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, Ridire Research explores long/short equity ideas, cross-asset themes, single names 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, personalized recommendations, or an offer to buy or sell any securities.
Ridire Research is built for sophisticated investors who want thoughtful idea generation without a 40-page report every time.
Most posts are designed to be read in under 15 minutes. They focus on the key points: the thesis, why it may be misunderstood, what could change market perception, and what risks could invalidate the idea.
The goal is not to do all of the work for the reader. Serious investors already have their own screens, models, mandates, risk limits, and valuation frameworks.
The goal is to surface exceptional ideas, frame them clearly, and give readers a strong starting point.
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 with false precision.
Each article presents a clear hypothesis based on available evidence. The focus is on transparent reasoning, disciplined thinking, and identifying situations where narratives may be incomplete, misunderstood, or mispriced.
Our job is not to do the work for you.
Our job is to help you find ideas that may be worth doing the work on.
Who It’s For
Ridire Research is written for investors, analysts, quants, founders, operators, students, and anyone who wants clearer frameworks for thinking about markets.
Most articles are concise enough to read quickly, but substantive enough to give readers a real starting point for deeper research.
