Methodology

Why are you doing this research?
We believe that:
- Direction is underrated.
- Certainty is very hard.
- Learning fast is the only competitive advantage.
In order to execute our investment strategy we built a systematic research methodology.
We try to take a global view on business drivers that propel change or what we call "Drivers of Creative Disruption".
We try to understand where they are going and what opportunities can be found if you take advantage of the velocity of these drivers going forward.
We also meet/talk/follow a lot of investors and entrepreneurs.
We are constantly updating our funnels and filters of information.
This research helps us to organize this investment intelligence into actionable data.
How do you organize your research?
Drivers:
Worldwide phenomena or new technologies that are fundamentally changing businesses and cannot be stopped.
We try to understand how quickly these drivers are propagating globally and assess how much more growth can be expected.eg: Fire (100%) vs Electricity (87%)
Winners:
Companies, countries, organizations or people that have been very successful at capitalizing on one or more of the drivers.
What other drivers will they attempt to capitalize on next? Will they create or accelerate a driver?
Disruption:
Markets where the drivers have enabled disruption and are pressuring the incumbents to adapt.
Lots of opportunities for winners and new firms to create or capture value.
What do I get when I pay $50 for the last version?
Web
· Search engine to query the database behind Stats.
· Find data by keyword, country, or company.
· “mini-reports” about specific topics or industries.
· Pertinent links to articles, reports, and videos.
PDF
· Printable +40 pages .pdf file.
· Includes relevant graphs or images.
Excel
· Complete database.
· 1000+ lines of tabulated data.
· Links to all sources.
· List of all companies covered.
· Abbreviations and definitions used.
Pirque Index
· Go here to read about it: https://www.pirque.vc/index
Who pays and reads your research?
Our mailing list includes >1,000 private investors.
Mostly buy side working at family offices and private investment firms.
Our historical engagement is very strong: 68.89% open rate, 45.12% click-to-open rate.
What is the difference between the paid and free version?
The paid version is current, while the free version is ~4 months old.
The paid version comes with the corresponding Excel Database, while the free version does not.
How often do you publish your reports?
Within weeks of the close of every quarter (i.e. every April, July, October, January).
Upon releasing the new version, we unlock the previous version for free.
How up to date is the data?
Whenever possible, we update each piece of data as of the close of the last business day of the end of quarter.
When a data point is old, we usually show the year.
Where/how do you get your data?
Every quarter, we review a variety of sources to update the stats and maintain up to date metrics on the Drivers, Winners, and Disruption.
Sources can be financial statements, academic papers, news articles, analyst reports, and insights from professional investors.
Whenever possible, we verify the veracity of the source before including it.
Ideally, we track every statistic back to its primary source.
Many times the data source is obvious, but making the point is not.
So we acknowledge the "hat tip" on the Excel Database.Below is a general overview of our date funnel:
2018 2019 2020
Q2 Q3 Q4 Q1 Q3 Q4 Q1
We reviewed this many articles: 434 387 341 401 796 681 856
From this many sources: 128 109 103 213 272 223 191
And read this many reports: 19 21 7 32 46 55 50
Updating this many lines of data: 1,394 1,324 1,087 1,170 1,267 1,351 1,435
Covering this many companies: 142 133 156 172 179 186 199
Can I see the actual data and its source?
Paying users can download the corresponding version's Excel Database.
Are numbers shown exact?
For the sake of clarity, sometimes we round up figures in the web and pdf versions.
To see the exact number or calculation, please see the corresponding version's Excel Database.
Is the data specific to one country or region?
Unless noted otherwise, we try to make all data global.
However, when this is not possible, we use USA specific data as a reference.
What units is this data in?
Whenever possible we default to the International System of Units and its unit symbols and to other standards set by the International Organization for Standardization.
Please see the Excel Database for a full definition of each abbreviation if there is any ambiguity for a specific piece of data.
Can I copy your content?
What are the terms of use?
For a detailed explanation of the Terms of Use of this website and its content, please see our legal page.
Are you an unbiased source of information?
To ensure the independence and integrity of our research we are transparent about our financial interests in the companies that are mentioned.
Please see our declaration of interests.
What about advertisement?
No one has ever paid us to promote their company or their products.
If we feel that our users might want to buy a book or resource we think is particularly useful, we may include an Amazon affiliate link at our discretion.
You guys made a mistake or are missing information. How do I get in touch with you?
Please email us with any corrections or comments.
We are happy to make any amendments necessary and appreciate your feedback.
Some users write us to keep us informed of their company's data, or to contribute information based on their area of expertise.
If I subscribe, will you annoy me with a lot of emails?
We only email you when a new version of our research is released (generally four times a year).
Every email we send has a 1-click link to unsubscribe.
We manage our email mailing list using MailChimp, one of the largest email platforms in the world.
You can see their privacy policy here: https://mailchimp.com/legal/privacy/
Can I get a detailed invoice to expense the $50?
Yes.
We can include things like our EIN number, your company's name, our W-9, etc.