Transparent reasoning.
Founded by Charles Sterling & Dongwoo Shin in 2026, Sterling & Shin is an independent research publication focused on public companies, valuation, and the economic forces shaping markets.
Our equity research examines how businesses generate earnings and cash flow, where growth may come from, and what expectations are already reflected in their share prices. We bring together company disclosures, financial modeling, and valuation scenarios to explain the investment thesis, its assumptions, and the risks that could challenge it.
Alongside company research, we publish clear explanations of interest rates, monetary policy, and market developments—connecting economic changes to their implications for businesses and investors.
Our approach emphasizes the distinction between reported facts, forecasts, and our own estimates. The goal is to give readers a clear argument they can examine, question, and revisit as new evidence emerges.
Content is provided for informational and educational purposes only and does not constitute investment advice.
