DeepDive is an independent research firm led by perennial #1 IT services stock analyst Rod Bourgeois. Our research emphasizes high-conviction IT services stock findings, backed by proprietary data, a unique industry forecasting methodology, proven financial modeling, collaboration with Everest Group (market research firm), and experienced pattern recognition to determine stock implications.


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Research Methodology

  • Deep industry and stock research experience.
  • Proprietary data and pattern recognition on stocks/industry trends.
  • Intensive forecast methodology.
  • Added market intelligence via collaboration with Everest Group.
  • Proven financial analysis and studies of key metrics.

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Led by Rod Bourgeois

  • Eight straight years #1 ranked IT services analyst.
  • Pioneered outsourcing signings data, industry growth data, forecasting methodology.
  • Periodic speaker at industry events.
  • Background includes: Harvard MBA, Wharton finance award, and McKinsey consultant.

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Everest Group Collaboration

  • Joint production of IT Services ForecasterTM.
  • Studies of secular shifts, e.g., cloud, automation, agile.
  • Insights into specific trends by vertical and service line.
  • Monitoring of buyer behavior, signings data, and pricing trends.

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  • Distinctive industry expertise.
  • High batting average on stock calls.
  • Track record of predicting major industry and stock inflection points.
  • Unique due diligence capability.
  • Forensic accounting expertise, tailored to service companies.

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