Welcome to Ridire Research, a quantamental long/short equity research outlet grounded in precision, accountability, and conviction.
At Ridire, we don’t make predictions, we take positions. Every idea is actionable. Every entry is documented. Every risk is contextualized. Every outcome is measured.
We believe research should carry weight. That’s why we’re publicly tracking a model portfolio with real-time trade rationales and performance updates.
Our process fuses deep fundamental insight with systematic structuring. We identify underappreciated opportunities across the capitalization spectrum, from high-conviction longs and tactical shorts to thematic baskets and market-neutral pairs.
Our research framework includes:
Catalyst-driven asymmetry and inflection-point setups.
Mosaic-style diligence, combining primary sources with unstructured data.
Macro regime modeling to inform exposure and sizing.
Portfolio construction discipline that compounds edge over time.
Expect a steady cadence of high-conviction trade ideas coming in the weeks ahead, each backed by process, not prediction.
The model portfolio evolves in public view. Each position has a purpose. Each decision has a framework.