About Mangrove Capital Research
Mangrove Capital Research helps you focus on the small minority of companies and market regimes that drive most long term returns.
Each week I publish a rules based Systematic Shortlist, and each month I publish Deep Dives on Star businesses that can become leaders in fast growing niches.
What you get
Every Monday: Systematic Shortlist
Free = sector view
Paid = full list
2–4x/month: Deep Dive Studies
Anytime: Research Archive + Shortlist Index (performance and cohort history)
Most of what matters in markets comes from the vital few. Mangrove is built using the Pareto Principle and the Star Principle for finding winning systems and businesses.
Star businesses have two questions:
Can it become #1 in its niche?
Is it in a fast-growing niche?
That’s the core filter I use to find businesses worth investment, then I pressure test the thesis, the risks, and the timing.
What I research
Star Businesses & Cash-Flow Machines
Businesses that dominate their market, earn high returns on capital, and widen their lead over time. The rare outliers that create a huge share of value.
Systematic Shortlist
Rules-based filters that apply 80/20 thinking to thousands of names and narrow the field using quality, value, and momentum inputs.
What Mangrove is (and isn’t)
What it is: a research platform built to turn Pareto + Star principles into a repeatable investing framework where qualitative judgment meets quantitative edge.
What it isn’t: a managed account or a constant trade-alert service. The goal is rules-driven, low-noise focus so action happens when it matters.
Why “Mangrove”?
Just as mangroves cover only a sliver of coastline but provide outsized protection and value, a small minority of companies and strategies drive most long-term market returns. Find the few that matter, and ignore the rest.
👉 Start with these posts
If you want signal over noise, and a framework for spotting tomorrow’s market leaders, you’re in the right place. 🌱
- Harry
