About Ridire Research & Why Subscribe?
Ridire Research is an independent multi-asset research platform delivering actionable, high-conviction long/short ideas. We fuse fundamental rigor with quantitative structure to identify mispriced opportunities others overlook.
Read by professionals from JPMorgan, Baillie Gifford, Maybank, and Hedgeye, along with boutique hedge funds and university labs at NYU, NTU, Vanderbilt, and IIM Indore. Ridire bridges institutional-grade process with transparent public insight.
At the core is The RidIndex, our actively managed model portfolio. Every position is backed by data-driven analysis, tracked in real time, and accompanied by full commentary on thesis evolution and performance.
Idea generation flows through The Funnel: our internal research engine exploring macro and thematic narratives like agentic AI, reshoring, energy security, defense cycles, and factor extremes. From these narratives emerge focused opportunities filtered through our investment framework:
Quality & Moats – Durable advantages and structural market power.
Catalysts & Inflections – Asymmetric setups around change.
Valuation Gaps – Mispricings with clear margins of safety.
Macro Context – Positioning within volatility and liquidity regimes.
Subscribers gain early access to all RidIndex positions, write-ups, and strategic shifts. Non-subscribers receive delayed snapshots of past trades and archived insights. (This publication is currently FREE)
At Ridire, we don’t predict markets, we build positions. Each trade is a testable belief, executed with clarity and conviction.
