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Insights
Stay up to date with industry trends and news shaping the financial industry as we delve into markers that shape the global economy.
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ML in Markets of Asynchronous Data
Asynchronous correlations can only be seen via a longterm view; data gets more precise overtime but sacrifices short term accuracy from...
Jun 8, 20211 min read


Venture Resources
This is a continuously updated database of venture resources to help emerging companies grow. We thank everyone who has shared their...
May 1, 20211 min read


Letter from our CIO
Welcome to Knockout Capital. My nascent passion for finance began in university when I saw how a few scrappy kids in my statistics class...
May 1, 20214 min read


Two Sigma Factor Lens
The Two Sigma Lens is a framework for making investment decisions based on a parsimonious set of factors to gauge actionable insights.
Apr 11 min read


China Equity Strategy: Alibaba, JD.com, Yum China
China's market will be largely driven by continued market reforms, prominence of policy-driven thematic opportunities, diversification...
Apr 12 min read


Financial Trend Reversals due to Rising Interest Rates
End of Cheap Money and a Long Bull Market Interest rates are skyrocketing up to 5% due to rising inflation. Borrowing costs have been...
Apr 11 min read


The Economist 2021 ESG Investing Conference
The Economist 2021 Sustainability Conference on how firms can shift investment strategies and shape future markets.
Apr 12 min read


Biotech Patent Litigations
Most Notable: regeneron v mylan: regeneron does not seek injunctive relief but new patents filed moderna v alnylam: rejection of...
Dec 5, 20221 min read


Global Top 25 Drugs and Parent Companies
With the top being Pfizer, Merck, Bristol-Myers Squib, JnJ.
Nov 26, 20221 min read


March 2022: Our Startups & State of the Markets
We're starting out newsletter again! Here's are March Issue.
Mar 26, 20221 min read


Our Quantamental Approach
Knockout Capital places high emphasis on equity research, as we consume much of it via conferences and sell-side on a quotidian basis as...
Oct 19, 20211 min read


Credit Suisse ESG Conference Keynotes
Credit Suisse ESG Conference Key Points
Jun 30, 20212 min read


The Rise of Omnichannel: B&M Shops
While there may be unprecedented fear due to COVID-19 that brick and mortar shops will become obsolete post-pandemic, the rise of...
Jun 4, 20211 min read

Inflation and Consumer Spending
If you haven't already, grab a copy of our report this quarter on Inflation on Consumer Spending. We plan on publishing mid-quarter...
May 21, 20211 min read


Join Our Portfolio Managers
We've decided to found a community of our own portfolio managers to discuss real-time news, current happenings private markets, and more on
May 16, 20211 min read
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