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  • fundstrat thomas lee

Providing the best fundamental strategy and independent research with top priority on our clients’ needs and interests.

Welcome to Fundstrat
A differentiated approach to market strategy and sector research

We are an independent research boutique, providing market strategy and sector research. Our differentiated approach is based on what we call fundamental strategy. That is, our research process combines both top-down strategy and bottoms-up fundamental views, to develop a roadmap of practical and useful investment insights for our clients.

 

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We continue to favor stocks with high “value-add” per employee (high profit/empl…

We see FCC final order on Internet Freedom (revoking Title II) as a positive develop…

We continue to favor EPS growers, which is not the same as favoring “growth stocks…

We see crypto-currencies as likely to continue gaining traction in coming years. We…

We see potential catalysts on the horizon and arguments for the Telcos sector to gai…

More reports are available in the Research Library.


Debt ceiling will be hit on September 29. The last time the ceiling was breached was…

We consider focusing additional attention on Defensive Quintile 1 stocks with consis…

Macro-Enabled Spreadsheets for DQM July 31 Portfolio

We remain cautious on heading into Q3 as intermediate-term indicators show early evi…

Republican healthcare bill died on 49 to 51 vote.  Tax bill still seems possible as…

More reports are available in the Research Library.



The headwinds developing from an inversion of the VIX term structure (4M contract is…

The long-term yield curve (30Y less 10Y) has impressive and impeccable track record …

Energy Investment grade CDS is the best performing sector YTD, nearly best high-yiel…

Update on "Stocks are the “new” bonds" strategy.





We continue to favor stocks with high “value-add” per employee (high profit/empl…

We see FCC final order on Internet Freedom (revoking Title II) as a positive develop…

We continue to favor EPS growers, which is not the same as favoring “growth stocks…

We see crypto-currencies as likely to continue gaining traction in coming years. We…

We see potential catalysts on the horizon and arguments for the Telcos sector to gai…

More reports are available in the Research Library.


Debt ceiling will be hit on September 29. The last time the ceiling was breached was…

We consider focusing additional attention on Defensive Quintile 1 stocks with consis…

Macro-Enabled Spreadsheets for DQM July 31 Portfolio

We remain cautious on heading into Q3 as intermediate-term indicators show early evi…

Republican healthcare bill died on 49 to 51 vote.  Tax bill still seems possible as…

More reports are available in the Research Library.


The headwinds developing from an inversion of the VIX term structure (4M contract is…

The long-term yield curve (30Y less 10Y) has impressive and impeccable track record …

Energy Investment grade CDS is the best performing sector YTD, nearly best high-yiel…

Update on "Stocks are the “new” bonds" strategy.