What We Do
"We started Avalon Capital Research because we were tired of financial media that talks a lot without saying much. Our goal is simple: produce research on US listed companies and the forces that move markets, written clearly enough that any investor can act on it. If our research does not help you make a better decision, we have not done our job."
- John Austin, Founder
Our Approach
Our analysis is our own:
We publish around major earnings releases and market-moving events so our readers are never behind the curve. We build our research on Bloomberg Terminal screens, FactSet data, and proprietary financial models, not aggregated headlines. Every piece we publish is designed to give you something you can act on.
What We Cover
Avalon covers the full spectrum of US markets:
On the company level, we dig into earnings, management commentary, and competitive dynamics across sectors from technology to energy to healthcare. We track the bigger picture too: interest rate moves, credit conditions, sector rotations, and the capital flow data that tells you where institutional money is heading.
Washington, the Federal Reserve, and shifting global trade dynamics have a direct line to equity valuations. We follow those threads closely. When event-driven catalysts surface, whether M&A activity, guidance changes, or geopolitical disruptions, we publish analysis so our readers can weigh the implications before the market fully prices them in.
Our Services
Beyond our published research, we work directly with private equity funds, family offices, and institutional investors on a contract basis. Our typical clients manage between $10M and $250M in assets and require the same depth of research and diligence they would get from a larger organization, without carrying a full-time analyst bench.
Commercial due diligence reports cover market sizing, competitive positioning, financial performance analysis, balance sheet review, peer benchmarking, risk assessment, and valuation. Each report is delivered as a Board and Investment Committee-ready standalone document. We have completed CDD across a wide spectrum of sectors, including: Biotech, surgical robotics, semiconductor equipment, trucking and logistics, expedited freight, B2B SaaS, FinTech, AI, and manufacturing.
We also provide ongoing contract research support: sector coverage, pipeline screening, portfolio company monitoring, and LP reporting assistance. If your team needs analytical depth on a specific deal, sector, or portfolio question, we can scope an engagement around it.
Why Avalon
There is no shortage of financial commentary online. Most of it reads like a sell-side note that requires an accountant to decode, or like a blog post with more opinions than data. We sit between those two extremes. Our work applies institutional-grade analysis in a format that any serious investor can read and act on. We do not manage money. We do not run a trading desk. Our only incentive is to get the analysis right.
Our Philosophy
Good research should make you more informed about a company or a market, not just confirm what you already think. We try to be honest about what the data says, even when the conclusion is not popular. Every piece we write starts with a question worth answering and ends with a view we are willing to stand behind.