ANALYST DISCLOSURES
MicroCapstone as a company and its analysts certify that the views expressed in our reports reflect unbiased views about the subject securities and issuers. No part of any analyst’s compensation is related to specific recommendations or views expressed in reports. Information is obtained from sources deemed reliable, but accuracy is not guaranteed and is subject to change without notice. MicroCapstone’s social media accounts, including Twitter, are subject to this disclosure.
FEES FOR SERVICE & RELATIONSHIPS
MicroCapstone does not provide investment banking services nor receive compensation from issuers for such services. We may receive compensation from issuers, investment managers, or investor relations firms for non-investment banking services, which may include preparing research reports. Each paid issuer enters into an agreement with MicroCapstone for research over a period ranging from 3 months to one year, with fees not exceeding $40,000 annually.
INVESTMENT APPROACH & ANALYSIS TOOLS
At MicroCapstone, we have a deep passion for analyzing companies to understand their success drivers. Utilizing a proprietary platform and external sources, we strive for unbiased, long-term analysis. To broaden our analysis, we’ve developed a proprietary AI system that specializes in evaluating often-overlooked small and mid-cap stocks, providing insights that complement our in-depth, hand-written analysis of widely followed companies.
POLICY DISCLOSURES
Our reports include independent valuations using standard methodologies based on revenue and earnings forecasts. MicroCapstone analysts are prohibited from holding or trading securities they cover. Valuations are at the discretion of each analyst based on their due diligence. Analysts’ compensation is unrelated to specific valuations or recommendations.
ADDITIONAL INFORMATION
Additional information is available upon request. Our reports are for informational purposes and are not investment advice or an offer to buy or sell securities. Investing carries risks, and our opinions may change without notice.
CANADIAN COVERAGE
MicroCapstone’s research reports are prepared by analysts outside of Canada who are not associated with any Canadian registered adviser or dealer. They are not subject to Canadian regulations.