The Principal of the firm, Gregg Speicher, CFA, has 7 years of experience writing research on the software sector. Using a network of contacts built up over this time period, our research method includes going "in the trenches," in which we perform extensive channel checks by speaking constantly with contacts. Our research helps investors find relevant new information and stock ideas early, before they are widely known. We publish reports on individual software names and have constant conversations with industry contacts. We also maintain a Focus List and communicate with clients frequently. Please contact us for individual projects as well. Our research is independent, timely, in-depth, and flexible. We believe our research is highly differentiated from the sell-side model, in that there are no conflicts of interest. We act with complete integrity, honesty, and consistency. Our investment style is opportunistic and is often contrarian.  Two of our recent best calls, i2 Technologies (ITWO) and NIKU Corporation (NIKU), were out-of-favor and under-the-radar of investors.  ITWO was especially ignored. However, our customer conversations led us to understand that i2 was turning around, and the stock almost tripled after we initiated coverage.
© 2005 Moss Creek Capital