Independent equity research
Reasoning, in the open.
Starzecki Research publishes deep long/short equity work on under-covered small- and mid-caps. Every call is timestamped at publication, benchmarked against the S&P 500, and left on the record — whether it works or not.
- Reports published
- 0
- Paper NAV
- +0.0%
- vs S&P 500
- +0.0%
Latest research
Roughly one deep report every two weeks.
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The paper portfolio
A hypothetical $100MM long/short book, marked to market and benchmarked against the S&P 500 since inception on Jun 25, 2026. Price-only, no real capital — the point is to judge the reasoning over time.
- Paper NAV
- +0.0%
- S&P 500
- +0.0%
- Excess
- +0.0%
Your NAV vs S&P chart appears here
Add a second point to navHistory in src/data/portfolio.json as your track record builds.
Educational use only. Educational paper portfolio. Not investment advice. No real capital is at risk. Full disclaimer.