Independent equity research

Analysis in the open.

Starzecki Research publishes in-depth long/short equity research — every call timestamped at publication, benchmarked against the S&P 500, and left on the record whether it works or not.

Reports published
0
Paper NAV
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vs S&P 500
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Since inception
Jun 25, 2026

Latest research

All reports →

The first report publishes soon.

When it's live, the latest report will headline here — with its thesis, rating, and price target front and center.

What you'll find here

Research

In-depth long/short reports, each following the same 12-section format.

Browse reports →

Portfolio

A hypothetical paper book, marked to market and benchmarked against the S&P 500.

View the book →

Methodology

How the work is produced — and why losing calls stay published.

How it works →

The paper portfolio

Marked to market, benchmarked, on the record.

A hypothetical $100MM long/short book tracked against the S&P 500 since inception. Price-only, no real capital — the point is to judge the reasoning over time.

Paper NAV
+0.0%
S&P 500
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Excess
+0.0%
Full portfolio & positions →

Your NAV vs S&P chart appears here

Add a second point to navHistory in src/data/portfolio.json as your track record builds.

Educational use only. Educational paper portfolio. Not investment advice. No real capital is at risk. Full disclaimer.