Research & Analytics

Differentiated insights

In-depth research

Investor credibility

Our opportunity

The Value of Insightful Research

Management teams with experience of the quoted arena will agree that strong differentiated research that influences leading institutional investors can impact share prices and ratings. The research has to be insightful, well-founded, in-depth, international in perspective and based on logical and detailed financial models. Management teams need to ensure that high-quality research on their businesses makes its way into the hands of investment decision-makers on a timely basis

Continuing Depletion of Research

Traditional equity research models have been under pressure for some time. Competition within the investment banking and broking sectors has led to shrinking resources, broker exits and closures and a general depletion of research coverage. MiFID2 will simply intensify these pressures. The major asset managers will soon be paying for research from their own overheads rather than from their clients' funds and will inevitably be far more controlled in how these limited budgets will be spent

Can Corporate Brokers Deliver?

Going forward, not only will it be harder for companies and their financial PR advisers to encourage research coverage, the need to persuade corporate brokers to produce research through the promise of transaction-based or fundraising fees will be accentuated. Even then, the quality of research output may be lacking and often written by inexperienced junior analysts. The question to ask is whether this type of research actually influences investment decisions to a meaningful extent?

Our approach

Introducing 2020 re:think

2020 re:think has been established to address the gaps in equity research created by industry pressures. Our proposition is simple - management teams of quoted and private companies alike can engage us to produce high quality, insightful, balanced research on their businesses on a regular and timely basis. The research notes will be freely distributable to all interested parties, whether existing or potential investors, the media or business partners

Bridging the Quality Gap

2020 re:think bridges the widening research gap. Our analysts are industry leaders, award winners and acknowledged by management teams and investors alike as influential. The 2020 re:think research product is uncompromising, in-depth and goes far beyond a rehash of the public announcements of a company. This breadth of perspective comes from experience and industry knowledge, precisely what major institutional investors are seeking to augment their decision-making processes

Flexible Engagement Models

2020 re:think sets out to meet client needs on a flexible basis. We fully appreciate that not all companies will require multiple research reports over time, rather the short-term requirement may be for a single in-depth report. Or, there may be an evolving turnaround story that requires regular, focused updates to reflect the progress that is being made. We are comfortable dealing with management teams, corporate advisers, private equity owners and financial PR firms. 

About us

Milan Radia

Milan Radia, the founder of 2020 re:think, is a leading technology research analyst focusing on coverage of European data centre operators, software vendors, payments processors and IT services providers. He has 24 years of equity market experience at major investment banks and has worked on many high-profile successful IPOs and other major transactions. Rankings with major institutional investors have been consistently high and in recent years, Milan has won several significant awards. In 2017, Milan was ranked the No.1 earnings estimator in the UK for his sector in the Thomson Starmine Awards. This followed No.1 Starmine rankings for Europe in 2010 and 2011 and a No.2 ranking in the UK in 2011. In 2015, Milan's team was ranked no.1 in the Extel Awards by corporate management teams for UK Small & Midcap technology research. Milan has also been techMARK Analyst of the Year and achieved top 3 Institutional Investor sector rankings for his coverage of the software and telecoms sectors. Milan started his career at Prudential Portfolio Managers where he was latterly a fund manager responsible for portfolios worth in excess of £350m. Milan is a regular presenter and panellist at major industry conferences and is a long-time member of the voting panel for the UK Tech Awards. He is married with three children


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Contact Us

Registered office:

71-75 Shelton Street

Covent Garden, London WC2H 9JQ

07956 122 051