Disclaimer
This publication is for educational and informational purposes only. It reflects research opinions and illustrative examples, not investment advice or recommendations. Nothing herein constitutes an offer, solicitation, or advice to buy or sell any security. By reading, you agree to the full disclosures → Ridire Research Substack Disclaimer
About Ridire Research
Written by Adam Polkinghorn, Founder and Portfolio Manager of Ridire Capital Management, this publication explores cross-asset long/short investing, thematic research, and the evolving structure of global markets. The views expressed are solely those of the author, for informational purposes only, and do not constitute investment advice or an offer to buy or sell any securities.
Ridire Research is an independent publication focused on long/short equity ideas and major market themes. Its objective is simple: to help readers think more clearly about narratives, valuation, and risk across global markets.
The research integrates fundamental analysis, quantitative frameworks, and thematic thinking to identify situations where market narratives may be mispriced.
Readership includes investors, analysts, founders, and students seeking a deeper understanding of how markets function.
What We Publish
Ridire Research focuses on clear, thesis-driven ideas built around structural themes such as:
AI and software ecosystems
Industrial reshoring and supply chains
Energy security and infrastructure
Defense and geopolitical shifts
Market structure, liquidity, and volatility regimes
Each idea is evaluated through a simple framework:
Quality & Moats – structural advantages and durability
Catalysts – events that could change market perception
Valuation – where the market may be mispricing the story
Macro Context – liquidity, cycles, and broader conditions
Philosophy
Ridire Research does not try to predict markets.
Instead, each article presents a clear hypothesis about how a situation may evolve based on available evidence.
The focus is on transparent reasoning and disciplined thinking, not hyper specific forecasts or price targets.
How Ideas Are Presented
Each article stands on its own and includes:
The core thesis
Key catalysts
Main risks
Relevant macro or industry context
Ideas are tracked from the date they are published to show how they evolve over time. This is meant to illustrate the thinking behind each thesis, not to represent an investment strategy.
Who It’s For
Ridire Research is written for:
Investors and analysts
Quants and researchers
Founders and operators
Students interested in markets
Anyone who wants clearer frameworks for thinking about markets.
