What Ockham Research does

Ockham Research is a privately held, independent equity-research firm founded in 2006 by Christian J. Ward and E. Marsh Douthat. It provides research and valuation analysis to self-directed retail investors, institutional investors, and financial advisers; its operating base is listed in Georgia at 1158 Canton Street in Roswell, and the company states that it does not engage in investment banking or brokerage.

The product centers on fundamental and technical valuation of more than 5,500 U.S. stocks and ADRs, using weighted historical bands for price-to-sales, price-to-cash earnings, and dividends, together with a Stock Lifecycle price/rating framework and portfolio tracking. RazorWire monitors business-TV audio and converts securities commentary into text within seconds; Ockham identifies Psydex as the provider of the real-time text-analysis capability.

Ockham combines free basic access with a $1-per-month premium subscription for full research, RazorWire, and portfolio tools. Its Enterprising Investor's Guide is a separate $600 annual newsletter, while B2B platform licensing through QUODD adds an institutional distribution route. Specific revenue figures and customer counts are not disclosed.

Name

Ockham Research

Legal name

Ockham Research, LLC

Website

https://ockhamresearch.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Ockham Research provides subscription-based equity research and valuation tools to retail investors, institutions, and advisers, covering 5,500+ securities through web, mobile, licensing, and newsletter channels with real-time television commentary monitoring.

Ownership category

akta.pro rank

Product category

Equity Research Platform

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Equity Research (FSACAGAA)

akta.pro secondary industries

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Strategy & Thematic Research (FSACAGAG), Sector-Specific Industry Research (FSACAGAL)

Keywords

• Equity research platform
• Independent stock research
• Investment valuation analysis
• Business TV monitoring
• Value investing research

Headquarters

HQ city

Roswell

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Monthly Subscription - Premium Access: The primary revenue stream is a $1 per month subscription ($12/year) that provides full access to Ockham's equity research platform including company analysis reports on over 5,500 stocks, RazorWire TV monitoring, portfolio tools, and premium content. This is the main commercial offering targeted at both individual and institutional investors.
2. Enterprising Investor's Guide Newsletter: A biweekly newsletter delivering value investing commentary, market outlook, ratings on 100 largest U.S. equities by market cap, and Ockham's buy/hold/sell ratings. The EIG newsletter is available as a yearly subscription for $600, delivered via email or website. This is a premium tier newsletter offering.
3. B2B Platform Licensing: Ockham licenses its research content, analysis, and RazorWire tool to enterprise data platforms such as QUODD Financial Information Services, which redistributes Ockham's content to institutional clients. This represents a B2B revenue stream through platform distribution partnerships.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Ockham Research provides independent equity research and investment analysis covering more than 5,500 U.S. stocks and ADRs through a web platform, iPhone app (StockRazor), premium newsletter, and the RazorWire business-television monitoring tool. The company applies a hybrid fundamental/technical valuation methodology rooted in Benjamin Graham's value-investing principles, delivering weekly ratings, historical valuation charts, and real-time media commentary tracking to retail and institutional investors via a freemium $1/month subscription model and B2B licensing.

Product overview

Ockham Research is an equity research and investment analysis platform offering a suite of tools for value investing. The core platform provides fundamental research on over 5,500 stocks using a hybrid valuation methodology based on Benjamin Graham's principles. Key products include: the main Ockham Research Platform for equity analysis; RazorWire for real-time business television monitoring and text transcription; Ockham Charts and Stock Lifecycle Charts for visualization; Portfolio Analyzer for custom portfolio tracking; Razor's Edge Blog for market commentary; Company Analysis Reports (weekly per stock) and Enterprising Investor's Guide newsletter (biweekly); and StockRazor iPhone app for mobile access. RazorWire transcribes television commentary into searchable text, Portfolio Analyzer lets users track their own holdings, and the platform delivers ratings based on comparing current stock prices against historical valuation bands. Pricing is $1 per month for core subscription.

Differentiator

Problem solved

Functional benefit

Brands

• RazorWire: A business television monitoring tool that listens to television channels and provides real-time text transcription when stocks are discussed.
• StockRazor
• The Enterprising Investor's Guide
• The Razor's Edge

Products and services

• Ockham Premium Research Platform Subscription-based equity research platform providing weekly ratings, fundamental analysis, historical valuation charts, portfolio tracking, and RazorWire TV monitoring across 5,500+ U.S. stocks and ADRs; targets retail and institutional investors.
• RazorWire Business Television Monitoring Tool Real-time financial TV monitoring tool that transcribes business-television commentary into text within seconds of stocks being mentioned; tracks shows including Mad Money, Fast Money, Squawk Box, and America's Nightly Scoreboard; powered by Psydex technology.
• StockRazor iPhone Application Mobile version of Ockham Research available on the iPhone App Store, providing access to fundamental research on 5,500+ U.S. stocks, weekly stock ideas (up to 80 new ideas weekly), RazorWire TV monitoring, portfolio tracking, and The Razor's Edge blog. Full functionality requires $1/month subscription.
• Enterprising Investor's Guide Newsletter Biweekly premium newsletter applying Benjamin Graham's value-investing methodology, providing market outlook, investor sentiment commentary, asset allocation views, and buy/hold/sell ratings on the 100 largest U.S. equities by market cap; delivered via email or website at $600/year subscription.

Quantifiable outcome

• Over 5,500 stocks and ADRs covered with weekly published research reports
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability3 records

Feature5 records

Partnerships

Two partnerships are on record, tiered core.

• QUODD Financial Information ServicescoreTechnology or Integration · 28 January 2009QUODD Financial Information Services partnered with Ockham in January 2009 for a joint venture to provide Ockham's content, analysis, and RazorWire TV monitoring tool over the QUODD platform. QUODD is a real-time data management solution for professional investors, providing enterprise flexibility in content selection and customized delivery. The partnership integrates Ockham's valuation analysis with QUODD's real-time data platforms, allowing investment professionals to access Ockham's research within their daily workflow.
• PsydexcoreTechnology or IntegrationPsydex powers Ockham's RazorWire platform by scours the world's information sources in real time for newswires, TV closed captions, Internet feeds, blogs and other web sources. Psydex provides actionable alerts within seconds of events and is credited with enabling RazorWire's real-time TV monitoring capability. The RazorWire logo page references Psydex as the technology powering the real-time text analysis.

Scale indicators3 records

Recent moves4 records

Expansion highlights6 records

Direct peers

• Argus Research: Independent equity research firm providing fundamental analysis, ratings, and reports on individual companies to institutional and retail investors. Closely matches Ockham's independent, conflict-free research model and broad coverage of U.S. equities.
• Seeking Alpha: Large crowdsourced equity research platform combining contributor analysis with professional research and ratings, targeting self-directed investors. Overlaps with Ockham in retail-facing equity analysis and syndication of Ockham's Razor's Edge blog content.
• TheStreet: Financial media and commentary site publishing stock analysis, market commentary, and investment opinion from professional contributors. Comparable retail-facing investment content and is a syndication partner for Ockham's Razor's Edge blog.
• Zacks Investment Research: Independent equity research firm focused on retail and institutional investors, providing stock ratings, earnings estimates, and proprietary ranking systems across a broad universe of U.S. equities. Directly comparable as an independent, subscription-based research provider targeting self-directed investors.
• Value Line: Long-established independent investment research and publishing company covering thousands of U.S. stocks with proprietary ranking systems and analyst reports. Directly comparable as a subscription-based, broad-coverage independent research provider.

Emerging players

• Wall Street Horizon: Financial data and corporate-event intelligence provider offering earnings, dividend, and corporate-action data to institutional clients. Adjacent as a data-and-intelligence vendor serving similar institutional workflows.
• TipRanks: Data-driven equity research platform that aggregates analyst ratings, sentiment, and fundamental data for retail and institutional investors. Comparable as a technology-enabled research and ratings service competing for the same self-directed investor audience.

Broad incumbents

• S&P Global Market Intelligence: Large-scale provider of financial data, analytics, and equity research to institutional investors. Operates at much greater breadth, but overlaps with Ockham in fundamental equity research and ratings used by professional investors.
• Morningstar: Large, diversified investment research and data provider offering equity ratings, fund research, portfolio tools, and proprietary star ratings to retail and institutional clients. Overlaps with Ockham in independent equity research and valuation analytics at much greater scale.

Others

• TrackData Corporation: Real-time financial market data, news, and direct-access brokerage provider serving institutional and individual investors. Listed as an Ockham partner for data/market information integration, and serves overlapping customer segments.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ockham Research