Research infrastructure for active managers
What's priced. What could replace it. What evidence says.
Continuum synthesises evidence across domains no analyst can fully cover and applies disciplined analytical method that holds under pressure. Comprehensive preparation for every position in your portfolio, continuously.
The judgment remains yours. The preparation is ours.
Cross-domain synthesis
Regulatory, academic, broker, competitor — connected with full attribution.
Real-time fundamentals
Price context alongside narrative. What does valuation imply?
Every claim sourced
Click through to original documents. Verify everything.
Latest Research
Active coverage across the ASX.
Stock down 55% on sentiment, not fundamentals. Consensus target 120%+ above current price.
Premium multiple pricing turnaround, but FY25 delivered 19% NPAT decline. H1 FY26 is the test.
Governance crisis: founder-CEO resigned, board mass departure. Stock down 61% from highs.
Always ingesting. Always synthesising.
Six domains. 3,847 documents today.
Evidence accumulates before consensus changes.
From Appendix 4E filings to JORC resource estimates. From RBA minutes to clinical trials. Evidence that's never been connected — synthesised continuously.
The Framework
Every position is a bet on one thesis over its alternatives.
We make the thesis explicit, surface the competitors, and test all of them.
What's Priced
Every valuation embeds assumptions about growth, margins, competitive position, and duration. We extract them. What does this price actually require to be true?
What Could Replace It
The embedded thesis has alternatives. Different interpretations of the same evidence. Variant views on what's coming. We surface all plausible hypotheses, including the ones consensus has dismissed.
What Evidence Says
Across domains, signals accumulate. Corporate filings, regulatory documents, academic research, competitor disclosures. We monitor continuously, testing which hypothesis the evidence supports.
Know what's priced. Know what could replace it. Know where evidence is accumulating.
Where divergence appears.
When evidence shifts, it shows up in predictable places. We monitor all of them.
The cracks appear in the footnotes.
Evidence is accumulating against an embedded assumption. A regulatory finding. A competitor disclosure. Academic research. The thesis required something to be true, and signals suggest otherwise.
A crack in the foundation worth investigating.
The move happened. The explanation hasn't.
The stock is repricing but commentary hasn't changed. Something is shifting. One hypothesis gaining believers, another losing them. Price reflects it before anyone can articulate why.
The move itself is information. Worth looking.
The variant view is accumulating evidence. Quietly.
The consensus narrative remains intact. But a competing interpretation, underweighted by the market, is accumulating evidence in its favour. Building steadily.
Early detection. Before the crowd rotates.
The Method
Engineered discipline.
Good judgment requires structure. We build the structure.
Humans anchor, seek confirmation, process incrementally, and struggle to hold competing hypotheses. Disciplined method compensates for what awareness alone cannot.
Generate alternatives
Before evaluating anything, systematically generate all plausible interpretations. What are the ways this could go? What would different market participants believe?
Find what settles it
Most evidence fits multiple stories. We identify what actually distinguishes between them — the evidence that would look different depending on which hypothesis is true.
Try to break it
Actively search for evidence against each hypothesis. The survivor — the interpretation you could not disprove — is the one that deserves confidence.
Define what would change your mind
Set the conditions for revision in advance, before contradictory evidence arrives and creates pressure to explain it away. Pre-commitment defeats rationalisation.
See what's priced. Test what holds.
Comprehensive synthesis across domains. Disciplined method that holds under pressure. Attribution you can verify. Context you can evaluate.
The judgment is yours. The preparation is ours.
Continuum is in private access with select institutional investors.