How Investors Use CapRelay

1. Generate New Ideas

2. Iterate through Ideas, Fast

  • Business Overview: Review business mix, business model, and competitive position.
    → HEICO business overview: What about HEICO's business model and competitive position underpinned its multi-decade run?
  • Bull-Bear Debate: See the tension points the investment community is focused on.
    → Novo Nordisk bull-bear debate: Has Novo Nordisk been out-maneuvered in the GLP-1 market?
  • Multi-Year Recap: Trace the company's financial story and key drivers over the past 5 years.
    → Amphenol multi-year recap: What drivers turned this hardware rollup into a high-growth darling?
  • Thesis Components: Thesis components are characteristics that make a company interesting, and serve as potential building blocks for an investment thesis. The screener enables screening based on these thesis components.
    → Hyatt Hotels thesis components: What makes Hyatt a particularly interesting hotel chain?
  • Bull Case & Bear Case: Identify potential inflections, and see what a buy-side analyst might think.
    → Starbucks bull case: What would have to go right for Starbucks to reaccelerate traffic and restore margins?
    → Starbucks bear case: What if Starbucks's traffic and value issues are more structural than cyclical?
  • Risk Overview: Track potential risks and disconfirming evidence.
    → Thomson Reuters risk overview: Is TRI AI roadkill?
  • A new approach to idea generation: Instead of carefully selecting ideas to get up to speed on, some PM's are using CapRelay to spend minutes with each company exposed to a theme, quickly iterating through to find ideas with the characteristics they like.

3. Cover More Companies

CapRelay's coverage tools are built for investors who want to stay current on long watchlists.

  • Earnings Reviews: Comprehensive enough to skip the transcript, skimmable enough to read from your phone. Designed to report the takeaways from the quarter without bias.
    → TransDigm earnings review: Has TransDigm's commercial aftermarket finally inflected?
  • Questions for Management: Accelerate meeting prep and ask the best possible questions. Each question includes relevant context.
    → DraftKings questions for management: How does DraftKings plan to address encroachment from prediction markets?
  • Management & Incentives: See the metrics that drive executive pay, equity ownership, and notable proxy findings, without opening the proxy.
    → Tesla management and incentives: What metrics must Elon hit to unlock the $1T pay package?
  • Watchlist & Home Feed: Watch companies to get news alerts and research update emails. Your home feed shows the latest research across your watchlist.
  • Podcast Coverage: Click a button for any company, and see relevant podcasts instantly. No searching required.
    → Exelon podcasts: Discover podcasts with various C-suite executives discussing key company drivers.

Other Features

  • Search for a Company: Type the ticker (e.g. AAPL) or the company name of any publicly traded U.S. company in the search bar, and you'll navigate to a profile page with all company-specific content.
  • Latest Research: The latest research page enables filtering to browse the latest research across all companies.
  • Movers: The movers page shows top movers for the day, with related events and research.
  • Sources: All research is based on public source data such as SEC filings, earnings transcripts, and proxies. Use the Sources button at the bottom of each generation page to see the documents used in that analysis.
  • Account & Settings: Manage your account, notification preferences, and watchlist settings.

Other Tools found in the Header

  • Copy for LLM: Use the Copy for LLM button to copy the page's contents as clean markdown, which LLMs can easily use as context.
    This button is found at the top of most content pages.
  • Print Pack: Get the latest research for a company in a single Print Pack for printing or copying.
    This button is found at the top of the Company Home page.
  • Share Research: Create a shareable link that temporarily enables anyone to see this research.
    This button is found at the top of most content pages.

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