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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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May 1, 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...
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May 1, 20214 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...
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Apr 30, 20211 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.
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Jan 3, 20231 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...
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Dec 30, 20221 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...
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Dec 5, 20221 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...
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Nov 26, 20221 min read
Global Top 25 Drugs and Parent Companies
With the top being Pfizer, Merck, Bristol-Myers Squib, JnJ.
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Mar 26, 20221 min read
March 2022: Our Startups & State of the Markets
We're starting out newsletter again! Here's are March Issue.
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Oct 19, 20211 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...
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Jun 30, 20212 min read
Credit Suisse ESG Conference Keynotes
Credit Suisse ESG Conference Key Points
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Jun 8, 20211 min read
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...
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Jun 8, 20212 min read
The Economist 2021 ESG Investing Conference
The Economist 2021 Sustainability Conference on how firms can shift investment strategies and shape future markets.
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Jun 4, 20211 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...
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May 21, 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...
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May 16, 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
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