|Apr 20, 2017||Devonshire Research Group Issues In-Depth Analysis of Allied Minds|
On April 20, 2017, Devonshire Research Group issued an in-depth analysis of Allied Minds (LON: ALM), a Boston-based venture firm trading on the London Stock Exchange with investments in the life science and technology sectors. The report describes the rationale behind Devonshire’s short position on Allied Minds. Devonshire Research Group argues that Allied Minds is overvalued because it has not to date demonstrated success in identifying and monetizing technology, and has limited potential to do so going forward. ALM’s share price has plummeted in recent days, a decline that reflects a broader loss of confidence in the licensing-based business models of stocks like ALM - publicly traded intellectual property companies, known as PIPCOs.
|Feb 02, 2017||Devonshire Research Group Launches A Technology Industry Review Subscription Service|
Devonshire Research Group announced today the launch of its industry research subscription service and the initiation of a systematic activist investor impact tracker. Tailored to funds, individual and institutional investors, this new initiative comes in response to an overwhelming interest the firm has received for its publicly-distributed short presentations for GoPro (NASDAQ: GPRO) in FY15 and Tesla (NASDAQ: TSLA) in FY16. By using data mining and proprietary analysis tools to draw insights on the technology markets, Devonshire Research Group aims to provide a source for credible, unbiased, and data-driven objective view of the markets.
|Sep 14, 2016||Devonshire Research Group Announces Expansion to New York|
Devonshire Research Group announced its expansion to New York today. The firm's new office in Midtown-East will house the firm's Chief Investment Officer and serve as the hub for investment research, strategy, portfolio management and execution. The firm plans to hold its annual investor day in Q3 FY16 and also plans to host its signature Scotch and a Short event series in the new office.
|May 24, 2016||Devonshire Research Group Issues Part II of Research on Tesla|
On Tuesday, May 24, Devonshire Research Group issued part II of research on Tesla. Building on Part I of Tesla's intellectual property analysis issued back in March 2016, "Tesla Motors - Part II" analyzes in-depth three additional angles and scrutinizes aspects of the firm's operating model, deliverables, and tax incentives.
|Mar 22, 2016||Devonshire Research Group Announces the Issuance of Tesla's Intellectual Property Research Analysis|
On Tuesday, March 22nd, Devonshire Research Group issued a research presentation that provides in-depth analysis of Tesla's technology and intellectual property. The presentation, entitled "Tesla Motors," is a result of extensive engineering analysis and is based on months of research. The presentation can be found on Devonshire Research Group's website at www.devonshireresearch.com
|Jan 27, 2015||Already Down 50%, Should GoPro's Stock Price Be Even Lower?|
Devonshire Capital Fund distributed extensive research presentation, titled "An Analysis of GoPro," which analyzes GoPro's intellectual property. The presentation analyzes intellectual property that powers GoPro devices but does not belong to the company. Fund identified 15 patents that belong to multi-billion dollar consumer electronics corporations but used by GoPro. Article provides in-depth analysis of the research that serves as foundation for the presentation.
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