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Public Equities Research

Bottom-up research and financial models
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What Subscribers Receive

Financial Models

Custom‑built, bottom‑up financial models with detailed drivers and segment builds; includes trading multiples and discounted cash flow valuations.

Research Briefs

Concise, 1-2 page overviews of companies and the competitive landscape.

Expert Analysis

Insights from public and private expert conversations; comprised of self-conducted and via third-parties.

And More

Industry models (comps), one-on-one chats, calls, plus more.

Example Model

Bottom-up models including segment and drivers build, EBITDA and free cash flow bridges, trading multiples, discounted cash flow analyses, risk-reward frameworks, and more

Meta Model Overview

Download a free sample model below.
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Companies We Cover

In-depth research and analysis on leading public companies
  • AMAZON
  • APOLLO GLOBAL
  • APPLE
  • CAVA
  • CONSTELLATION ENERGY
  • CHIPOTLE
  • DOMINO'S PIZZA
  • FAIR ISAAC CORPORATION
  • ALPHABET
  • HIMS & HERS
  • INTUIT
  • LULULEMON
  • MATCH GROUP
  • META
  • MAGNITE
  • NIKE
  • POTBELLY
  • PUBMATIC
  • REVOLVE GROUP
  • RESTORATION HARDWARE
  • ROKU
  • SWEETGREEN
  • SOMNIGROUP
  • TESLA
  • THE TRADE DESK
  • VITAL FARMS
  • PORTILLOS
  • CELSIUS HOLDINGS
  • OSCAR HEALTH,
  • WATCHES OF SWITZERLAND
  • AIRBNB
  • BOOKING HOLDINGS
  • EXPEDIA
  • WORKDAY
  • SAP
  • ORACLE

Subscription tiers

Select your preferred tier
Quarterly Annual (20% off)

Tier 1

$ 249 /quarter Essential financial models and analysis
  • 5 models to start
  • 3 new models each quarter
  • Sector-wide model pack
  • Asynchronous chat support
  • Updates on at least 10 names per quarter
Subscribe

Tier 2

$ 349 /quarter Advanced models with deeper analysis
  • 10 models to start
  • 6 new models each month
  • Sector-wide model pack
  • Synchronous chat support
  • Coverage updates on at least 15 names per quarter
Subscribe
Popular

Tier 3

$ 1,200 /quarter Complete professional suite
  • Full library of +30 existing models
  • Access to +8 new models per quarter
  • Sector-wide model pack
  • Two live 1:1 walkthroughs per quarter
  • Priority chat
  • Priority additions of new names to coverage
  • Coverage updates on at least 20 names per quarter
Subscribe

Tier 1

$ 796 /year Essential financial models and analysis
  • 5 models to start
  • 3 new models each quarter
  • Sector-wide model pack
  • Asynchronous chat support
  • Updates on at least 10 names per quarter
Subscribe

Tier 2

$ 1,117 /year Advanced models with deeper analysis
  • 10 models to start
  • 6 new models each month
  • Sector-wide model pack
  • Synchronous chat support
  • Coverage updates on at least 15 names per quarter
Subscribe
Popular

Tier 3

$ 3,840 /year Complete professional suite
  • Full library of +30 existing models
  • Access to +8 new models per quarter
  • Sector-wide model pack
  • Two live 1:1 walkthroughs per quarter
  • Priority chat
  • Priority additions of new names to coverage
  • Coverage updates on at least 20 names per quarter
Subscribe
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Membership Information

You have selected the Tier 2 (Annual) membership level.

Advanced models with deeper analysis

  • 10 models to start
  • 6 new models each month
  • Sector-wide model pack
  • Synchronous chat support
  • Coverage updates on at least 15 names per quarter

The price for membership is $1,117.00 per Year.

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Subscription Tiers

Select your preferred tier
Quarterly Annual (20% off)

Tier 1

$ 249 /quarter Essential financial models and analysis
  • 5 models to start
  • 3 new models each quarter
  • Sector-wide model pack
  • Asynchronous chat support
  • Updates on at least 10 names per quarter
Subscribe

Tier 2

$ 349 /quarter Advanced models with deeper analysis
  • 10 models to start
  • 6 new models each month
  • Sector-wide model pack
  • Synchronous chat support
  • Coverage updates on at least 15 names per quarter
Subscribe
Popular

Tier 3

$ 1,200 /quarter Complete professional suite
  • Full library of +30 existing models
  • Access to +8 new models per quarter
  • Sector-wide model pack
  • Two live 1:1 walkthroughs per quarter
  • Priority chat
  • Priority additions of new names to coverage
  • Coverage updates on at least 20 names per quarter
Subscribe

Tier 1

$ 796 /year Essential financial models and analysis
  • 5 models to start
  • 3 new models each quarter
  • Sector-wide model pack
  • Asynchronous chat support
  • Updates on at least 10 names per quarter
Subscribe

Tier 2

$ 1,117 /year Advanced models with deeper analysis
  • 10 models to start
  • 6 new models each month
  • Sector-wide model pack
  • Synchronous chat support
  • Coverage updates on at least 15 names per quarter
Subscribe
Popular

Tier 3

$ 3,840 /year Complete professional suite
  • Full library of +30 existing models
  • Access to +8 new models per quarter
  • Sector-wide model pack
  • Two live 1:1 walkthroughs per quarter
  • Priority chat
  • Priority additions of new names to coverage
  • Coverage updates on at least 20 names per quarter
Subscribe
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Privacy Policy

Last Updated: May 5, 2025

1. Introduction

Few Thoughts (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how your personal information is collected, used, and disclosed by Few Thoughts when you access or use our website, products, and services (collectively, the “Services”).

2. Information We Collect

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Terms of Service

Last Updated: May 5, 2025

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TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL FEW THOUGHTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, DATA, OR USE, ARISING OUT OF OR IN CONNECTION WITH THESE TERMS OR THE SERVICES, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE, EVEN IF FEW THOUGHTS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

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Disclaimer

Last Updated: May 5, 2025

1. Not Financial Advice

The content provided by Few Thoughts, its affiliates, officers, directors, employees, agents, and representatives (collectively “Few Thoughts”) is for informational and educational purposes only. It is NOT intended to be and should NOT be construed as financial, investment, trading, or any other type of advice or recommendations.

By accessing and using Few Thoughts’ website, products, and services, you explicitly acknowledge and agree that:

  • All content, including but not limited to financial models, analyses, memos, reports, blogs, newsletters, videos, webinars, and any other materials provided by Few Thoughts, does not constitute financial advice, investment advice, trading advice, or any other sort of advice.
  • Few Thoughts is not a registered investment advisor, broker-dealer, or financial analyst, and does not claim to be.
  • All views and opinions expressed are solely those of the author(s) and do not necessarily represent the views or opinions of any other person or entity.
  • The content provided by Few Thoughts should not be the basis for making investment decisions.
  • You should consult with a qualified financial advisor, accountant, lawyer, or other professional before making any financial or investment decisions.

2. Financial Interests Disclosure

Few Thoughts, its affiliates, officers, directors, employees, agents, and representatives may have financial interests in the securities, assets, or investments discussed or referenced in the content.

These financial interests may include, but are not limited to:

  • Long positions (ownership of securities with the expectation of price appreciation)
  • Short positions (borrowing securities and selling them with the intention to buy them back at a lower price)
  • Both long and short positions simultaneously in different securities of the same company or related companies
  • Options, futures, derivatives, and other financial instruments related to the securities discussed
  • Direct or indirect compensation from issuers, underwriters, or other parties related to the securities discussed

Few Thoughts may directly benefit from expressing certain views or opinions about particular securities, markets, or investments, and may have incentives to recommend certain investments. These positions may change at any time without notice, and Few Thoughts has no obligation to update users about changes in its financial interests.

3. No Guarantees

Past performance is not indicative of future results. Few Thoughts makes no guarantees about the accuracy, completeness, or adequacy of the information provided.

All investments involve risk, including the possible loss of principal. The material on Few Thoughts has been prepared using sources believed to be reliable, but Few Thoughts makes no guarantee to its accuracy or completeness. Market conditions and economic factors can change rapidly, which may impact the accuracy of the information or analyses provided.

4. Forward-Looking Statements

Content provided by Few Thoughts may contain “forward-looking statements.” These statements are subject to significant risks, uncertainties, and assumptions that are difficult to predict. Such statements are not guarantees of future performance and actual results could differ materially from those anticipated due to various factors.

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8. Modifications to this Disclaimer

Few Thoughts reserves the right to modify this Disclaimer at any time. Changes will be effective immediately upon posting to the website. Your continued use of Few Thoughts’ website, products, or services after any modification indicates your acceptance of the modified Disclaimer.

9. Contact Information

If you have any questions about this Disclaimer, please contact us at info@fewthoughts.com.