Signal From Noise

Research

Signal From Noise

Our team highlights a key theme or sector in our Signal From Noise column, which presents timely investment opportunities through the lens of our broader macro research. Combining analysis of wider emerging trends with background narrative and fundamentals of individual companies, Signal From Noise provides investors a glimpse at key players and diverse approaches to investing. We may also invite relevant outside voices to provide opinions and feedback about ongoing trends.

At FS Insight, we focus on signal over noise. For example, we highlighted five stocks poised to benefit from the economic rise of millennials, using trends and data points to support our thesis. We’ve aso published deep dives on pricing power, rising geopolitical tensions, and the rise of AI and automation. Whether it’s analyzing the EV market or walking you through our process of identifying tactical themes in our Granny Shots portfolio, we have you covered.

We suggest using these reports as educational, informational components of your overall research process. Each investor bears an individualized risk tolerance, goals, and investment time horizon, therefore we don't provide stock entry and exits. This publication provides an emerging theme, background narrative, leading companies, and diverse angles to gain exposure.

Signalfromnoise

Signal from Noise

Released Bi-Weekly

Highlights timely market themes and sectors with corresponding stocks, cutting through the day-to-day market “noise” for a distinct perspective.

How To Use Signal From Noise

  • The “Signal From Noise” publication explores key themes, as well as companies that appear to have superior metrics over their peers and may offer greater opportunity for alpha
  • Not a direct buy/sell signal
  • A "Signal from Noise" sheds light on companies that appear to have superior metrics over their peers and may offer greater opportunity for alpha.