PAA Research is an independent research firm that provides investment ideas backed by extensive fundamental and primary research to professional money managers and high net worth individuals. The company strives to generate action-oriented investment ideas with high absolute return potential.
At PAA Research, we adhere to a strict set of principles, which we think maximize the idea generation process and optimize the experience for our clients.
We expect to generate 6-10 investment ideas annually. Clients should expect a relatively equal mix of long, short, and pair trade ideas. Typically the introduction of an investment idea is highlighted by a lengthy report, which includes a comprehensive review of the company’s fundamentals and detail on our investment thesis. We also provide timely updates on each investment idea. Since inception, we have published more than 500 reports on the 40+ ideas we have introduced. Research reports are delivered via email and are also hosted on our website. Research on our website is organized by ticker and industry sector, which enables clients to easily locate the reports they are most interested in.
We do not have a “research coverage” model. Our research product emulates that of the “buy-side”. When catalysts are realized or the investment thesis changes, positions are closed out. We think this keeps the research product fresh and focused.
In addition to published reports, premium and institutional subscribers are able to access the full results of the proprietary surveys we conduct with our industry contacts and conference calls with industry experts.
Bradley Safalow founded PAA Research in April 2009 with the goal of bringing the “best of both worlds” from his experience on the buy and sell-side to clients. Mr. Safalow graduated with a bachelor’s degree in economics from the University of Virginia. He started his career in the leveraged finance group at JPMorgan. From 2002-2005, Mr. Safalow was the senior analyst covering the Business and Education Services sector at JPMorgan. After his time at JPMorgan, Mr. Safalow joined RiverEdge Capital, a global long/short equity hedge fund where he focused on small/mid cap stocks and short idea generation. He lives in Marietta, GA with his wife Enders and their sons Clasen, Garrett, and Darby.
For those who want to learn more about PAA Research, please send general inquiries to:
1827 Powers Ferry Road
Building 4, Suite 250
Atlanta, GA 30339