J Capital Research

Be warned. We are activists. We are biased.
We do our best to find and present facts, based on extensive primary research and using public sources.
​But we will profit if these stocks decline or, when we are long, rise in value.
We do not offer advice on how anyone else should trade a stock. We present our views.

Independent Insight Provider

J Capital Research, a U.S. company, publishes highly diligenced research reports on publicly traded companies, relying on deep, on-the-ground primary research. J Capital has particular expertise in the Chinese market, but we look at over-valued companies throughout the world. As an activist short- and long-research shop, when we form a clear view, we publish free, public reports to inform the investing public and never disguise our identity. We believe the internet has afforded an opportunity to small, unaffiliated investors to leapfrog the big banks, with their conflicts of interest, and obtain unbiased information on traded companies. We pride ourselves on our independence and the quality of our work. We hope the work speaks for itself.

Equity Bottom-Up

CCC Intelligent Solutions Hold / Equity Bottom-Up

<ul>
<li>We made a major mistake in our last newsletter, on CCCS. The big story in insider sales is the exit of private equity owner Advent International, not share sales by directors.</li>
<li>Those sales exist, but in much smaller number than we reported.</li>
<li>We remain concerned about the exit of directors, and we stand by our thesis that the stock is over-valued.</li>
</ul>


We made a major mistake in our last newsletter, on CCCS. The big story in insider sales is the exit of private equity owner Advent International, not share sales by directors.
Those sales exist, but in much smaller number than we reported.
We remain concerned about the exit of directors, and we stand by our thesis that the stock is over-valued.


Correction: CCC Intelligent Solutions (CCCS)