L A I
Est. 2023
Liberty Avenue Investment

Quietly Ahead.

Explore
FOCUS WEALTH CREATION · THEME AI WEALTH TRANSFER · APPROACH FIRST-PRINCIPLES RESEARCH · DURATION SECULAR TRENDS · COVERAGE DEEP DIVE #001 · $INV ACTIVE · MEMBER ACCESS WAITLIST OPEN · FOCUS WEALTH CREATION · THEME AI WEALTH TRANSFER · APPROACH FIRST-PRINCIPLES RESEARCH · DURATION SECULAR TRENDS · COVERAGE DEEP DIVE #001 · $INV ACTIVE · MEMBER ACCESS WAITLIST OPEN ·
Research Coverage

Deep Dives &
Conviction Reports

Active Coverage · Deep Dive #001
Innventure, Inc. — The Hidden Asset
Accelsius and the Case for a Capital Structure Inflection. A full research center with live price data, SEC financial data, AI intelligence feed, custom modelling and scenario analysis.
Two-phase cooling infrastructure priced like a failed SPAC. $50M+ Q1 2026 bookings, a $1B+ pipeline, and Fortune 500 validation at a $660M implied value. The AI buildout needs this technology to function.
Ticker
$INV
Rating
BUY
Price
$6.65
Day Change
—
Updated May 2026
Open Research
Live Tool · Relative Strength Engine
RS Command Center
Detect institutional accumulation in real time. Multi-timeframe leadership scoring, thematic intelligence, and spring-load detection across a customizable universe.
Live · Open Engine →
Coming Soon · Deep Dive #002
Next Coverage
The next conviction idea. Research in progress.
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 was built around a single observation: the largest wealth transfers in history happen quietly, in filings and footnotes, long before they make headlines.

The AI revolution is one of those moments. Capital is flowing at a scale not seen in a generation toward infrastructure, compute, and the companies that make it run. Most investors are watching the obvious names. We look at what the obvious names cannot function without.

Every thesis is built independently from primary sources. No sell-side. No consensus. No noise.

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 those who want to go deeper. Early entries into conviction ideas, live portfolio tracking, scenario updates as catalysts develop, and direct access to the research process as it unfolds. Not a newsletter. A seat at the table.

Waitlist is open. Access is limited. No commitment required.

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. Not a summary. The actual thinking behind every move.
  • 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.