Know exactly what you own and why you own it
The RebelAlpha framework evaluates every dimension of company quality that matters to long-term investors
What drives stock prices? Earnings
What protects earnings? Moats
Warren Buffett’s most famous insight is simple: the best businesses are surrounded by wide, durable moats that keep competitors at bay. We analyse every company against Hamilton Helmer’s 7 Powers framework so you can see exactly which moats protect your investment and how deep they run
Not all earnings are created equal
A dollar of contractually recurring, high-margin revenue is worth far more than a dollar of one-off, low-margin revenue. We dissect the business model across revenue quality, profitability, scalability, and capital intensity to reveal whether a company’s earnings engine is built to last or running on fumes
Nothing destroys earnings like competition
Some markets are structured so that everyone makes money. Others are structured so that nobody does. We assess the market structure: how many players are fighting for share, whether they compete on price or differentiation, and whether the industry rewards excellence or punishes everyone equally. Because the market you’re in matters as much as how well you play it
Compounding needs a runway
The difference between a good investment and a generational one usually comes down to how long the growth can last. We assess secular tailwinds, cyclical positioning, and market share trends to determine how long the growth can compound
Nothing derails a track record like a stock going to zero
Every investment carries risk, the question is whether you see it coming. We surface the threats that blindside investors so you can go in with your eyes wide open, or don’t go in at all
The world is changing faster than ever and it’s creating winners and losers
The companies that thrive over the next decade won’t be the biggest, they’ll be the most adaptive. We evaluate how each company is positioned against the forces reshaping industries: AI, automation, shifting consumer behaviour, and more. Are they leading the charge, keeping pace, or sleepwalking into irrelevance
Only when the tide goes out do you discover who’s been swimming naked
Every cycle proves it: overleveraged companies look brilliant in a bull market and go bankrupt in a bear one. We stress-test balance sheets so you know which companies are built on rock and which are built on borrowed time
Great businesses don’t run themselves
There’s a world of difference between a founder who eats, sleeps, and breathes their company and a professional manager serving out a three-year contract. We evaluate whether leadership has genuine skin in the game, because the person steering the ship should care whether it sinks