SCM Research is produced for educational purposes. Nothing published here constitutes investment advice, a recommendation, or an offer to buy or sell any security.
Today, Stern Capital Management is launching SCM Research, a home for the ideas, frameworks, and analysis developed through our investment pod program.
The initiative is built on a simple belief: investment judgment improves when ideas are written down, supported with evidence, and opened to thoughtful challenge. Publishing our work gives members a reason to make their assumptions clear, test competing explanations, and communicate conclusions with precision.
Research built through our pods
SCM’s investment pods bring together members with shared interests and complementary perspectives. Our initial coverage spans:
- Technology, including software, semiconductors, platforms, and digital infrastructure;
- Healthcare, including biotechnology, medtech, care delivery, and healthcare services; and
- Fixed Income and Currencies, including rates, foreign exchange, cross-asset signals, and market regimes.
Some questions will not fit neatly within one pod. We will also publish cross-sector research on valuation, accounting, portfolio thinking, and the methods that help turn information into an investment view.
What we will publish
Readers can expect company and industry research, market commentary, educational primers, and reusable analytical frameworks. The format may change with the question, but every publication should make its reasoning easy to follow.
Our goal is not to manufacture certainty. Good research identifies what is known, what is estimated, and what could change the conclusion. When we discuss a scenario or express a judgment, we will label it accordingly and distinguish it from sourced facts.
A student-led research process
SCM Research is both a publication and a learning process. Contributors will develop a question, gather and evaluate evidence, pressure-test their reasoning with other members, and revise their work before publication. That process is designed to reward curiosity, intellectual honesty, and clear communication—not just a polished conclusion.
Team-attributed pieces will represent collaborative work across the organization. Individual bylines will allow contributors to take ownership of their analysis while benefiting from the same editorial review.
Welcome all readers!
This launch is the starting point. As the archive grows, it will document not only what SCM members are studying, but how our research process develops over time.
We look forward to sharing the work, learning from feedback, and building a durable platform for student investment research at Stern Capital Management. Any questions? Email scm@stern.nyu.edu.