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Longwalk Research

See the risks. Spot the opportunities. Strengthen your advice.

Companies

Risk-opportunity analysis across 600+ global stocks. Understand what moves each business.

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Research Vault

Deep-dive strategic frameworks. Seven Powers, numbersVnarrative, and portfolio management wisdom.

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Portfolio Builder

Build custom portfolios. Thematic allocation, risk-opportunity weighting, factor exposure.

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Company Spotlight

Dec 8

Latest Research

Portfolio ManagersNov 12

When to Sell: A Disciplined Framework

Portfolio ManagersNov 5

How to Explain Volatility to Nervous Clients

Portfolio ManagersOct 29

When Cash Is a Position, Not a Mistake

Portfolio ManagersOct 22

The 3-Year Rule: When to Admit You're Wrong

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Professional research for financial advisors and portfolio managers. Clear risk-opportunity frameworks that strengthen client conversations and improve decision-making.