides of the trade as clear points, each tagged for how solid the evidence is: reported, trend, management claim, or market view. Every one of them can affect your investment, for better or worse.

5

The data

A running sidebar of price, fundamentals, guidance, segment mix and balance-sheet figures, all taken from official filings. No opinions here, just figures you can check.

6

Events to monitor

Observable, dated, sourced upcoming events. We give you the calendar and the case either way on each one, so you have the full picture.

How a note gets written

One company at a time. We read the filings, the release and the transcript, then write the note from those documents. Every figure in it can be traced back to something published, and where a claim is only a claim we say so on the line itself. When we get something wrong we correct it in the next edition and leave the old one on file.

Invest Informatics · The Living Library

One page per company.
Both cases stated.

Two hundred profile pages, each rebuilt after the earnings print. Every reward and risk point is dated and traced to its source, and earlier editions stay on file.

The Process

Everything starts at the source

Primary filings·Quantitative build·Statistical modelling·Backtested and ranked·Research note

The pipeline is comprehensive and disciplined.

01

Source

Every note begins with the company’s own filings. SEC 8-Ks, IR earnings releases, Companies House records. Nothing enters the pipeline that can’t be traced to official documents.

02

Quantify

Filings are broken down into a quantitative build. Reported actuals, adjusted figures, consensus estimates, all reconciled line by line. If GAAP and non-GAAP diverge, both are shown. Every figure is verified.

03

Analyse

The quantified data is stress-tested against history. Growth trends, margin trajectories, valuation ranges, peer comparisons. Broker actions cite the sell-side analyst by name and date. Unverified entries marked.

04

Optimise

Nothing in the model sits still. Coverage is revisited every cycle, and every week for the trigger report. Targets, ratings, and narratives retested against new filings, fresh broker calls, and observable developments.

05

Publish

The finished Research and Analysis ships in paper-style format with dual attribution, footer disclosures, and full content protection. Designed to be saved, cited, and returned to.

The Weekly Update

New evidence · New catalysts · Every week

Nothing in this library sits still. Every week the standing case on every covered company is retested against fresh evidence: what was reported, what management claimed, what the market merely believes. Each finding goes onto the profile page, dated and sourced, and every checkpoint we name is scored in the open when it lands.

+ BULL STRENGTHENED The week’s evidence favoured the bull case.
– BEAR STRENGTHENED The week’s evidence favoured the bear case.
INTACT Tested against the week and standing where the note left it.
FLIPPED The balance of the case changed direction. The note on the profile page states which way.
PROFILE UPDATED The profile page carries new content this window. The page states what.
NOTE REFRESHED A new research note edition published to the profile page.
Explore the Weekly Update → Refreshed continually
SYY Sysco Corporation 6 TO 13 SEP 2026
One company through the ropes
9 SEPREAFFIRMEDFiscal 2027 guidance held at net sales growth of approximately 6% to 7%, to approximately $90bn, on a standalone basis including the benefit of the 53rd week.
9 SEPRAISEDMid-term targets for fiscal 2028 and fiscal 2029 lifted: annualised net sales growth of approximately 4% to 7%, from 4% to 6%, and annualised adjusted earnings per share growth of approximately 9% to 11%, from 6% to 8%.
9 SEPPROGRAMMEA $500m multi-year artificial intelligence and technology efficiency programme introduced alongside the targets.
13 SEPCALENDARThe next scheduled results date moved on the profile page, so the company’s own calendar now sits against the raised targets.
13 SEPWATCH ITEMCompletion of the Jetro Restaurant Depot acquisition named as the test, which Sysco states is expected by the third quarter of its fiscal 2027. Both branches on record before it closes.
13 SEPTHE ISSUEAssessment unchanged this window: the targets were raised, the case behind them was not retested. Two desk points set, one watch item. Tape chip: PROFILE UPDATED.
Next test Completion of the Jetro Restaurant Depot acquisition, by Q3 FY2027
+ The transaction closes inside the stated window with regulatory approvals obtained and the stated long-term net leverage target intact.
– The close slips beyond the stated window, or the financing terms move against the leverage path Sysco has stated.
One company · The issue covers all 192
Coverage

Two markets · One research standard

Our coverage centres on a dynamic roster of over 200 companies, continuously updated each earnings season. Beyond the public markets, we track high-growth private and Pre-IPO businesses from their earliest stages.

Coverage 01

Listed Equities

For the companies traded today.

  • Built from SEC filings, IR releases, and primary disclosures
  • Refreshed through every earnings cycle
  • Broker actions verified by name, date, and source
  • Coverage across US, UK, and European exchanges
The full story.
Recent NVDA · AMZN · BT · Vodafone · Netflix · PepsiCo
Coverage 02

Pre-IPO & Private

For the companies being built today.

  • Frontier AI, biotech, and deep-tech growth companies
  • Built from funding disclosures, public statements, and industry analysis
  • Founder thesis, market thesis, and competitive landscape
  • Same editorial standards
The companies before they list.
Recent Isomorphic Labs · Tessl AI · ElevenLabs