FOCUS WEALTH CREATION · THEME AI WEALTH TRANSFER · APPROACH FIRST-PRINCIPLES RESEARCH · DURATION SECULAR TRENDS · COVERAGE DEEP DIVE #001 · $INV CLOSED · MEMBER ACCESS WAITLIST OPEN · FOCUS WEALTH CREATION · THEME AI WEALTH TRANSFER · APPROACH FIRST-PRINCIPLES RESEARCH · DURATION SECULAR TRENDS · COVERAGE DEEP DIVE #001 · $INV CLOSED · MEMBER ACCESS WAITLIST OPEN ·
The Core Product

LAI Desk
The RS Engine

The relative-strength command center. Detect institutional accumulation in real time across a 260-name universe, before the move is obvious.

  • IMulti-timeframe leadership scoring. A strict multi-factor RS model across daily, weekly, and monthly windows.
  • IIThematic rotation. 19 themes ranked live, so you see where capital is rotating as it happens.
  • IIISpring-load detection. Compression signals that flag names coiling before expansion.
  • IVPosition & thesis tracker, earnings calendar, AI market desk. All wired to your live scan.
Launch the Terminal
LAI Desk · RS Scan Live
TickerThemeRS TrendScore
Illustrative preview · Live data inside the desk
Research Coverage

Deep Dives &
Conviction Reports

Closed Thesis · Deep Dive #001
Innventure — Post-Mortem
A two-phase cooling thesis, built from primary sources and closed at a loss the week a short report alleged the bookings-driving customer was fabricated. This is the full record of how the thesis was built, stress-tested, and exited with discipline, because the process matters more than any single outcome.
Ticker
$INV
Status
EXITED
Price
—
Closed May 2026
Read the Post-Mortem →
Coming Soon · Deep Dive #002
Next Coverage
The next conviction idea is being researched now.
In Pipeline
Investment Philosophy

Where the
Wealth Is Moving

01
Find the Transfer Before It Happens
The AI revolution is not creating wealth evenly. It is concentrating it at specific chokepoints: infrastructure, compute, energy, and the software layer underneath. We identify those chokepoints before the crowd does and build conviction while the price still reflects doubt.
02
Conviction Built From the Source
We read what others skip. Every position starts inside the filings, not from a headline. Capital structure, dilution schedules, covenant language, related-party transactions. The edge lives in material that is publicly available but rarely read by anyone with the patience to understand it.
03
Hold Through the Noise
Asymmetric payoffs require asymmetric patience. The businesses we cover are mispriced because they are misunderstood, and misunderstandings resolve on their own timeline. We build a position, document the thesis, and let the fundamentals do the work while the market catches up.
Built on
Primary Sources Only
SEC EDGAR
10-K / 10-Q Filings
8-K Earnings Releases
Industry Data
Earnings Transcripts
S-1 / S-3 Prospectuses
Proxy Statements
No Sell-Side Consensus
No Paid Research
About LAI

Independent
Research Group

Liberty Avenue Investment started with a simple observation. The largest wealth transfers tend to happen quietly, inside filings and footnotes, well before they reach the headlines.

We think the AI buildout is one of those moments. Capital is moving on a scale not seen in a generation, into infrastructure, compute, and the companies that keep it all running. Most of the attention goes to the obvious names, so we spend our time on the suppliers and chokepoints those names depend on.

Each thesis is researched independently from primary sources. We do not use sell-side input or consensus numbers, and we try to keep the noise out of the work.

01
Reports Published
Innventure, Inc. Active Coverage
SEC
Primary Source
Filings, earnings releases, and industry data. No reliance on sell-side consensus.
Est. 2023
Liberty Avenue Investment
Independent. Not affiliated with any financial institution.
Disclaimer
This research is published for informational purposes only and does not constitute financial advice or a solicitation to buy or sell securities.
Member Access

The Research
Before It Becomes
Common Knowledge

A private layer is being built for readers who want to go deeper: early entries into conviction ideas, live portfolio tracking, scenario updates as catalysts develop, and direct access to the research while it is still in progress. In practice it feels less like a newsletter and more like a seat at the table.

The waitlist is open and access stays limited. Joining carries no commitment.

Coming Soon
  • I
    Early Conviction Access
    Ideas enter the member feed before they become a published deep dive. You see the thesis forming in real time.
  • II
    Live Catalyst Tracking
    When earnings drop, filings hit, or a catalyst moves, members get the updated read before the market has had time to process it.
  • III
    Portfolio Intelligence
    Sizing logic, position updates, and thesis changes shared as they happen, so you see the actual thinking behind every move rather than a summary of it.
  • IV
    AI Wealth Transfer Watchlist
    A curated list of names being monitored across the AI infrastructure and compute supply chain. Research in progress, shared early.