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Battle Road Research provides an independent perspective on software, internet, education and energy stocks to investors. The firms beginnings are inspired by several trends enveloping the securities industry, including the introduction of Reg FD, the challenge posed by pro forma financial reporting, as well as the inherent conflict between investment research and investment banking. Founded in October 2001, Battle Road Research commemorates the 18-mile stretch between Concord and Boston where the first shots of the American War of Independence were fired in 1775. The company name was chosen to highlight the independence of investment research from investment banking. Battle Road Researchs corporate charter forever forbids it from engaging in investment banking, writing company-commissioned reports, and personal investment in stocks within our research coverage—all of which we believe to be at odds with our clients’ interests. At Battle Road Research, the mission embarked upon in October of 2001 remains the same: helping our clients identify stocks to buy and stocks to avoid. From its roots in providing research on business software stocks, Battle Road added coverage of the security software segment in 2002, education technology in 2003, Internet services in 2004, education services in 2005 and, at the beginning of 2007, coverage of the energy sector, with an initial focus on wind and solar power.

 

Address: 411 Waverley Oaks Road, Waltham, MA 02452
Telephone: (781) 894-0705
Fax: (781) 894-2940
Website: http://www.battle-road.com/