At The Mirandolan, I build equity research from primary filings under US GAAP and IFRS, not vendor data. I use 33 documented accounting adjustments and reverse DCF to test what a company’s price already assumes, with every figure checked against its cited page.
I’ve written commissioned Long Ideas for New Constructs, including four of the firm’s seven ideas posted on SumZero since March 2026. Before research, I managed third-party capital in physical metals trading and ran Scallywag Mine through Zimbabwe’s hyperinflation; those experiences made downside the first rule in my work.
