Why subscribe to this newsletter?
In the course of our work, we examine a lot of companies that have problems but maybe no near-term catalyst. Sometimes their businesses are in structural decline, or they may be cyclical shorts. Once in a while, we run into a company we think is grossly under-valued. We want to share these ideas on The Equity Dispatch.
Institutional investors, hedge funds, and family offices can reach us at info@jcapitalresearch.com or here regarding an institutional subscription plan.
We love interaction
Whether you are an asset manager, a retail investor, or just someone who reads, we would love to hear that you think about our ideas. Feel free to email us or comment on Notes.
Not investment advice
We have no position in any of the ideas we publish. We do not guarantee that, in the future, we will not take a position and publish. We do guarantee however that we will not “talk our book.” In fact, we offer no investment advice, only our own research-based observations. For the most part, we will publish on names we do not consider appropriate for activism.
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What is J Capital Research?
J Capital Research, a U.S. company, publishes highly diligenced research reports on publicly traded companies, relying on deep, on-the-ground primary research. J Capital has particular expertise in the Chinese market, but we look at over-valued companies throughout the world. As an activist short- and long-research shop, when we form a clear view, we publish free, public reports to inform the investing public and never disguise our identity. We believe the internet has afforded an opportunity to small, unaffiliated investors to leapfrog the big banks, with their conflicts of interest, and obtain unbiased information on traded companies. We pride ourselves on our independence and the quality of our work. We hope the work speaks for itself.
We’ve been featured in CNBC, Bloomberg, and various other publications. Check out our activist campaigns on X (formerly known as Twitter).
