[Market Brief headline]
Market overview, sector observations and what we’re watching this week.
[Date]Protect what you’ve grown.
Grow what matters.
AI-assisted screening and human-validated market research designed to help self-directed investors evaluate opportunities, understand risks, and make more informed decisions.
Start with our free weekly Market Brief.
AI-assistedTechnology screens a broad universe of stocks and ETFs
Human-validatedEvery idea is reviewed by a person before it is published
Risk-firstDownside and invalidation conditions on every report
TransparentPublished ideas tracked, including the ones that don’t work
The Challenge
Too much information. Too little time.
Thousands of stocks and ETFs, endless filings, earnings reports and headlines, and conflicting opinions everywhere. Separating real catalysts from market noise takes time most investors don’t have.
Overload
More data than any one person can read.
- Financial statements, earnings releases and news on thousands of companies
- Conflicting calls across financial media and social platforms
- Hard to tell a meaningful catalyst from noise
Uncertainty
Upside is easy to imagine. Risk is harder to see.
- Limited time for fundamental and technical analysis
- Unclear bullish and bearish scenarios
- Downside risks, invalidation points and exits left undefined
Less noise. Better research. Clearer decisions.
Technology helps us cover more ground. Human judgment decides what is worth publishing. Risk awareness guides every step.
AI-Assisted Discovery
Screening a broad universe of companies and ETFs on liquidity, sector strength, momentum, fundamentals, valuation and catalysts.
Fundamental Analysis
Growth, margins, cash flow, balance sheet strength, competitive position and valuation against history and peers.
Market Context
Market conditions, sector strength, macro factors and upcoming events, with technical analysis supporting rather than replacing judgment.
Human Validation
Every idea is reviewed for factual accuracy, analytical consistency and risk disclosure before it is published.
Risk Assessment
Capital preservation comes first. We look at the potential loss before the potential gain, and say what would prove the thesis wrong.
Both Sides of the Trade
Bullish and bearish scenarios for every idea, because not every stock has to go up to be worth understanding.
Our Research Framework
From market screen to published research
Scan
Scan a broad universe of publicly traded companies and ETFs.
Filter
Narrow the field on liquidity, sector and relative strength, momentum, fundamentals, valuation and catalysts.
Review the evidence
Read the filings, earnings releases, financial data and news that matter.
Weigh the scenarios
Build the thesis with upside, downside and the material risks side by side.
Validate
A human reviews and selects each idea. Fewer, better ideas over constant alerts.
Publish
A concise, structured report with the thesis, evidence, risks and invalidation conditions.
Follow up
Explain changes in the thesis and document outcomes, good and bad.
What a report looks like
Every equity report follows the same structure, so you always know where to find the thesis, the risks and what would change our view.
[Company] ([TICKER]): [report headline]
Market and sector context, fundamentals, valuation, catalysts and risks, bull, base and bear scenarios, and invalidation conditions.
Hypothetical example · Sample report coming soon[Company] ([TICKER]): thesis update
What changed since the original report, whether the thesis still holds, and how the idea has played out.
Hypothetical example · Sample report coming soon[TICKER] [strategy]: options research
Defined-risk strategies such as call and put spreads: the thesis, structure, maximum profit and loss, breakevens, volatility, time decay and exit scenarios.
Hypothetical example · Sample report coming soonStart with the free brief
Paid research memberships are in preparation. Join the free Market Brief now and you’ll be first to hear about founding memberships.
Available now
Market Brief
Our weekly view of the markets.
Free
- Weekly market overview by email
- Selected company analysis
- Sector observations
- Educational articles and sample reports
Coming Soon
Stock Trader
In-depth stock research without doing all the work yourself.
Founding membership
- Structured equity research reports
- Fundamental and valuation analysis
- Catalysts and risk assessments
- Bullish and bearish scenarios
- Member research library and Discord community
Coming Soon
Options Core
Options strategy research with risk defined up front.
Founding membership
- Options strategy research and education
- Defined-risk strategy breakdowns
- Risk and payoff analysis for each idea
- Options research library and Discord channels
Coming Soon
Options Pro
Deeper options coverage and more detailed follow-up.
Founding membership
- Expanded options coverage
- Advanced scenario analysis
- More detailed follow-up reports
- Member Q&A, where appropriate
Features, pricing and terms are not final and will be published before paid memberships open.
How we hold ourselves accountable
Good research shows its work, including when it’s wrong.
A Complete Record
Published ideas keep their original timestamps. Revisions and unsuccessful ideas stay on the record alongside the successes.
Clear Methodology
Every report follows the same framework, so assumptions and evidence are visible and comparable.
Conflicts Disclosed
[Conflicts-of-interest and position-disclosure policy, to be finalized with counsel.]
Honest About Risk
No promises of returns or protection from losses. Every report gives downside exposure and uncertainty real attention.
Planting today for a larger harvest
Research is where we start. Over time we plan to put the same discipline to work managing capital.
Today: Research & Analysis
AI-assisted, human-validated stock and options research for self-directed investors.
Next: Managed Accounts
Professionally managed portfolios built on the same hedge-and-harvest discipline.
Future: Hedge and Harvest Fund
A dedicated investment fund for qualified investors.
These are future plans, not current services. Hedge and Harvest Capital does not currently manage client money or offer any investment fund, and nothing on this site is an offer to sell or a solicitation to buy any security or investment product.
Frequently asked
Who is the research for?
Self-directed investors in the US who already invest in stocks but don’t have the time to research companies in depth.
Does AI write the research?
No. AI helps us screen the market and process information efficiently. A person reviews, selects and validates every idea before it is published.
Do you manage money or place trades?
Not today. You keep full control of your own brokerage account, and we don’t hold customer assets, execute trades or manage portfolios. Managed accounts and a fund are long-term plans, not current services.
Is this personalized investment advice?
No. Our research is general and does not consider your individual circumstances. Make your own decisions and consider speaking with a licensed financial professional.
When do paid memberships open?
Once pricing, subscription terms and our regulatory review are complete. Join the free Market Brief to hear first.
Start with the free Market Brief.
A weekly email with our market overview, sector observations and selected research. Subscribers are first to hear about founding memberships.
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