In 63 B.C., Marcus Tullius Cicero uncovered the Catilinarian conspiracy, an attempted coup led by Lucius Sergius Catilina. Though he came from a family of limited political prestige, Cicero rose through discipline, intellect, and an unmatched command of evidence. Drawing on a network of informants, he exposed the conspiracy before the Roman Senate and delivered a series of public orations that forced Catiline from Rome.

Cicero Research is an independent investment research publication focused on publicly traded companies. We investigate businesses, management teams, financial statements, incentives, and market narratives with the goal of producing high-conviction, actionable investment theses.

Our philosophy is rooted in the virtues of the statesman whose name we carry: rigor, nuance, skepticism, independence, and relentless attention to detail.

The founder is a recent graduate of the University of California, Berkeley with experience as an institutional buy-side long/short equity analyst.

Cicero Research has no institutional affiliation, no outside capital, and no advisory relationship with any third party. Positions held in covered securities, if any, are disclosed at the time of publication.