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INSIGHT PROVIDER

Drawbridge Research
Research from Drawbridge Research
• Drawbridge Research

Location: Australia

Joined: 01 September 2021

2

Insights

599

Views

7

Followers

Equity Bottom-Up

Top Sectors

Consumer Discretionary

100%

Top Verticals

Equity Bottom-Up

100%

Top Entities

Sony Corp

2

Top Countries

Japan

100%

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Summary

The team at Drawbridge Research believes that to take advantage of market mispricing a first principles understanding must be obtained on what a company fundamentally does, the purpose that gives that company a reason to exist, and how that company executes on serving its purpose and function. Once a first principles understanding is obtained, we believe it becomes possible to discern real world fact from market fiction. A fundamental understanding, coupled with this separation, allows for an evaluation of a company’s inherent value that is not biased by market sentiment. This approach requires significant qualitative research coupled with a detailed understanding of company financial accounts to understand what attributes drive and protect profitability. These two parts of Drawbridge’s ...

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