The primary goal of 13D Research, Inc. is to find the asset class, market or industry group that will outperform all others in a given year. We have been successful at this since we began in business in the mid 1970s. We actively explore many topics and themes but identify only one to three major investment themes each year; holding them for three to five years, or until we find another asset class or market or industry that we think will outperform. Our service consists of theme driven reports and a weekly newsletter.

Most Recent Report...

04-29-2008 - TRILLIONS OF DOLLARS OF INVESTMENT IN GLOBAL INFRASTRUCTURE IS A QUESTION OF WHEN, NOT IF - "[The] world population will reach a landmark in 2008: for the first time in history, the urban population will equal the rural population of the world...the urban areas of the world are expected to absorb all the population growth expected over the next four decades while at the same time drawing in some of the rural population."

United Nations, World Urbanization Prospects, February 2008.



As the preceding quote implies, rapid urbanization of emerging market economies likewise will require massive investments in transportation, power, water, industrial and residential infrastructure on a scale never before experienced. In fact, various estimates lead us to conclude that the ultimate investment in infrastructure could exceed $40 trillion globally over the next two to three decades, helping propel global economic activity to levels that are difficult to fathom in this time of crisis and uncertainty.
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What I Learned This Week...

This weekly newsletter, written by Kiril Sokoloff, is a succinct compilation of investment ideas, emerging trends, investment wisdom, contrary thinking, change agents, new technology, macro trends, and provocative observations, all fashioned to stimulate your thinking on a wide variety of topics. These Reports are Available in the Subscriber's Area