# Sifter Research

> Independent research on global small-caps. About one company in twenty becomes a full report.

Sifter Research pairs one analyst, Alessandro Montalbano, with a set of AI agents. The agents read filings, investor decks and local press in the original language and screen global small-caps at scale. Every company answers the same 82 questions, from moat to valuation, and about one in twenty passes. The analyst checks the numbers and writes the survivors up as full reports. Reports are free to read.

## The numbers

- Candidates scanned: 4,280
- Checklist questions applied to every company: 82
- Reports published: 8
- Exchanges covered: 7

## Latest reports

- [No. 08 EDU.AX, EDU Holdings Limited](https://www.sifterresearch.com/reports/edu-holdings-edu): ASX · Private higher education · 2026-07-19. Every Australian migration-policy headline re-rates the whole sector. The flagship field is a national shortage occupation and the cohorts kept growing through the tightening.
- [No. 07 MMY.V, Monument Mining Limited](https://www.sifterresearch.com/reports/monument-mining-mmy): TSX-V · Precious metals · 2026-07-04. Priced for ore exhaustion on a seven-year-old reserve statement, while the drilling is current.
- [No. 06 THEON, Theon International Plc](https://www.sifterresearch.com/reports/theon-international): AMS · Defense electronics · 2026-04-22. Vertical integration is still under-modeled by the market.

## Where to go next

- All reports: https://www.sifterresearch.com/md/reports.md
- Method: https://www.sifterresearch.com/md/method.md
- About the analyst: https://www.sifterresearch.com/md/about.md
- Newsletter (English): https://sifteresearch.substack.com/
- Newsletter (Italian): https://alfainvestitore.substack.com/

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Independent research and personal opinion, published for informational and educational purposes. Not investment advice, not a solicitation to buy or sell securities. All analysis is based on publicly available information. The author may hold positions in the securities discussed. Investing involves risk of loss.