Back

How It Works

Three stages. Zero shortcuts.

Every Kinzu report goes through a rigorous multi-stage process designed by investment professionals.

1

Data Gathering

60+ data points pulled from SEC filings, real-time market feeds, and verified financial databases. Every number sourced, timestamped, and auditable.

Financial Statements
Income, balance sheet, cash flow — annual + quarterly
Technical Indicators
RSI, MACD, Bollinger Bands, Fibonacci — computed from raw OHLCV
Peer & Market Data
Comps table, analyst estimates, insider activity, institutional flows
2

Multi-Analyst Debate

Specialist analysts argue across 5 structured rounds. Not a single-pass summary \u2014 a genuine adversarial debate where weak arguments get destroyed.

Round 1
Opening Arguments
Each analyst presents their initial thesis from their specialist perspective.
Round 2
Cross-Examination
Analysts challenge each other’s assumptions. Bull confronts bear with data.
Round 3
Forced Position Changes
Analysts must change or strengthen positions with new evidence. No hiding.
Round 4
Director Challenges
Research Director targets the 3 weakest arguments for destruction.
Round 5
Final Positions
Final conviction levels with clearly stated risks to each thesis.
3

Synthesis & Verification

The Research Director synthesizes all debate rounds into a final verdict. Then the math verification system checks every number against source data.

Final Verdict
LONG, SHORT, or PASS with conviction level, entry/exit prices, position sizing, and risk-reward.
Data Verification
92%+ of report figures traced to source data. Unverified numbers flagged automatically.
Podcast Generation
Bull vs. bear debate summarized as a 3-minute podcast with director moderation.
Report Delivery
Full report with executive summary, thesis, valuation, catalysts, and risks — delivered by email or on-platform.

The Analyst Team

Quality Compounder
Buffett / Munger school — wonderful businesses at fair prices, durable moats, ROIC vs WACC
Imaginative Growth
Baillie Gifford / ARK school — TAM expansion, disruptive innovation, 5-year revenue trajectories
Fundamental Long/Short
Tiger Cubs school — buy the best, short the worst, pair trades and relative value
Deep Value
Klarman / Marks school — margin of safety, contrarian positioning, mean reversion
Event-Driven / Catalyst
Tepper / Ackman school — M&A, spin-offs, restructurings, regulatory catalysts
Macro-Tactical
Druckenmiller / Bessent school — Fed policy, rates, currency, cycle positioning
Technical & Momentum
O'Neil / Minervini school — RSI, MACD, support/resistance, Weinstein stages
Commodities & Metals
Goehring & Rozencwajg school — supply cycles, input costs, resource scarcity
Credit & Balance Sheet
Distressed / Bain Capital school — leverage, interest coverage, Altman Z-score, liquidity stress
Crypto & Digital Assets
On-chain fundamentals, mNAV analysis, ETF flows, protocol economics
Research Director
Cross-examines weak arguments, forces position changes, synthesizes final verdict
Explore Investment Themes