The Mercatus Data Desk
The whole market, one desk.
A full-market research terminal — screen, chart, value and stress-test 6,000+ stocks, ETFs and funds across every sector. Mercatus Scores, valuation, financials, analyst estimates and 13F smart-money flows, all in one place.
Read the memos on SubstackData refreshed 2026-10-24 11:35 UTC
Under coverage
The names we research in full — our editorial view, earnings, and web perspectivesBR
Broadridge Financial Solutions
Technology
Boring, dominant, growing at ~40% off. Near-monopoly on U.S. proxy/investor communications with 98% revenue retention; bear case (tokenization/AI disruption) overstated as BR embeds itself as the tokenization layer.
AIT
Applied Industrial Technologies
Industrials
A 100-year-old bearings distributor that is a quiet, diversified pick-and-shovel bet on the AI-infrastructure buildout, reshoring, and automation — with far less narrative risk than Vertiv/GEV at a similar multiple.
DDOG
Datadog
Technology
Observability leader with strong large-customer growth; watch the usage-concentration risk flagged at the latest print against the AI-driven platform expansion.
The Data Desk
Research tools across the whole marketScreener→
Filter the universe on value, quality, growth and safety.
Chart Studio→
Overlay prices — or revenue, margins, FCF — across any names.
Connected Market→
Traverse peers and shared superinvestor ownership.
Portfolio→
Stress-test a portfolio: backtest, risk, Monte-Carlo.
Investors→
What the great funds are buying, from 13F filings.
Earnings calendar→
Who reports next — with consensus EPS and the Mercatus Score.
Industries→
Which corners of the market are strengthening and fading.
Commodities→
Energy, metals, agriculture and crypto.