Summary
Thracian Research is an independent equity research firm covering the companies most desks won't: under-followed small- and mid-caps, post-spinoff, and contested, high-leverage situations. We publish full-length, two-sided research notes — typically 8,000–15,000 words with proprietary models, reverse-DCF analysis, scenario tables, and explicit ratings — built bottom-up from primary filings rather than borrowed consensus.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
North America
Countries:
(generalist)
Sectors:
(generalist)
Content Verticals:
Equity Bottom-Up