"Our job is not to see the future, it’s to see the present very clearly"- Matt Cohler, Benchmark

Ongoing thread of ways investors have tried to "see the present clearly" with their research

Please add to or DM with any suggestions you have and I can add to thread

Classic example of Tiger analysts doing their scuttlebutt research to get an edge on a company

Mario Cibelli on researching Netflix vs. Blockbuster in the early days — used envelope serial numbers to triangulate churn rates

From his "Invest Like the Best" episode

Short seller collecting >25k receipts of people leaving Luckin Coffe stores to deduce that the company was overstating its financials

From research report submitted to Muddy Waters

MoffettNathanson researching VZ's fixed wireless reach https://twitter.com/modestproposal1/status/1108747354365149185?s=20

Ram Parameswaran on researching Square after it IPO'd

Another from an Invest Like the Best episode

Chanos finding an information arbitrage between regulatory filings and SEC filings / GAAP accounting

Reddit user using waitlist to gauge demand for a product with high management/street expectations

Another Reddit using JSON data that was accidently exposed on the company's website tool estimate the company's upcoming revenues

Link to the thread: https://www.reddit.com/r/SecurityAnalysis/comments/8y8s3o/whats_the_most_creative_thing_youve_done/

Research on $PTON by @clueless_1337 using waybackmachine, which is an underrated resource https://twitter.com/clueless_1337/status/1298674206469574657?s=20