Our Research and Commentary

Two Factor employs fundamental analysis and deep research to uncover actionable investment information from a variety of sources. Our publicly available equity research reports aim to provide insight into our investment theses and philosophy. Below are samples of our past research; reports are added on a per-publish basis.
Please consult the Terms and Conditions before use of research and market commentary.

The Cult of Cassava Sciences: Fraudulent Data, Impossible Conclusions and a Worthless Drug

October 2024

Quantum Computing Inc: A Failed Beverage Company Rebottled into a Retail-Driven Quantum Scam

December 2024/January 2025

Commentary: We Remain Short Quantum Computing Stocks
(RGTI, QUBT, IONQ)

March 2025